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Nuveen NASDAQ 100 Dynamic Overwrite Fund

121 hedge funds and large institutions have $353M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $321M → $353M (+$31.5M)

1.71% more ownership

Funds ownership: 27.08%28.79% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 122121 (-1)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
41
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$2.82M +$2.26M +94,932 +524%
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$2.76M +$978K +41,027 +60%
ICM
28
Ionic Capital Management
New York
$2.2M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.16M -$39.4K -1,654 -2%
DADC
30
D.A. Davidson & Co
Montana
$2.12M -$35K -1,466 -2%
MA
31
MONECO Advisors
Connecticut
$1.66M -$156K -6,546 -9%
SCM
32
Schnieders Capital Management
California
$1.36M -$332K -13,936 -20%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.11M +$838K +35,145 +385%
NA
34
NewEdge Advisors
Louisiana
$1.01M +$144K +6,022 +18%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$915K -$196K -8,230 -18%
RCA
36
Ranch Capital Advisors
Florida
$902K -$1.53K -64 -0.2%
AWS
37
Atria Wealth Solutions
New York
$817K -$218K -9,149 -22%
GVAG
38
Great Valley Advisor Group
Delaware
$812K -$27.6K -1,159 -3%
Two Sigma Investments
39
Two Sigma Investments
New York
$806K +$766K +32,143 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$766K +$348K +14,599 +92%
First Trust Advisors
41
First Trust Advisors
Illinois
$701K +$226K +9,484 +51%
PAG
42
Private Advisor Group
New Jersey
$648K +$176K +7,376 +40%
WS
43
Wedbush Securities
California
$635K +$61.8K +2,591 +11%
NS
44
NBC Securities
Alabama
$632K -$3.19K -134 -0.5%
Truist Financial
45
Truist Financial
North Carolina
$593K -$209K -8,745 -27%
SC
46
Sapient Capital
Indiana
$572K -$19.8K -829 -4%
SA
47
Sanctuary Advisors
Indiana
$541K +$561K +23,516 New
MA
48
Mutual Advisors
Nebraska
$512K +$14.2K +594 +3%
BRWA
49
B. Riley Wealth Advisors
Florida
$501K -$26.2K -1,097 -5%
DWM
50
Dakota Wealth Management
Florida
$492K +$161K +6,750 +52%

QQQX Hedge Fund Activity: Q2 2024 in Review

121 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2024, worth a combined $353M — up 9.8% from $321M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQQX positions and 9 closed out — a net gain of 2 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $12.5M. The largest seller was Bank of America, cutting an estimated $2.83M.

  • 121 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2024, down from 122 in Q1 2024.
  • Funds reported $353M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2024, up 9.8% quarter-over-quarter.
  • 11 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2024 and 9 closed out, a net change of +2 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2024 was Karpus Investment Management, an estimated $12.5M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2024 was Bank of America, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2024.