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Nuveen Arizona Quality Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 3232 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
32
Holders Change
Holders Change %
0%
% 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
8
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$2.52M +$53K +3,388 +2%
Morgan Stanley
2
Morgan Stanley
New York
$1.93M -$27.9K -1,781 -1%
Wells Fargo
3
Wells Fargo
California
$1.66M -$105K -6,712 -6%
CA
4
Cetera Advisors
Colorado
$1.65M +$18.7K +1,197 +1%
1W
5
1776 Wealth
Georgia
$1.28M
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.07M
BCWM
7
Bartlett & Co Wealth Management
Ohio
$765K +$78.2K +5,000 +12%
BC
8
Bartlett & Co
Ohio
$763K +$78.2K +5,000 +12%
UBS Group
9
UBS Group
Switzerland
$751K -$68.3K -4,367 -9%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$636K -$88.4K -5,648 -13%
FM
11
Family Management
New York
$559K
Bank of America
12
Bank of America
North Carolina
$472K +$72.1K +4,608 +19%
IFG
13
Independent Financial Group
California
$425K -$1.33K -85 -0.3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$376K +$364K +23,230 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$341K -$31.2K -1,996 -9%
Ameriprise
16
Ameriprise
Minnesota
$309K +$77.3K +4,941 +35%
MWM
17
Meridian Wealth Management
Kentucky
$232K
SLA
18
Silver Lake Advisory
Utah
$221K +$3.41K +218 +2%
KA
19
Kovack Advisors
Florida
$211K +$204K +13,008 New
LPL Financial
20
LPL Financial
California
$191K
DAS
21
Dynamic Advisor Solutions
Arizona
$191K +$185K +11,804 New
1WA
22
180 Wealth Advisors
Washington
$183K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$175K
Osaic Holdings
24
Osaic Holdings
Arizona
$171K -$42.3K -2,700 -20%
DWT
25
Dorsey & Whitney Trust
South Dakota
$168K

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.