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Nuveen Arizona Quality Municipal Income Fund
NAZ

37 hedge funds and large institutions have $16.5M invested in Nuveen Arizona Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.93% less ownership

Funds ownership: 13.35% → 11.42% (-1.9%)

3% less funds holding

Funds holding: 38 → 37 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

17% less capital invested

Capital invested by funds: $19.9M → $16.5M (-$3.33M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$241K
2
KAS
Kestra Advisory Services
Texas
+$166K
3
SLA
Silver Lake Advisory
Utah
+$165K
4
Wells Fargo
Wells Fargo
California
+$129K
5
Morgan Stanley
Morgan Stanley
New York
+$86.6K

Top Sellers

Rank Fund Capital Flow
1
ACI
Alpha Cubed Investments
California
-$1.82M
2
RJA
Raymond James & Associates
Florida
-$837K
3
LPL Financial
LPL Financial
California
-$320K
4
MA
MAS Advisors
Florida
-$223K
5
Goldman Sachs
Goldman Sachs
New York
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
26
Balboa Wealth Partners
Arizona
$157K +$168K +12,545 New
SLA
27
Silver Lake Advisory
Utah
$155K +$165K +12,356 New
KAS
28
Kestra Advisory Services
Texas
$155K +$166K +12,374 New
DWT
29
Dorsey & Whitney Trust
South Dakota
$130K – – –
NCM
30
Northside Capital Management
Oregon
$130K – – –
SCA
31
STALEY CAPITAL ADVISERS
Pennsylvania
$125K – – –
PTC
32
Private Trust Company
Ohio
$76K +$81.3K +6,068 New
AF
33
Allworth Financial
California
$46K – – –
HNWAG
34
High Net Worth Advisory Group
Florida
$29K – – –
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$14K -$78K -5,826 -84%
TIM
36
Tortoise Investment Management
New York
$5K – – –
FIA
37
FNY Investment Advisers
New York
$1K – – –
MA
38
MAS Advisors
Florida
– -$223K -17,409 Closed
Goldman Sachs
39
Goldman Sachs
New York
– -$154K -12,000 Closed
SWM
40
SeaCrest Wealth Management
New York
– -$67K -5,200 Closed
TCWM
41
Total Clarity Wealth Management
Illinois
– -$64K -5,000 Closed
CA
42
CoreCap Advisors
Michigan
– -$51K -4,000 Closed
GWM
43
Geneos Wealth Management
Colorado
– -$31K -2,425 Closed
1
2

NAZ Hedge Fund Activity: Q3 2022 in Review

37 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q3 2022, worth a combined $16.5M — down 17% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NAZ and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 6 added.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $241K. The largest seller was Alpha Cubed Investments, cutting an estimated $1.82M.

  • 37 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q3 2022, down from 38 in Q2 2022.
  • Funds reported $16.5M of Nuveen Arizona Quality Municipal Income Fund stock for Q3 2022, down 17% quarter-over-quarter.
  • 5 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q3 2022 and 6 closed out, a net change of -1 holder.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q3 2022 was Stratos Wealth Partners, an estimated $241K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q3 2022 was Alpha Cubed Investments, an estimated $1.82M sold.

Based on aggregated 13F filings for Q3 2022.