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Nuveen NASDAQ 100 Dynamic Overwrite Fund

91 hedge funds and large institutions have $146M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

2% more funds holding

Funds holding: 8991 (+2)

2% more capital invested

Capital invested by funds: $143M → $146M (+$3.14M)

0.13% less ownership

Funds ownership: 16.85%16.72% (-0.13%)

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
26
Financial Sense Advisors
California
$865K
HA
27
Harborview Advisors
Maine
$857K -$25.8K -1,153 -3%
FHA
28
Flagship Harbor Advisors
Massachusetts
$796K -$15.1K -674 -2%
BAM
29
Belpointe Asset Management
Nevada
$786K
PAG
30
Private Advisor Group
New Jersey
$702K +$168K +7,526 +32%
VC
31
Vicus Capital
Pennsylvania
$635K -$210K -9,375 -25%
WS
32
Wedbush Securities
California
$633K +$32.9K +1,469 +5%
MA
33
Mutual Advisors
Nebraska
$606K +$12.1K +541 +2%
Millennium Management
34
Millennium Management
New York
$575K +$575K +25,700 New
MML Investors Services
35
MML Investors Services
Massachusetts
$558K +$13.4K +600 +2%
SCM
36
Schnieders Capital Management
California
$495K +$22.9K +1,025 +5%
NA
37
NewEdge Advisors
Louisiana
$442K -$9.91K -443 -2%
BTS
38
BB&T Securities
Virginia
$437K +$71K +3,176 +19%
GW
39
GW & Wade
Massachusetts
$399K -$46K -2,055 -10%
DA
40
Doliver Advisors
Texas
$399K +$399K +17,835 New
SWP
41
Stratos Wealth Partners
Ohio
$396K -$68.2K -3,050 -15%
SFM
42
Signet Financial Management
New Jersey
$387K
AFP
43
Ausdal Financial Partners
Iowa
$374K +$365K +16,318 New
WGA
44
Weather Gauge Advisory
Virginia
$339K -$1.03K -46 -0.3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$324K +$49.2K +2,200 +18%
P
46
&Partners
Tennessee
$318K -$5.7K -255 -2%
Citigroup
47
Citigroup
New York
$309K -$16.2K -725 -5%
Creative Planning
48
Creative Planning
Kansas
$306K +$6.93K +310 +2%
APA
49
American Portfolios Advisors
New York
$300K
HighTower Advisors
50
HighTower Advisors
Illinois
$286K -$805 -36 -0.3%

QQQX Hedge Fund Activity: Q2 2019 in Review

91 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2019, worth a combined $146M — up 2.2% from $143M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QQQX positions and 9 closed out — a net gain of 4 holders — while 31 added to existing stakes and 22 trimmed.

The largest buyer was Invesco, adding an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $2.07M.

  • 91 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2019, up from 89 in Q1 2019.
  • Funds reported $146M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2019, up 2.2% quarter-over-quarter.
  • 13 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2019 and 9 closed out, a net change of +4 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2019 was Invesco, an estimated $1.82M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2019 was Morgan Stanley, an estimated $2.07M sold.

Based on aggregated 13F filings for Q2 2019.