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Nuveen Arizona Quality Municipal Income Fund

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: 3837 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.44M +$86.6K +6,467 +3%
LPL Financial
2
LPL Financial
California
$1.65M -$320K -23,903 -15%
Wells Fargo
3
Wells Fargo
California
$1.54M +$129K +9,657 +9%
MIM
4
Meixler Investment Management
Arizona
$1.49M -$80.4K -6,000 -5%
CA
5
Cetera Advisors
Colorado
$1.21M -$149K -11,097 -10%
1W
6
1776 Wealth
Georgia
$988K
BC
7
Bartlett & Co
Ohio
$709K
BCWM
8
Bartlett & Co Wealth Management
Ohio
$709K
UBS Group
9
UBS Group
Switzerland
$613K +$52.4K +3,910 +9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$450K +$2.68K +200 +0.6%
FM
11
Family Management
New York
$412K
RJA
12
Raymond James & Associates
Florida
$408K -$837K -62,495 -66%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$292K -$187 -14 -0.1%
WWM
14
Western Wealth Management
Colorado
$284K
IFG
15
Independent Financial Group
California
$264K -$76.3K -5,700 -21%
Ameriprise
16
Ameriprise
Minnesota
$258K -$8.49K -634 -3%
MML Investors Services
17
MML Investors Services
Massachusetts
$231K +$937 +70 +0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$226K
SWP
19
Stratos Wealth Partners
Ohio
$225K +$241K +18,010 New
DAS
20
Dynamic Advisor Solutions
Arizona
$219K -$25.7K -1,919 -10%
Bank of America
21
Bank of America
North Carolina
$193K -$121K -9,052 -37%
Osaic Holdings
22
Osaic Holdings
Arizona
$183K +$47K +3,511 +32%
MWM
23
Meridian Wealth Management
Kentucky
$179K
IGWM
24
ICA Group Wealth Management
Colorado
$178K
ACI
25
Alpha Cubed Investments
California
$170K -$1.82M -135,960 -91%

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.