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Nuveen NASDAQ 100 Dynamic Overwrite Fund

105 hedge funds and large institutions have $262M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $241M → $262M (+$21.3M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0.72% more ownership

Funds ownership: 21.63%22.35% (+0.72%)

0% more funds holding

Funds holding: 105105 (0)

Holders
105
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
36
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$1.07M -$553K -22,780 -35%
Truist Financial
27
Truist Financial
North Carolina
$1.06M -$87.9K -3,623 -8%
GVAG
28
Great Valley Advisor Group
Delaware
$1M +$65.5K +2,700 +7%
NA
29
NewEdge Advisors
Louisiana
$960K +$13K +537 +1%
RCA
30
Ranch Capital Advisors
Florida
$940K -$42.4K -1,749 -4%
WS
31
Wedbush Securities
California
$814K -$129K -5,313 -14%
IA
32
IFG Advisory
Georgia
$768K +$32.8K +1,353 +5%
CWP
33
Cyndeo Wealth Partners
Florida
$732K
SPC
34
Sigma Planning Corp
Michigan
$710K +$19.6K +806 +3%
Stifel Financial
35
Stifel Financial
Missouri
$672K -$407K -16,757 -38%
LC
36
Lindbrook Capital
California
$671K +$42.5K +1,750 +7%
CAN
37
Cetera Advisor Networks
California
$603K -$404K -16,651 -41%
MA
38
Mutual Advisors
Nebraska
$585K -$418K -17,238 -42%
BRWA
39
B. Riley Wealth Advisors
Florida
$525K -$12.4K -511 -2%
FHA
40
Flagship Harbor Advisors
Massachusetts
$510K -$531K -21,890 -52%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$455K -$20.7K -851 -4%
AC
42
Avory & Company
Florida
$428K
RJT
43
Raymond James Trust
Florida
$419K +$84.9K +3,500 +26%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$414K -$21.8K -898 -5%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$402K -$100K -4,122 -20%
MML Investors Services
46
MML Investors Services
Massachusetts
$388K +$71K +2,925 +23%
MC
47
Moors & Cabot
Massachusetts
$373K +$121K +4,991 +50%
WP
48
WealthShield Partners
North Carolina
$365K +$16.5K +678 +5%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$352K +$64.7K +2,667 +23%
D
50
Diversified
Delaware
$348K +$1.89K +78 +0.6%

QQQX Hedge Fund Activity: Q2 2023 in Review

105 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2023, worth a combined $262M — up 8.8% from $241M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QQQX positions and 13 closed out — a net gain of 1 holder — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.44M. The largest seller was Ausdal Financial Partners, exiting entirely with an estimated $2.75M sold.

  • 105 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $262M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2023, up 8.8% quarter-over-quarter.
  • 14 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2023 and 13 closed out, a net change of +1 holder.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2023 was Wells Fargo, an estimated $9.44M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2023 was Ausdal Financial Partners, an estimated $2.75M sold.

Based on aggregated 13F filings for Q2 2023.