QQQX icon

Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

Overview Fund Activity

114 hedge funds and large institutions have $224M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
114
Holders Change
+21
Holders Change %
+22.58%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
35
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$20.2M
2
SFS
2
Shaker Financial Services
Virginia
$3.5M
3
BA
3
Bridge Advisory
California
$1.98M
4
Citigroup
4
Citigroup
New York
$1.92M
5
Morgan Stanley
5
Morgan Stanley
New York
$35.7M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.92M
3
Bank of America
3
Bank of America
North Carolina
$8.96M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$7.96M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.41M
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
51
Kingsview Wealth Management
Oregon
$352K 13,524 -5,152 -28%
HighTower Advisors
52
HighTower Advisors
Illinois
$346K 13,278 +144 +1%
APA
53
American Portfolios Advisors
New York
$344K 13,210 – –
AIM
54
Aspen Investment Management
Michigan
$342K 13,150 +400 +3%
IAIM
55
International Assets Investment Management
Florida
$336K 12,924 -1,225 -9%
Millennium Management
56
Millennium Management
New York
$336K 12,900 +12,900 New
KAS
57
Kestra Advisory Services
Texas
$330K 12,680 +12,680 New
Creative Planning
58
Creative Planning
Kansas
$326K 12,552 +667 +6%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$312K 12,002 +12,002 New
BRWM
60
B. Riley Wealth Management
Tennessee
$300K 11,517 +11,517 New
TF
61
TIAA FSB
Florida
$282K 10,828 +10,828 New
CWS
62
Cypress Wealth Services
California
$267K 10,275 +10,275 New
EH
63
Equitable Holdings
New York
$265K 10,173 +101 +1%
AWM
64
AE Wealth Management
Kansas
$251K 9,661 +9,661 New
EVM
65
Eaton Vance Management
Massachusetts
$245K 9,406 +9,406 New
GAM
66
Griffin Asset Management
New York
$243K 9,355 – –
JCM
67
Jacobi Capital Management
Pennsylvania
$228K 8,781 +197 +2%
SS
68
Simplicity Solutions
Minnesota
$221K 8,485 +8,485 New
RJT
69
Raymond James Trust
Florida
$220K 8,442 – –
MA
70
Mutual Advisors
Nebraska
$216K 8,311 -1,882 -18%
VCM
71
Vivaldi Capital Management
Illinois
$211K 8,103 +8,103 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$197K 6,699 – –
ANBT
73
American National Bank & Trust
Texas
$168K 6,445 – –
WAM
74
Wolverine Asset Management
Illinois
$163K 6,273 +6,273 New
1CP
75
1607 Capital Partners
Virginia
$157K 6,047 +6,047 New
1 2
3
4 5