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Nuveen NASDAQ 100 Dynamic Overwrite Fund

95 hedge funds and large institutions have $209M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

0.71% more ownership

Funds ownership: 23.54%24.25% (+0.71%)

3% less capital invested

Capital invested by funds: $216M → $209M (-$6.37M)

7% less funds holding

Funds holding: 10295 (-7)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
95
Holders Change
-7
Holders Change %
-6.86%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
41
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$334K -$113K -4,866 -23%
APA
52
American Portfolios Advisors
New York
$327K +$7.2K +310 +2%
IAIM
53
International Assets Investment Management
Florida
$273K -$21K -905 -6%
CFA
54
Capstone Financial Advisors
Illinois
$270K
PAG
55
Private Advisor Group
New Jersey
$237K -$101K -4,347 -27%
BRWA
56
B. Riley Wealth Advisors
Florida
$237K +$267K +11,507 New
HH
57
Hilltop Holdings
Texas
$224K -$13K -558 -5%
VF
58
Virtu Financial
New York
$216K +$244K +10,514 New
FAM
59
Formidable Asset Management
Ohio
$203K -$12.1K -520 -5%
MFG
60
Merit Financial Group
Georgia
$201K -$1.42M -61,209 -86%
IA
61
IFP Advisors
Florida
$160K +$58.8K +2,534 +78%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$134K +$1.63K +70 +1%
SPIA
63
Steward Partners Investment Advisory
New York
$116K
CAL
64
Capital Analysts LLC
Pennsylvania
$111K
AF
65
Allworth Financial
California
$105K -$33.7K -1,450 -22%
FIA
66
FNY Investment Advisers
New York
$77K
HCP
67
Hexagon Capital Partners
Arkansas
$57K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$56K
US Bancorp
69
US Bancorp
Minnesota
$51K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$48K -$27K -1,161 -33%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$47K
TJHA
72
Thomas J. Herzfeld Advisors
Florida
$43K +$1.07K +46 +2%
CBT
73
CoreFirst Bank & Trust
Kansas
$36K
GRP
74
Global Retirement Partners
California
$25K
KFI
75
Key Financial Inc
Pennsylvania
$23K

QQQX Hedge Fund Activity: Q3 2022 in Review

95 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2022, worth a combined $209M — down 3% from $216M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of QQQX and 7 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 41 added.

The largest buyer was LPL Financial, adding an estimated $2.68M. The largest seller was Merit Financial Group, cutting an estimated $1.42M.

  • 95 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2022, down from 102 in Q2 2022.
  • Funds reported $209M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2022, down 3% quarter-over-quarter.
  • 7 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2022 and 13 closed out, a net change of -6 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2022 was LPL Financial, an estimated $2.68M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2022 was Merit Financial Group, an estimated $1.42M sold.

Based on aggregated 13F filings for Q3 2022.