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Nuveen NASDAQ 100 Dynamic Overwrite Fund

139 hedge funds and large institutions have $409M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

38% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 34

9% more funds holding

Funds holding: 127139 (+12)

9% more capital invested

Capital invested by funds: $374M → $409M (+$34.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.3% less ownership

Funds ownership: 31.23%30.94% (-0.3%)

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
47
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$2.33M +$63.7K +2,451 +3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.23M -$47.1K -1,813 -2%
ICM
28
Ionic Capital Management
New York
$2.01M -$717K -27,586 -27%
MA
29
MONECO Advisors
Connecticut
$1.85M -$16.7K -641 -0.9%
AWM
30
Axxcess Wealth Management
California
$1.5M +$46.7K +1,794 +3%
SCM
31
Schnieders Capital Management
California
$1.35M -$19.5K -750 -1%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1.33M +$79.1K +3,040 +7%
AIA
33
Absolute Investment Advisers
Florida
$1.25M +$1.2M +46,255 New
NA
34
NewEdge Advisors
Louisiana
$1.01M +$5.46K +210 +0.6%
AAM
35
Advisors Asset Management
Colorado
$1.01M +$497K +19,099 +104%
DWM
36
Dakota Wealth Management
Florida
$972K +$46.7K +1,795 +5%
First Trust Advisors
37
First Trust Advisors
Illinois
$914K +$7.13K +274 +0.8%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$908K -$30.8K -1,186 -3%
GVAG
39
Great Valley Advisor Group
Delaware
$898K -$14.5K -558 -2%
AWS
40
Atria Wealth Solutions
New York
$834K +$1.33K +51 +0.2%
KWA
41
Kingswood Wealth Advisors
California
$811K +$408K +15,689 +110%
QL
42
Quarry LP
New York
$726K +$698K +26,846 New
PAG
43
Private Advisor Group
New Jersey
$720K +$61.9K +2,380 +10%
AWA
44
Arkadios Wealth Advisors
Georgia
$711K +$446K +17,157 +188%
SWP
45
Stratos Wealth Partners
Ohio
$629K +$170K +6,518 +39%
SC
46
Sapient Capital
Indiana
$607K
HA
47
Huntleigh Advisors
Missouri
$585K +$562K +21,619 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$558K +$41.9K +1,612 +8%
AW
49
Alteri Wealth
California
$556K +$535K +20,563 New
MA
50
Mutual Advisors
Nebraska
$542K +$2.37K +91 +0.5%

QQQX Hedge Fund Activity: Q4 2024 in Review

139 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2024, worth a combined $409M — up 9.3% from $374M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new QQQX positions and 10 closed out — a net gain of 16 holders — while 47 added to existing stakes and 34 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $4.48M. The largest seller was International Assets Investment Management, cutting an estimated $9.29M.

  • 139 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2024, up from 127 in Q3 2024.
  • Funds reported $409M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2024, up 9.3% quarter-over-quarter.
  • 26 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2024 and 10 closed out, a net change of +16 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2024 was 1607 Capital Partners, an estimated $4.48M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2024 was International Assets Investment Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.