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Nuveen NASDAQ 100 Dynamic Overwrite Fund

101 hedge funds and large institutions have $205M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

6% more funds holding

Funds holding: 95101 (+6)

2% less capital invested

Capital invested by funds: $209M → $205M (-$4.16M)

2.8% less ownership

Funds ownership: 24.25%21.45% (-2.8%)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
33
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Aviance Capital Partners
Florida
$1.35M -$355K -16,221 -20%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$940K +$1.01M +45,997 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$904K +$28.3K +1,293 +3%
Millennium Management
29
Millennium Management
New York
$886K +$949K +43,380 New
FHA
30
Flagship Harbor Advisors
Massachusetts
$885K -$10.9K -500 -1%
MA
31
Mutual Advisors
Nebraska
$854K -$61.9K -2,828 -6%
IAIM
32
International Assets Investment Management
Florida
$838K +$606K +27,710 +208%
CAN
33
Cetera Advisor Networks
California
$813K -$194K -8,865 -18%
WS
34
Wedbush Securities
California
$805K -$316K -14,419 -27%
RCA
35
Ranch Capital Advisors
Florida
$787K -$390K -17,809 -32%
GVAG
36
Great Valley Advisor Group
Delaware
$776K +$110K +5,045 +15%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$710K +$299K +13,656 +65%
MML Investors Services
38
MML Investors Services
Massachusetts
$692K +$50.9K +2,325 +7%
BRWA
39
B. Riley Wealth Advisors
Florida
$642K +$436K +19,910 +173%
IA
40
IFG Advisory
Georgia
$609K +$44.6K +2,036 +7%
CWP
41
Cyndeo Wealth Partners
Florida
$600K +$643K +29,379 New
SPC
42
Sigma Planning Corp
Michigan
$553K +$17.4K +794 +3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$519K +$38.5K +1,758 +7%
AGM
44
Alpine Global Management
New York
$482K +$517K +23,611 New
LC
45
Lindbrook Capital
California
$458K +$491K +22,432 New
BAM
46
Belpointe Asset Management
Nevada
$442K -$361K -16,513 -43%
PFO
47
Pathstone Family Office
New Jersey
$409K
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$392K -$58.4K -2,670 -12%
HighTower Advisors
49
HighTower Advisors
Illinois
$384K -$81.1K -3,706 -16%
AC
50
Avory & Company
Florida
$351K

QQQX Hedge Fund Activity: Q4 2022 in Review

101 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2022, worth a combined $205M — down 2% from $209M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new QQQX positions and 13 closed out — a net gain of 10 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.35M. The largest seller was Wells Fargo, cutting an estimated $6.43M.

  • 101 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2022, up from 95 in Q3 2022.
  • Funds reported $205M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2022, down 2% quarter-over-quarter.
  • 23 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2022 and 13 closed out, a net change of +10 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2022 was Ameriprise, an estimated $1.35M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2022 was Wells Fargo, an estimated $6.43M sold.

Based on aggregated 13F filings for Q4 2022.