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Nuveen NASDAQ 100 Dynamic Overwrite Fund

122 hedge funds and large institutions have $321M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

3% more funds holding

Funds holding: 119122 (+3)

1% more capital invested

Capital invested by funds: $318M → $321M (+$3.06M)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

2.14% less ownership

Funds ownership: 29.21%27.08% (-2.1%)

Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
36
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
26
Ionic Capital Management
New York
$2.11M -$1.34M -56,939 -39%
DADC
27
D.A. Davidson & Co
Montana
$2.07M -$128K -5,464 -6%
MA
28
MONECO Advisors
Connecticut
$1.76M -$138K -5,865 -7%
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$1.66M +$1.61M +68,701 +35,782%
SCM
30
Schnieders Capital Management
California
$1.65M -$112K -4,750 -7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.08M +$749K +31,882 +249%
AWS
32
Atria Wealth Solutions
New York
$1.01M -$687K -29,259 -42%
RCA
33
Ranch Capital Advisors
Florida
$871K -$4.51K -192 -0.5%
NA
34
NewEdge Advisors
Louisiana
$830K +$51.6K +2,197 +7%
GVAG
35
Great Valley Advisor Group
Delaware
$810K +$93K +3,960 +13%
Truist Financial
36
Truist Financial
North Carolina
$781K +$163K +6,954 +27%
CAN
37
Cetera Advisor Networks
California
$735K -$64.8K -2,760 -8%
LC
38
Lindbrook Capital
California
$723K
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$694K
NS
40
NBC Securities
Alabama
$611K -$4.04K -172 -0.7%
SC
41
Sapient Capital
Indiana
$571K -$3.12K -133 -0.6%
WS
42
Wedbush Securities
California
$548K -$285K -12,137 -35%
LSC
43
Logan Stone Capital
Illinois
$534K +$519K +22,113 New
MA
44
Mutual Advisors
Nebraska
$496K -$5.33K -227 -1%
BRWA
45
B. Riley Wealth Advisors
Florida
$474K +$37.5K +1,596 +8%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$456K -$18.8K -799 -4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$450K +$2.42K +103 +0.6%
Stifel Financial
48
Stifel Financial
Missouri
$450K -$22.7K -968 -5%
PAG
49
Private Advisor Group
New Jersey
$446K +$170K +7,226 +64%
First Trust Advisors
50
First Trust Advisors
Illinois
$445K +$433K +18,452 New

QQQX Hedge Fund Activity: Q1 2024 in Review

122 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2024, worth a combined $321M — up 0.96% from $318M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QQQX positions and 15 closed out — a net gain of 5 holders — while 36 added to existing stakes and 36 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $9.04M. The largest seller was Morgan Stanley, cutting an estimated $48M.

  • 122 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2024, up from 119 in Q4 2023.
  • Funds reported $321M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2024, up 0.96% quarter-over-quarter.
  • 20 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2024 and 15 closed out, a net change of +5 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $9.04M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2024 was Morgan Stanley, an estimated $48M sold.

Based on aggregated 13F filings for Q1 2024.