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Nuveen NASDAQ 100 Dynamic Overwrite Fund
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Overview Fund Activity

104 hedge funds and large institutions have $241M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+3
Holders Change %
+2.97%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
31
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$46.6M
2
Wells Fargo
Wells Fargo
California
$26.8M
3
GC
Guggenheim Capital
Illinois
$7.32M
4
WEG
World Equity Group
Illinois
$536K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.31M

Top Sellers

1
LPL Financial
LPL Financial
California
$7.68M
2
Stifel Financial
Stifel Financial
Missouri
$1.05M
3
Invesco
Invesco
Georgia
$7.83M
4
Millennium Management
Millennium Management
New York
$0
5
Truist Financial
Truist Financial
North Carolina
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
51
Raymond James Trust
Florida
$319K – – –
CFA
52
Capstone Financial Advisors
Illinois
$315K – – –
IAIM
53
International Assets Investment Management
Florida
$305K -$677K -28,280 -69%
HH
54
Hilltop Holdings
Texas
$302K -$7.88K -329 -3%
MML Investors Services
55
MML Investors Services
Massachusetts
$302K -$508K -21,257 -63%
Creative Planning
56
Creative Planning
Kansas
$299K +$299K +12,500 New
WWM
57
Western Wealth Management
Colorado
$298K +$298K +12,433 New
DI
58
DFPG Investments
Utah
$290K – – –
PFO
59
Pathstone Family Office
New Jersey
$289K -$192K -7,984 -40%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$275K -$36.2K -1,511 -12%
RFA
61
Register Financial Advisors
Georgia
$274K – – –
FAIM
62
Financial Advocates Investment Management
Washington
$265K +$28.7K +1,200 +12%
PAG
63
Private Advisor Group
New Jersey
$251K -$13.2K -550 -5%
MC
64
Moors & Cabot
Massachusetts
$238K +$238K +9,957 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$238K +$3.11K +130 +1%
MFG
66
Merit Financial Group
Georgia
$235K – – –
TWM
67
TriaGen Wealth Management
California
$232K +$232K +9,675 New
FAM
68
Formidable Asset Management
Ohio
$229K +$229K +9,575 New
AFG
69
Atomi Financial Group
New York
$221K +$221K +9,227 New
AIM
70
Aspen Investment Management
Michigan
$219K +$219K +9,150 New
JCM
71
Jacobi Capital Management
Pennsylvania
$212K +$212K +8,872 New
CWG
72
Cornerstone Wealth Group
North Carolina
$202K +$202K +8,453 New
SPIA
73
Steward Partners Investment Advisory
New York
$135K – – –
CAL
74
Capital Analysts LLC
Pennsylvania
$129K – – –
AF
75
Allworth Financial
California
$122K – – –
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