Nuveen Arizona Quality Municipal Income Fund
NAZ
32 hedge funds and large institutions have $16.1M invested in Nuveen Arizona Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
7% more funds holding
Funds holding: 30 → 32 (+2)
2% more capital invested
Capital invested by funds: $15.7M → $16.1M (+$369K)
0.6% more ownership
Funds ownership: 8.56% → 9.16% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.54M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$190K |
| 3 |
SRC
Shufro Rose & Co
New York
|
+$153K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$152K |
| 5 |
Morgan Stanley
New York
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$610K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$346K |
| 3 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$206K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$87.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$49.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCWM
26
Total Clarity Wealth Management
St. Charles,
Illinois
| $76K | +$76.6K | +5,000 | New |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $62K | – | – | – |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $37K | +$61 | +4 | +0.2% |
|
|
IF
29
Ironwood Financial
Tucson,
Arizona
| $15K | – | – | – |
|
|
TIM
30
Tortoise Investment Management
White Plains,
New York
| $6K | – | – | – |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $5K | – | – | – |
|
|
32
Creative Planning
Overland Park,
Kansas
| – | -$346K | -21,800 | Closed |
|
|
KA
33
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$206K | -13,008 | Closed |
|
34
Fidelity Investments
Boston,
Massachusetts
| – | +$15 | +1 | New |
|
NAZ Hedge Fund Activity: Q1 2021 in Review
32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q1 2021, worth a combined $16.1M — up 2.4% from $15.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NAZ positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $1.54M. The largest seller was Fiera Capital (Canada), cutting an estimated $610K.
- 32 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q1 2021, up from 30 in Q4 2020.
- Funds reported $16.1M of Nuveen Arizona Quality Municipal Income Fund stock for Q1 2021, up 2.4% quarter-over-quarter.
- 4 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q1 2021 and 2 closed out, a net change of +2 holders.
- The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q1 2021 was Cetera Advisors, an estimated $1.54M added.
- The largest Nuveen Arizona Quality Municipal Income Fund seller in Q1 2021 was Fiera Capital (Canada), an estimated $610K sold.
Based on aggregated 13F filings for Q1 2021.