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Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

101 hedge funds and large institutions have $205M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

6% more funds holding

Funds holding: 95 → 101 (+6)

2% less capital invested

Capital invested by funds: $209M → $205M (-$4.16M)

2.8% less ownership

Funds ownership: 24.25% → 21.45% (-2.8%)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
33
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.35M
2
AWS
Atria Wealth Solutions
New York
+$1.3M
3
GC
Guggenheim Capital
Illinois
+$1.19M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.01M
5
Millennium Management
Millennium Management
New York
+$949K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.43M
2
RJA
Raymond James & Associates
Florida
-$2.71M
3
Invesco
Invesco
Georgia
-$1.63M
4
AAS
Ameritas Advisory Services
Nebraska
-$399K
5
RCA
Ranch Capital Advisors
Florida
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
51
WealthShield Partners
North Carolina
$331K -$110K -5,022 -24%
D
52
Diversified
Delaware
$297K -$53.8K -2,457 -14%
AWA
53
Arkadios Wealth Advisors
Georgia
$297K -$39.1K -1,786 -11%
RJT
54
Raymond James Trust
Florida
$272K -$77K -3,520 -21%
DI
55
DFPG Investments
Utah
$271K +$265K +12,120 New
CFA
56
Capstone Financial Advisors
Illinois
$269K – – –
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$265K +$284K +12,983 New
HH
58
Hilltop Holdings
Texas
$265K +$44.4K +2,029 +19%
IA
59
IFP Advisors
Florida
$248K +$70.2K +3,210 +55%
RFA
60
Register Financial Advisors
Georgia
$234K +$250K +11,435 New
CA
61
Cetera Advisors
Colorado
$205K +$219K +10,013 New
Jane Street
62
Jane Street
New York
$204K +$218K +9,984 New
FAIM
63
Financial Advocates Investment Management
Washington
$201K +$216K +9,849 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$200K +$215K +9,807 New
MFG
65
Merit Financial Group
Georgia
$200K – – –
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$118K -$17.4K -797 -12%
SPIA
67
Steward Partners Investment Advisory
New York
$115K – – –
CAL
68
Capital Analysts LLC
Pennsylvania
$110K – – –
AF
69
Allworth Financial
California
$105K – – –
HCP
70
Hexagon Capital Partners
Arkansas
$56.5K – – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$56.2K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$56K +$8.4K +384 +16%
PP
73
PrairieView Partners
Minnesota
$48K +$52.4K +2,396 New
BFEC
74
Benjamin F. Edwards & Company
Missouri
$47K – – –
TJHA
75
Thomas J. Herzfeld Advisors
Florida
$44.1K +$1.12K +51 +2%
1 2
3
4 5

QQQX Hedge Fund Activity: Q4 2022 in Review

101 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2022, worth a combined $205M — down 2% from $209M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new QQQX positions and 13 closed out — a net gain of 10 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.35M. The largest seller was Wells Fargo, cutting an estimated $6.43M.

  • 101 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2022, up from 95 in Q3 2022.
  • Funds reported $205M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2022, down 2% quarter-over-quarter.
  • 23 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2022 and 13 closed out, a net change of +10 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2022 was Ameriprise, an estimated $1.35M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2022 was Wells Fargo, an estimated $6.43M sold.

Based on aggregated 13F filings for Q4 2022.