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Nuveen NASDAQ 100 Dynamic Overwrite Fund

127 hedge funds and large institutions have $374M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $353M → $374M (+$21.3M)

5% more funds holding

Funds holding: 121127 (+6)

2.45% more ownership

Funds ownership: 28.79%31.23% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
40
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Arete Wealth Advisors
Illinois
$3.03M +$102K +4,121 +4%
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$2.86M +$93.2K +3,781 +3%
ICM
28
Ionic Capital Management
New York
$2.56M +$349K +14,172 +16%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.12M -$46.4K -1,883 -2%
DADC
30
D.A. Davidson & Co
Montana
$2.1M -$20K -810 -1%
MA
31
MONECO Advisors
Connecticut
$1.74M +$69.5K +2,821 +4%
AWM
32
Axxcess Wealth Management
California
$1.35M -$1.46M -59,239 -52%
SCM
33
Schnieders Capital Management
California
$1.27M -$86.2K -3,500 -6%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.16M +$386K +15,666 +51%
Two Sigma Investments
35
Two Sigma Investments
New York
$1.09M +$278K +11,301 +35%
NA
36
NewEdge Advisors
Louisiana
$935K -$78.2K -3,175 -8%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$873K -$42.7K -1,732 -5%
DWM
38
Dakota Wealth Management
Florida
$858K +$358K +14,525 +74%
GVAG
39
Great Valley Advisor Group
Delaware
$847K +$33.5K +1,361 +4%
First Trust Advisors
40
First Trust Advisors
Illinois
$842K +$137K +5,572 +20%
AWS
41
Atria Wealth Solutions
New York
$786K -$28.3K -1,150 -4%
SA
42
Sanctuary Advisors
Indiana
$661K +$49.8K +2,020 +9%
NS
43
NBC Securities
Alabama
$629K -$3.99K -162 -0.6%
PAG
44
Private Advisor Group
New Jersey
$609K -$40K -1,623 -6%
SC
45
Sapient Capital
Indiana
$573K
Truist Financial
46
Truist Financial
North Carolina
$513K -$78.9K -3,201 -14%
MA
47
Mutual Advisors
Nebraska
$505K -$29.5K -1,197 -6%
WS
48
Wedbush Securities
California
$496K -$137K -5,572 -22%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$477K -$623K -25,270 -57%
BRWA
50
B. Riley Wealth Advisors
Florida
$462K -$33.6K -1,365 -7%

QQQX Hedge Fund Activity: Q3 2024 in Review

127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2024, worth a combined $374M — up 6% from $353M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QQQX positions and 7 closed out — a net gain of 7 holders — while 40 added to existing stakes and 42 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $16.3M. The largest seller was Nan Shan Life Insurance, cutting an estimated $2.19M.

  • 127 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $374M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2024, up 6% quarter-over-quarter.
  • 14 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2024 and 7 closed out, a net change of +7 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2024 was Karpus Investment Management, an estimated $16.3M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2024 was Nan Shan Life Insurance, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2024.