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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$1.54M
2
RJA
Raymond James & Associates
Florida
+$190K
3
SRC
Shufro Rose & Co
New York
+$153K
4
Wells Fargo
Wells Fargo
California
+$152K
5
Morgan Stanley
Morgan Stanley
New York
+$102K

Top Sellers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$610K
2
Creative Planning
Creative Planning
Kansas
-$346K
3
KA
Kovack Advisors
Florida
-$206K
4
Ameriprise
Ameriprise
Minnesota
-$87.9K
5
UBS Group
UBS Group
Switzerland
-$49.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$2.31M +$190K +12,409 +9%
Morgan Stanley
2
Morgan Stanley
New York
$1.83M +$102K +6,680 +6%
Wells Fargo
3
Wells Fargo
California
$1.66M +$152K +9,918 +10%
CA
4
Cetera Advisors
Colorado
$1.52M +$1.54M +100,440 New
1W
5
1776 Wealth
Georgia
$1.2M – – –
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1M – – –
UBS Group
7
UBS Group
Switzerland
$769K -$49.5K -3,233 -6%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$681K -$610K -39,856 -47%
BCWM
9
Bartlett & Co Wealth Management
Ohio
$641K +$42.9K +2,800 +7%
BC
10
Bartlett & Co
Ohio
$639K +$42.9K +2,800 +7%
FM
11
Family Management
New York
$523K – – –
IFG
12
Independent Financial Group
California
$399K -$7.66K -500 -2%
Bank of America
13
Bank of America
North Carolina
$372K +$47.5K +3,100 +14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$349K +$15.4K +1,006 +5%
MWM
15
Meridian Wealth Management
Kentucky
$217K – – –
Ameriprise
16
Ameriprise
Minnesota
$214K -$87.9K -5,742 -29%
SLA
17
Silver Lake Advisory
Utah
$207K +$2.01K +131 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$201K -$15.3K -1,000 -7%
1WA
19
180 Wealth Advisors
Washington
$179K – – –
LPL Financial
20
LPL Financial
California
$179K – – –
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$175K – – –
DWT
22
Dorsey & Whitney Trust
South Dakota
$157K – – –
NCM
23
Northside Capital Management
Oregon
$157K – – –
SCA
24
STALEY CAPITAL ADVISERS
Pennsylvania
$152K – – –
SRC
25
Shufro Rose & Co
New York
$152K +$153K +10,000 New
1
2

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.