We are live on ! Find out more
QQQX icon

Nuveen NASDAQ 100 Dynamic Overwrite Fund

91 hedge funds and large institutions have $174M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

21% more capital invested

Capital invested by funds: $144M → $174M (+$30.2M)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.03% less ownership

Funds ownership: 19.13%19.1% (-0.03%)

1% less funds holding

Funds holding: 9291 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
34
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$909K -$44.1K -1,981 -5%
SI
27
Stephens Inc
Arkansas
$871K +$59.5K +2,673 +8%
PP
28
Professional Planning
California
$839K -$109K -4,886 -12%
PCM
29
Pennsylvania Capital Management
Pennsylvania
$839K +$812K +36,467 New
HA
30
Harborview Advisors
Maine
$783K -$11.8K -531 -2%
RCA
31
Rowland Carmichael Advisors
Arizona
$758K +$734K +32,958 New
WS
32
Wedbush Securities
California
$752K +$757 +34 +0.1%
NA
33
NewEdge Advisors
Louisiana
$700K +$131K +5,906 +24%
RICHC
34
Renaissance Investment Consultants Holding Company
Pennsylvania
$680K +$17.6K +789 +3%
FHA
35
Flagship Harbor Advisors
Massachusetts
$675K +$25.8K +1,161 +4%
SXL
36
Summit X LLC
Missouri
$663K -$111K -4,986 -15%
Stifel Financial
37
Stifel Financial
Missouri
$655K +$232K +10,433 +58%
SCM
38
Schnieders Capital Management
California
$588K +$22.3K +1,000 +4%
FAM
39
Formidable Asset Management
Ohio
$535K +$22.3K +1,000 +5%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$526K +$21.6K +970 +4%
MA
41
Mutual Advisors
Nebraska
$457K -$71.5K -3,214 -14%
MML Investors Services
42
MML Investors Services
Massachusetts
$449K +$91.3K +4,100 +27%
CFGS
43
Concourse Financial Group Securities
Alabama
$399K +$243K +10,912 +177%
KWM
44
Kingsview Wealth Management
Oregon
$363K +$351K +15,756 New
SWP
45
Stratos Wealth Partners
Ohio
$362K -$6.32K -284 -2%
IAIM
46
International Assets Investment Management
Florida
$354K -$19.9K -894 -5%
SFS
47
Shaker Financial Services
Virginia
$345K -$3.35M -150,653 -91%
Citigroup
48
Citigroup
New York
$338K +$50.6K +2,271 +18%
WGA
49
Weather Gauge Advisory
Virginia
$323K -$13.2K -595 -4%
AWM
50
Adams Wealth Management
Utah
$313K -$62.7K -2,818 -17%

QQQX Hedge Fund Activity: Q2 2020 in Review

91 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2020, worth a combined $174M — up 21% from $144M a quarter earlier.

Fund positioning in QQQX was balanced in Q2 2020: 17 funds opened new positions, 17 closed out, 34 added to existing stakes and 24 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $5.54M. The largest seller was Shaker Financial Services, cutting an estimated $3.35M.

  • 91 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2020, down from 92 in Q1 2020.
  • Funds reported $174M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2020, up 21% quarter-over-quarter.
  • 17 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2020 and 17 closed out, a net change of 0 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2020 was Nan Shan Life Insurance, an estimated $5.54M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2020 was Shaker Financial Services, an estimated $3.35M sold.

Based on aggregated 13F filings for Q2 2020.