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Nuveen NASDAQ 100 Dynamic Overwrite Fund

95 hedge funds and large institutions have $209M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

0.71% more ownership

Funds ownership: 23.54%24.25% (+0.71%)

3% less capital invested

Capital invested by funds: $216M → $209M (-$6.37M)

7% less funds holding

Funds holding: 10295 (-7)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
95
Holders Change
-7
Holders Change %
-6.86%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
41
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
26
Ranch Capital Advisors
Florida
$1.16M +$8.29K +357 +0.6%
WS
27
Wedbush Securities
California
$1.1M +$109K +4,711 +10%
JSMC
28
Jess S. Morgan & Co
California
$1.1M +$36.3K +1,565 +3%
CAN
29
Cetera Advisor Networks
California
$998K -$187K -8,072 -14%
MA
30
Mutual Advisors
Nebraska
$916K +$136K +5,854 +15%
FHA
31
Flagship Harbor Advisors
Massachusetts
$899K +$1.86K +80 +0.2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$881K -$478K -20,582 -32%
NA
33
NewEdge Advisors
Louisiana
$823K +$87.8K +3,782 +10%
BAM
34
Belpointe Asset Management
Nevada
$782K -$32.5K -1,400 -4%
GVAG
35
Great Valley Advisor Group
Delaware
$676K +$28.6K +1,230 +4%
MML Investors Services
36
MML Investors Services
Massachusetts
$647K -$138K -5,922 -16%
IA
37
IFG Advisory
Georgia
$569K +$112K +4,820 +21%
SPC
38
Sigma Planning Corp
Michigan
$539K +$107K +4,599 +21%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$485K -$40.2K -1,731 -7%
HighTower Advisors
40
HighTower Advisors
Illinois
$465K +$29.1K +1,252 +6%
AWS
41
Atria Wealth Solutions
New York
$457K +$506K +21,788 New
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$448K -$55K -2,370 -10%
WP
43
WealthShield Partners
North Carolina
$446K +$21.8K +937 +5%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$432K +$165K +7,097 +51%
PFO
45
Pathstone Family Office
New Jersey
$412K +$464K +20,000 New
AAS
46
Ameritas Advisory Services
Nebraska
$399K +$1.14K +49 +0.3%
AC
47
Avory & Company
Florida
$352K
D
48
Diversified
Delaware
$349K -$118K -5,061 -23%
RJT
49
Raymond James Trust
Florida
$345K
WWM
50
Western Wealth Management
Colorado
$338K +$167K +7,200 +78%

QQQX Hedge Fund Activity: Q3 2022 in Review

95 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2022, worth a combined $209M — down 3% from $216M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of QQQX and 7 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 41 added.

The largest buyer was LPL Financial, adding an estimated $2.68M. The largest seller was Merit Financial Group, cutting an estimated $1.42M.

  • 95 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2022, down from 102 in Q2 2022.
  • Funds reported $209M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2022, down 3% quarter-over-quarter.
  • 7 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2022 and 13 closed out, a net change of -6 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2022 was LPL Financial, an estimated $2.68M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2022 was Merit Financial Group, an estimated $1.42M sold.

Based on aggregated 13F filings for Q3 2022.