QQQX icon

Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

Overview Fund Activity

59 hedge funds and large institutions have $111M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
12
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.77M
2
SFS
2
Shaker Financial Services
Virginia
$1.62M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.59M
4
Invesco
4
Invesco
Georgia
$7.48M
5
DA
5
Doliver Advisors
Texas
$970K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.3M
2
KIM
2
Karpus Investment Management
New York
$3.01M
3
GC
3
Guggenheim Capital
Illinois
$8.65M
4
LPL Financial
4
LPL Financial
California
$1.31M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
51
Baldwin Wealth Partners
Massachusetts
$13K – – –
HNB
52
Huntington National Bank
Ohio
$13K – – –
EWM
53
Evercore Wealth Management
New York
$9K +$9K +500 New
WP
54
WealthPLAN Partners
Nebraska
$8.97K +$8.97K +502 New
BIG
55
Bellwether Investment Group
Tennessee
$8K +$8K +458 New
TCM
56
TD Capital Management
Tennessee
$5K +$5K +280 New
BCM
57
Blume Capital Management
California
$4K – – –
ASN
58
Advisory Services Network
Georgia
$4K – – –
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K +$1K +54 New
PAG
60
Private Advisor Group
New Jersey
– -$1.16M -62,680 Closed
SPC
61
Sigma Planning Corp
Michigan
– -$264K -14,306 Closed
AIG
62
American International Group
New York
– -$165K -8,903 Closed
MFBTD
63
MB Financial Bank - Trust Department
Illinois
– -$91K -4,915 Closed
FAM
64
Formidable Asset Management
Ohio
– -$85K -4,721 Closed
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
– -$57K -3,108 Closed
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
– -$53K -2,843 Closed
JIR
67
James Investment Research
Ohio
– -$26K -1,431 Closed
FCCM
68
First City Capital Management
Georgia
– -$9.85K -533 Closed
HDIM
69
Hanson & Doremus Investment Management
Vermont
– -$9K -465 Closed
TRCT
70
Tower Research Capital (TRC)
New York
– -$3K -173 Closed
WAM
71
Wealthspire Advisors (Maryland)
Maryland
– -$4K – –
1 2
3