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Nuveen NASDAQ 100 Dynamic Overwrite Fund

107 hedge funds and large institutions have $277M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 107107 (0)

0.72% less ownership

Funds ownership: 23.58%22.86% (-0.72%)

9% less capital invested

Capital invested by funds: $304M → $277M (-$26.2M)

Holders
107
Holders Change
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
42
Reduced
19
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
51
Raymond James Trust
Florida
$398K +$5.4K +200 +1%
Creative Planning
52
Creative Planning
Kansas
$396K +$24.3K +899 +7%
PAG
53
Private Advisor Group
New Jersey
$386K -$13.4K -497 -4%
APA
54
American Portfolios Advisors
New York
$386K
FAM
55
Formidable Asset Management
Ohio
$273K +$259K +9,595 New
GAM
56
Griffin Asset Management
New York
$266K
JCM
57
Jacobi Capital Management
Pennsylvania
$266K
WWM
58
Western Wealth Management
Colorado
$264K +$250K +9,266 New
EVM
59
Eaton Vance Management
Massachusetts
$248K
CWG
60
Cornerstone Wealth Group
North Carolina
$240K +$228K +8,453 New
WAM
61
WealthTrust Asset Management
Florida
$238K -$54.4K -2,015 -19%
SWP
62
Stratos Wealth Partners
Ohio
$232K +$16.2K +598 +8%
CWS
63
Cypress Wealth Services
California
$231K +$1.57K +58 +0.7%
AAS
64
Ameritas Advisory Services
Nebraska
$224K
KPWS
65
Kestra Private Wealth Services
Texas
$220K +$11.5K +426 +6%
FIA
66
Foundations Investment Advisors
Arizona
$220K +$25.9K +960 +13%
NLP
67
Next Level Private
New York
$207K
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$198K +$27.3K +1,010 +17%
SPIA
69
Steward Partners Investment Advisory
New York
$161K
CAL
70
Capital Analysts LLC
Pennsylvania
$154K
AF
71
Allworth Financial
California
$146K +$37.8K +1,399 +38%
LC
72
Lindbrook Capital
California
$114K +$108K +4,000 New
FIA
73
FNY Investment Advisers
New York
$108K +$103K +3,800 New
IA
74
IFP Advisors
Florida
$90K +$88K +3,257 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$83K -$7.29K -270 -9%

QQQX Hedge Fund Activity: Q1 2022 in Review

107 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2022, worth a combined $277M — down 8.6% from $304M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new QQQX positions and 21 closed out — a net gain of 1 holder — while 42 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.24M. The largest seller was Nan Shan Life Insurance, cutting an estimated $14.4M.

  • 107 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $277M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2022, down 8.6% quarter-over-quarter.
  • 22 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2022 and 21 closed out, a net change of +1 holder.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2022 was Raymond James & Associates, an estimated $2.24M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2022 was Nan Shan Life Insurance, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2022.