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Nuveen NASDAQ 100 Dynamic Overwrite Fund

107 hedge funds and large institutions have $277M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 107107 (0)

0.72% less ownership

Funds ownership: 23.58%22.86% (-0.72%)

9% less capital invested

Capital invested by funds: $304M → $277M (-$26.2M)

Holders
107
Holders Change
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
42
Reduced
19
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$1.46M +$190K +7,027 +16%
Stifel Financial
27
Stifel Financial
Missouri
$1.45M +$23.5K +870 +2%
RCA
28
Ranch Capital Advisors
Florida
$1.44M -$13.8K -511 -1%
WS
29
Wedbush Securities
California
$1.42M -$214K -7,928 -14%
AAM
30
Advisors Asset Management
Colorado
$1.29M -$816K -30,229 -40%
FHA
31
Flagship Harbor Advisors
Massachusetts
$1.19M +$40.8K +1,510 +4%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.14M +$71.9K +2,662 +7%
BAM
33
Belpointe Asset Management
Nevada
$1.07M +$6.46K +239 +0.6%
BRWM
34
B. Riley Wealth Management
Tennessee
$1.05M +$29.7K +1,101 +3%
AIM
35
Aspen Investment Management
Michigan
$991K -$294K -10,876 -24%
MA
36
Mutual Advisors
Nebraska
$900K +$99.8K +3,694 +13%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$878K +$4.08K +151 +0.5%
HighTower Advisors
38
HighTower Advisors
Illinois
$848K +$32.4K +1,200 +4%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$785K -$81K -2,999 -10%
D
40
Diversified
Delaware
$768K -$14.6K -539 -2%
AWA
41
Arkadios Wealth Advisors
Georgia
$669K -$438K -16,198 -41%
WP
42
WealthShield Partners
North Carolina
$612K +$571K +21,133 New
IA
43
IFG Advisory
Georgia
$610K +$580K +21,468 New
EH
44
Equitable Holdings
New York
$602K +$74.3K +2,750 +15%
SPC
45
Sigma Planning Corp
Michigan
$538K +$65.2K +2,414 +15%
SIC
46
Salem Investment Counselors
North Carolina
$512K +$486K +18,000 New
AC
47
Avory & Company
Florida
$488K +$463K +17,157 New
AWS
48
Atria Wealth Solutions
New York
$480K +$448K +16,572 New
CFA
49
Capstone Financial Advisors
Illinois
$412K
IAIM
50
International Assets Investment Management
Florida
$404K +$2.03K +75 +0.5%

QQQX Hedge Fund Activity: Q1 2022 in Review

107 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2022, worth a combined $277M — down 8.6% from $304M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new QQQX positions and 21 closed out — a net gain of 1 holder — while 42 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.24M. The largest seller was Nan Shan Life Insurance, cutting an estimated $14.4M.

  • 107 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $277M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2022, down 8.6% quarter-over-quarter.
  • 22 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2022 and 21 closed out, a net change of +1 holder.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2022 was Raymond James & Associates, an estimated $2.24M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2022 was Nan Shan Life Insurance, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2022.