Nuveen Arizona Quality Municipal Income Fund
NAZ
32 hedge funds and large institutions have $17.7M invested in Nuveen Arizona Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
10% more capital invested
Capital invested by funds: $16.1M → $17.7M (+$1.63M)
0.3% more ownership
Funds ownership: 9.16% → 9.46% (+0.3%)
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$364K |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$204K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$185K |
| 4 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$78.2K |
| 5 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$78.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
-$152K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$105K |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$88.4K |
| 4 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$76K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$68.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NCM
26
Northside Capital Management
Hood River,
Oregon
| $168K | – | – | – |
|
|
SCA
27
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $162K | – | – | – |
|
|
SIM
28
Sonora Investment Management
Tucson,
Arizona
| $71K | +$68.6K | +4,385 | New |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $38K | +$203 | +13 | +0.5% |
|
|
IF
30
Ironwood Financial
Tucson,
Arizona
| $16K | – | – | – |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $6K | – | – | – |
|
|
TIM
32
Tortoise Investment Management
White Plains,
New York
| $6K | – | – | – |
|
|
SRC
33
Shufro Rose & Co
New York
| – | -$152K | -10,000 | Closed |
|
|
TCWM
34
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$76K | -5,000 | Closed |
|
35
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$62K | -4,000 | Closed |
|
NAZ Hedge Fund Activity: Q2 2021 in Review
32 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q2 2021, worth a combined $17.7M — up 10% from $16.1M a quarter earlier.
Fund positioning in NAZ was balanced in Q2 2021: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 7 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $364K. The largest seller was Shufro Rose & Co, exiting entirely with an estimated $152K sold.
- 32 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $17.7M of Nuveen Arizona Quality Municipal Income Fund stock for Q2 2021, up 10% quarter-over-quarter.
- 4 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q2 2021 and 4 closed out, a net change of 0 holders.
- The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q2 2021 was Bank of New York Mellon, an estimated $364K added.
- The largest Nuveen Arizona Quality Municipal Income Fund seller in Q2 2021 was Shufro Rose & Co, an estimated $152K sold.
Based on aggregated 13F filings for Q2 2021.