QQQX icon

Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

Overview Fund Activity

93 hedge funds and large institutions have $198M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$23.1M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$13.9M
3
SDAM
3
Shulman DeMeo Asset Management
New York
$1.69M
4
Bank of America
4
Bank of America
North Carolina
$9.72M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$8.75M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$16.7M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$32M
4
PCM
4
Pennsylvania Capital Management
Pennsylvania
$0
5
UBS Group
5
UBS Group
Switzerland
$18.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HL
51
HeadInvest LLC
Maine
$293K 12,045 +2,525 +27%
MFG
52
Merit Financial Group
Georgia
$292K 12,000 – –
Creative Planning
53
Creative Planning
Kansas
$289K 11,885 -300 -2%
AAS
54
Avantax Advisory Services
Texas
$269K 11,059 +11,059 New
MA
55
Mutual Advisors
Nebraska
$248K 10,193 -9,665 -49%
Citigroup
56
Citigroup
New York
$247K 10,147 -4,562 -31%
EH
57
Equitable Holdings
New York
$245K 10,072 – –
GAM
58
Griffin Asset Management
New York
$228K 9,355 – –
GW
59
GW & Wade
Massachusetts
$213K 8,757 -753 -8%
JCM
60
Jacobi Capital Management
Pennsylvania
$209K 8,584 +105 +1%
RJT
61
Raymond James Trust
Florida
$205K 8,442 +8,442 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$197K 6,699 – –
ANBT
63
American National Bank & Trust
Texas
$157K 6,445 – –
SPIA
64
Steward Partners Investment Advisory
New York
$138K 5,651 – –
AWM
65
Adams Wealth Management
Utah
$135K 5,559 -8,060 -59%
CAL
66
Capital Analysts LLC
Pennsylvania
$132K 5,404 – –
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$123K 5,056 +5,056 New
NFG
68
Next Financial Group
Texas
$105K 4,332 +4,332 New
EP
69
Eudaimonia Partners
Tennessee
$100K 4,125 -6,069 -60%
AF
70
Allworth Financial
California
$90K 3,716 – –
BFEC
71
Benjamin F. Edwards & Company
Missouri
$77K 3,143 +842 +37%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$68K 2,800 – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$67K 2,750 – –
GWM
74
Geneos Wealth Management
Colorado
$63K 2,628 -300 -10%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$49K 2,000 +1,900 +1,900%
1 2
3
4 5