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Nuveen NASDAQ 100 Dynamic Overwrite Fund

102 hedge funds and large institutions have $216M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

0.68% more ownership

Funds ownership: 22.86%23.54% (+0.68%)

5% less funds holding

Funds holding: 107102 (-5)

22% less capital invested

Capital invested by funds: $277M → $216M (-$61.7M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
102
Holders Change
-5
Holders Change %
-4.67%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
38
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.24M -$77.2K -3,144 -5%
RCA
27
Ranch Capital Advisors
Florida
$1.22M +$130K +5,298 +10%
EH
28
Equitable Holdings
New York
$1.17M +$793K +32,292 +153%
Stifel Financial
29
Stifel Financial
Missouri
$1.16M +$51K +2,075 +4%
JSMC
30
Jess S. Morgan & Co
California
$1.13M +$4.91K +200 +0.4%
WS
31
Wedbush Securities
California
$1.07M -$16.2K -659 -1%
FHA
32
Flagship Harbor Advisors
Massachusetts
$956K +$49.1K +2,000 +5%
BAM
33
Belpointe Asset Management
Nevada
$864K +$43K +1,750 +5%
MA
34
Mutual Advisors
Nebraska
$847K +$176K +7,148 +23%
MML Investors Services
35
MML Investors Services
Massachusetts
$819K -$62.6K -2,547 -6%
NA
36
NewEdge Advisors
Louisiana
$794K -$369K -15,023 -29%
GVAG
37
Great Valley Advisor Group
Delaware
$693K +$779K +31,718 New
AAM
38
Advisors Asset Management
Colorado
$655K -$377K -15,349 -34%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$554K -$54.7K -2,228 -8%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$529K -$164K -6,669 -22%
IA
41
IFG Advisory
Georgia
$501K +$36.8K +1,497 +7%
D
42
Diversified
Delaware
$482K -$121K -4,925 -18%
SPC
43
Sigma Planning Corp
Michigan
$474K +$68.1K +2,771 +15%
HighTower Advisors
44
HighTower Advisors
Illinois
$465K -$211K -8,574 -29%
AWA
45
Arkadios Wealth Advisors
Georgia
$462K -$57.6K -2,343 -10%
WP
46
WealthShield Partners
North Carolina
$453K -$20.4K -829 -4%
AAS
47
Ameritas Advisory Services
Nebraska
$424K +$284K +11,560 +147%
AC
48
Avory & Company
Florida
$375K
RJT
49
Raymond James Trust
Florida
$368K +$69.8K +2,840 +20%
PAG
50
Private Advisor Group
New Jersey
$347K +$56.5K +2,300 +17%

QQQX Hedge Fund Activity: Q2 2022 in Review

102 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2022, worth a combined $216M — down 22% from $277M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of QQQX and 12 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 38 added.

The largest buyer was Morgan Stanley, adding an estimated $4.43M. The largest seller was Invesco, cutting an estimated $2.47M.

  • 102 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2022, down from 107 in Q1 2022.
  • Funds reported $216M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2022, down 22% quarter-over-quarter.
  • 12 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2022 and 17 closed out, a net change of -5 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2022 was Morgan Stanley, an estimated $4.43M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2022 was Invesco, an estimated $2.47M sold.

Based on aggregated 13F filings for Q2 2022.