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Nuveen AMT-Free Municipal Credit Income Fund
NVG

250 hedge funds and large institutions have $516M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 53

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

2% more funds holding

Funds holding: 245 → 250 (+5)

2% less capital invested

Capital invested by funds: $526M → $516M (-$10.3M)

1.68% less ownership

Funds ownership: 19.76% → 18.08% (-1.7%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
250
Holders Change
+5
Holders Change %
+2.04%
% of All Funds
3.59%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
36
Increased
79
Reduced
53
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.91M
3
MAM
Milestone Asset Management
Pennsylvania
+$4.73M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.78M
5
Morgan Stanley
Morgan Stanley
New York
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$18.3M
2
KIM
Karpus Investment Management
New York
-$12.6M
3
RCM
Rivernorth Capital Management
Florida
-$10M
4
LSC
Logan Stone Capital
Illinois
-$8.82M
5
PCM
Penserra Capital Management
California
-$7.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
176
Patriot Financial Group Insurance Agency
Massachusetts
$167K +$160K +12,489 New
BAM
177
Belpointe Asset Management
Nevada
$166K +$159K +12,400 New
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$165K -$9.61K -749 -6%
AA
179
Ancora Advisors
Ohio
$164K – – –
WP
180
Wealthspan Partners
Iowa
$158K – – –
FFWM
181
Future Financial Wealth Management
Ohio
$154K – – –
SPWG
182
Sage Private Wealth Group
Illinois
$154K – – –
Financial Engines Advisors
183
Financial Engines Advisors
California
$151K +$144K +11,196 New
VIM
184
Vista Investment Management
Pennsylvania
$150K – – –
XF
185
XML Financial
Maryland
$149K +$143K +11,153 New
HH
186
Hilltop Holdings
Texas
$148K +$141K +11,023 New
PGFC
187
Peapack-Gladstone Financial Corp
New Jersey
$146K +$4.28K +334 +3%
CCFM
188
Clear Creek Financial Management
Washington
$141K – – –
HVIA
189
Hudson Valley Investment Advisors
New York
$141K – – –
SFG
190
SevenBridge Financial Group
Pennsylvania
$138K – – –
AIFAIM
191
American Institute for Advanced Investment Management
Arizona
$137K – – –
LFG
192
Larson Financial Group
Missouri
$137K +$91.1K +7,100 +229%
AWE
193
Avidian Wealth Enterprises
Texas
$134K – – –
WFA
194
Wellspring Financial Advisors
Ohio
$134K – – –
M
195
MOTCO
Texas
$124K +$119K +9,257 New
UB
196
UMB Bank
Missouri
$109K – – –
OC
197
Oarsman Capital
Wisconsin
$101K +$96.9K +7,558 New
FWM
198
FSA Wealth Management
Massachusetts
$76.3K +$73.1K +5,700 New
BONH
199
Bank of New Hampshire
New Hampshire
$71.6K – – –
AWM
200
Avior Wealth Management
Nebraska
$59.5K -$128K -9,943 -69%
6 7
8
9 10

NVG Hedge Fund Activity: Q3 2024 in Review

250 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2024, worth a combined $516M — down 2% from $526M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NVG positions and 29 closed out — a net gain of 7 holders — while 79 added to existing stakes and 53 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.2M. The largest seller was Saba Capital Management, exiting entirely with an estimated $18.3M sold.

  • 250 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2024, up from 245 in Q2 2024.
  • Funds reported $516M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2024, down 2% quarter-over-quarter.
  • 36 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2024 and 29 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $5.2M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2024 was Saba Capital Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2024.