We are live on ! Find out more
NXP icon

Nuveen Select Tax-Free Income Portfolio

116 hedge funds and large institutions have $142M invested in Nuveen Select Tax-Free Income Portfolio in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 10

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

20% more capital invested

Capital invested by funds: $118M → $142M (+$24M)

13% more funds holding

Funds holding: 103116 (+13)

3.26% more ownership

Funds ownership: 17.92%21.18% (+3.3%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
41
Reduced
10
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGF
51
Plan Group Financial
Oklahoma
$237K
AWM
52
Avior Wealth Management
Nebraska
$235K
SWA
53
Sightline Wealth Advisors
Connecticut
$226K +$1.11K +78 +0.5%
AA
54
Ancora Advisors
Ohio
$224K -$13.3K -931 -6%
GKWIM
55
Gerber Kawasaki Wealth & Investment Management
California
$216K +$215K +15,050 New
DADC
56
D.A. Davidson & Co
Montana
$212K +$36.2K +2,530 +21%
FNBTCON
57
First National Bank & Trust Co of Newtown
Pennsylvania
$207K
GLR
58
Great Lakes Retirement
Ohio
$205K
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$203K +$202K +14,146 New
TWP
60
Tyche Wealth Partners
Texas
$201K +$54.3K +3,798 +37%
VH
61
Visionary Horizons
Tennessee
$201K
P
62
&Partners
Tennessee
$195K -$20.6K -1,442 -10%
TSS
63
Two Sigma Securities
New York
$195K +$194K +13,569 New
RFW
64
Redwood Family Wealth
Texas
$191K +$191K +13,342 New
SFWA
65
Summit Financial Wealth Advisors
Louisiana
$186K +$185K +12,957 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
$182K +$182K +12,700 New
RIA
67
Realta Investment Advisors
Delaware
$176K
MML Investors Services
68
MML Investors Services
Massachusetts
$173K +$172K +12,026 New
MHB
69
Midwest Heritage Bank
Iowa
$172K
WDG
70
Wealth Dimensions Group
Ohio
$165K
MA
71
Mutual Advisors
Nebraska
$163K -$66.6K -4,658 -29%
CG
72
Caprock Group
Idaho
$160K +$160K +11,169 New
HH
73
Hilltop Holdings
Texas
$149K +$149K +10,391 New
OWA
74
Opal Wealth Advisors
New York
$148K +$148K +10,346 New
WJWM
75
Williams Jones Wealth Management
New York
$148K +$147K +10,305 New