QQQX icon

Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

Overview Fund Activity

69 hedge funds and large institutions have $151M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
22
Closed
6
Calls
–
Puts
$6.46M
Net Calls
-$6.46M
Net Calls Change
-$6.46M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$40.6M
2
Wells Fargo
Wells Fargo
California
$8.83M
3
ALIONA
Allianz Life Insurance of North America
Minnesota
$499K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.15M
5
LPL Financial
LPL Financial
California
$818K

Top Sellers

1
Invesco
Invesco
Georgia
$7.36M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
3
Millennium Management
Millennium Management
New York
$0
4
RJA
Raymond James & Associates
Florida
$9.28M
5
BAM
Belpointe Asset Management
Nevada
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$558K +$52.6K +2,134 +10%
ALIONA
27
Allianz Life Insurance of North America
Minnesota
$499K +$499K +20,834 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$465K +$210K +8,519 +82%
SPC
29
Sigma Planning Corp
Michigan
$411K +$10.4K +420 +3%
Northern Trust
30
Northern Trust
Illinois
$375K +$49.4K +2,000 +15%
Creative Planning
31
Creative Planning
Kansas
$304K -$5.31K -215 -2%
SI
32
Stephens Inc
Arkansas
$257K -$72.4K -2,936 -22%
WS
33
Wedbush Securities
California
$252K +$252K +10,218 New
ANBT
34
American National Bank & Trust
Texas
$247K – – –
PAG
35
Private Advisor Group
New Jersey
$240K +$19.8K +803 +9%
MML Investors Services
36
MML Investors Services
Massachusetts
$237K +$237K +9,602 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$232K -$70.3K -2,854 -23%
GAM
38
Griffin Asset Management
New York
$231K – – –
SB
39
Suntrust Banks
Georgia
$228K -$143K -6,500 -39%
AIA
40
Allegis Investment Advisors
Idaho
$221K -$7.77K -315 -3%
Citigroup
41
Citigroup
New York
$210K -$148K -6,000 -41%
JCM
42
Jacobi Capital Management
Pennsylvania
$177K -$3.42K -142 -2%
IIC
43
Integrated Investment Consultants
Michigan
$133K +$133K +5,411 New
SPIA
44
Steward Partners Investment Advisory
New York
$99K – – –
AF
45
Allworth Financial
California
$89K – – –
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$86K -$15.5K -642 -15%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$79K +$79K +3,199 New
GWM
48
Geneos Wealth Management
Colorado
$67K -$4.87K -200 -7%
PFA
49
Pathway Financial Advisors
Vermont
$62K – – –
IWM
50
IHT Wealth Management
Illinois
$60K – – –
1
2
3