We are live on ! Find out more
NVG icon

Nuveen AMT-Free Municipal Credit Income Fund

254 hedge funds and large institutions have $322M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 74

0.39% less ownership

Funds ownership: 11.89%11.5% (-0.39%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

1% less funds holding

Funds holding: 257254 (-3)

15% less capital invested

Capital invested by funds: $376M → $322M (-$54.8M)

Holders
254
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
29
Increased
82
Reduced
74
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$44.1M +$296K +21,869 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$20.9M +$1.99M +146,795 +10%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$17.7M -$425K -31,342 -2%
Wells Fargo
4
Wells Fargo
California
$16.7M -$676K -49,893 -4%
UBS Group
5
UBS Group
Switzerland
$15.2M +$1.37M +101,077 +10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.3M +$3.87M +286,020 +50%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.3M -$195K -14,401 -2%
VanEck Associates
8
VanEck Associates
New York
$10.1M -$1.9M -140,094 -15%
LPL Financial
9
LPL Financial
California
$9.37M +$253K +18,694 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.15M -$668K -49,294 -7%
Bank of America
11
Bank of America
North Carolina
$7.43M -$184K -13,566 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.2M -$452K -33,356 -7%
RJA
13
Raymond James & Associates
Florida
$5.83M +$22.2K +1,637 +0.4%
Stifel Financial
14
Stifel Financial
Missouri
$5.79M +$233K +17,196 +4%
JFGIW
15
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.07M +$81.3K +6,000 +2%
SIA
16
Sit Investment Associates
Minnesota
$3.79M +$406K +30,000 +12%
Ameriprise
17
Ameriprise
Minnesota
$3.6M -$709K -52,355 -16%
AAM
18
Advisors Asset Management
Colorado
$3.52M +$383K +28,297 +12%
DLG
19
Daniel L. Goodwin
$3.31M
DTIM
20
Danda Trouve Investment Management
Kansas
$3.14M +$76.5K +5,651 +2%
Truist Financial
21
Truist Financial
North Carolina
$3.08M +$127K +9,405 +4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$2.78M +$728K +53,782 +34%
RB
23
Richmond Brothers
Michigan
$2.75M -$82.6K -6,096 -3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$2.61M +$1.11M +81,783 +70%
WF
25
Welch & Forbes
Massachusetts
$2.51M

NVG Hedge Fund Activity: Q2 2022 in Review

254 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2022, worth a combined $322M — down 15% from $376M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of NVG and 29 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 82 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.87M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $6.34M sold.

  • 254 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2022, down from 257 in Q1 2022.
  • Funds reported $322M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2022 and 30 closed out, a net change of -1 holder.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $3.87M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2022 was Rivernorth Capital Management, an estimated $6.34M sold.

Based on aggregated 13F filings for Q2 2022.