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Nuveen Arizona Quality Municipal Income Fund
NAZ

34 hedge funds and large institutions have $19M invested in Nuveen Arizona Quality Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

7% more capital invested

Capital invested by funds: $17.7M → $19M (+$1.27M)

6% more funds holding

Funds holding: 32 → 34 (+2)

1% more ownership

Funds ownership: 9.46% → 10.46% (+1%)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.56M
2
MML Investors Services
MML Investors Services
Massachusetts
+$338K
3
Wells Fargo
Wells Fargo
California
+$264K
4
Bank of America
Bank of America
North Carolina
+$129K
5
Morgan Stanley
Morgan Stanley
New York
+$127K

Top Sellers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$465K
2
FM
Family Management
New York
-$112K
3
UBS Group
UBS Group
Switzerland
-$47.2K
4
Osaic Holdings
Osaic Holdings
Arizona
-$29.1K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.74K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$2.44M -$319 -20 -0%
Morgan Stanley
2
Morgan Stanley
New York
$2M +$127K +7,972 +7%
Wells Fargo
3
Wells Fargo
California
$1.87M +$264K +16,556 +16%
LPL Financial
4
LPL Financial
California
$1.72M +$1.56M +97,585 +826%
CA
5
Cetera Advisors
Colorado
$1.64M +$42.2K +2,646 +3%
1W
6
1776 Wealth
Georgia
$1.24M – – –
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.04M – – –
BCWM
8
Bartlett & Co Wealth Management
Ohio
$805K +$63.8K +4,000 +8%
BC
9
Bartlett & Co
Ohio
$802K +$63.8K +4,000 +8%
UBS Group
10
UBS Group
Switzerland
$681K -$47.2K -2,961 -6%
Bank of America
11
Bank of America
North Carolina
$584K +$129K +8,085 +28%
FM
12
Family Management
New York
$432K -$112K -7,000 -20%
IFG
13
Independent Financial Group
California
$421K +$9.57K +600 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$365K +$351 +22 +0.1%
MML Investors Services
15
MML Investors Services
Massachusetts
$332K +$338K +21,196 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$325K -$4.74K -297 -1%
Ameriprise
17
Ameriprise
Minnesota
$296K -$2.68K -168 -0.9%
MWM
18
Meridian Wealth Management
Kentucky
$224K – – –
SLA
19
Silver Lake Advisory
Utah
$218K +$686 +43 +0.3%
KA
20
Kovack Advisors
Florida
$204K – – –
DAS
21
Dynamic Advisor Solutions
Arizona
$187K +$1.53K +96 +0.8%
1WA
22
180 Wealth Advisors
Washington
$181K – – –
DWT
23
Dorsey & Whitney Trust
South Dakota
$163K – – –
NCM
24
Northside Capital Management
Oregon
$163K – – –
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$159K -$465K -29,158 -74%
1
2

NAZ Hedge Fund Activity: Q3 2021 in Review

34 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q3 2021, worth a combined $19M — up 7.1% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NAZ positions and 0 closed out — a net gain of 3 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.56M. The largest seller was Fiera Capital (Canada), cutting an estimated $465K.

  • 34 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q3 2021, up from 32 in Q2 2021.
  • Funds reported $19M of Nuveen Arizona Quality Municipal Income Fund stock for Q3 2021, up 7.1% quarter-over-quarter.
  • 3 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q3 2021 and 0 closed out, a net change of +3 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q3 2021 was LPL Financial, an estimated $1.56M added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q3 2021 was Fiera Capital (Canada), an estimated $465K sold.

Based on aggregated 13F filings for Q3 2021.