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Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

119 hedge funds and large institutions have $318M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

37% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 30

22% more capital invested

Capital invested by funds: $261M → $318M (+$56.7M)

7% more funds holding

Funds holding: 111 → 119 (+8)

4.49% more ownership

Funds ownership: 24.72% → 29.21% (+4.5%)

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
41
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$40.6M
2
CA
Cornerstone Advisors
North Carolina
+$12M
3
KIM
Karpus Investment Management
New York
+$5.22M
4
LCM
Landscape Capital Management
New Jersey
+$3.35M
5
1CP
1607 Capital Partners
Virginia
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$11.7M
2
BA
Bridge Advisory
California
-$3.27M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.35M
4
GS
GTS Securities
New York
-$1.47M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$2.12M -$123K -5,509 -6%
MA
27
MONECO Advisors
Connecticut
$1.82M +$39.3K +1,756 +2%
EH
28
Equitable Holdings
New York
$1.82M +$596K +26,641 +51%
SCM
29
Schnieders Capital Management
California
$1.69M +$191K +8,525 +13%
AWS
30
Atria Wealth Solutions
New York
$1.63M -$688K -30,747 -30%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$887K +$857K +38,323 New
RCA
32
Ranch Capital Advisors
Florida
$829K -$29K -1,297 -3%
WS
33
Wedbush Securities
California
$807K +$70.3K +3,142 +10%
EC
34
Elequin Capital
New York
$779K -$127K -5,692 -14%
CAN
35
Cetera Advisor Networks
California
$768K +$109K +4,879 +17%
NA
36
NewEdge Advisors
Louisiana
$745K +$55.3K +2,473 +8%
LC
37
Lindbrook Capital
California
$693K +$67.1K +3,000 +11%
GVAG
38
Great Valley Advisor Group
Delaware
$685K -$326K -14,560 -33%
CWP
39
Cyndeo Wealth Partners
Florida
$680K – – –
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$666K +$520K +23,231 +420%
NS
41
NBC Securities
Alabama
$590K +$12.9K +578 +2%
Truist Financial
42
Truist Financial
North Carolina
$588K -$170K -7,622 -23%
SC
43
Sapient Capital
Indiana
$542K +$523K +23,400 New
MA
44
Mutual Advisors
Nebraska
$481K +$3.18K +142 +0.7%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$456K +$1.27K +57 +0.3%
Stifel Financial
46
Stifel Financial
Missouri
$454K -$174K -7,766 -28%
BRWA
47
B. Riley Wealth Advisors
Florida
$443K -$35.7K -1,596 -8%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$429K +$4.52K +202 +1%
Millennium Management
49
Millennium Management
New York
$428K +$190K +8,517 +85%
DC
50
Davenport & Co
Virginia
$405K +$123K +5,500 +46%
1
2
3 4 5

QQQX Hedge Fund Activity: Q4 2023 in Review

119 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2023, worth a combined $318M — up 22% from $261M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new QQQX positions and 13 closed out — a net gain of 9 holders — while 41 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $40.6M. The largest seller was Wells Fargo, cutting an estimated $11.7M.

  • 119 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2023, up from 111 in Q3 2023.
  • Funds reported $318M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2023, up 22% quarter-over-quarter.
  • 22 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2023 and 13 closed out, a net change of +9 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2023 was Morgan Stanley, an estimated $40.6M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2023 was Wells Fargo, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2023.