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Nuveen NASDAQ 100 Dynamic Overwrite Fund
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Overview Fund Activity

104 hedge funds and large institutions have $262M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 13 closing their positions.

Holders
104
Holders Change
–
Holders Change %
0%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
36
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$37.6M
2
LPL Financial
2
LPL Financial
California
$11.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.72M
4
GC
4
Guggenheim Capital
Illinois
$8.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$49.3M

Top Sellers

1
AFP
1
Ausdal Financial Partners
Iowa
$0
2
SI
2
Stephens Inc
Arkansas
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$8.19M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
RJA
5
Raymond James & Associates
Florida
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
51
Kingswood Wealth Advisors
California
$343K +$343K +13,768 New
DI
52
DFPG Investments
Utah
$333K +$28.9K +1,150 +9%
CFA
53
Capstone Financial Advisors
Illinois
$328K – – –
FAIM
54
Financial Advocates Investment Management
Washington
$285K +$9.97K +400 +4%
PFO
55
Pathstone Family Office
New Jersey
$280K -$20.2K -809 -7%
DC
56
Davenport & Co
Virginia
$274K +$274K +11,000 New
PAG
57
Private Advisor Group
New Jersey
$266K +$4.34K +174 +2%
IAIM
58
International Assets Investment Management
Florida
$263K -$54.6K -2,192 -17%
AFG
59
Atomi Financial Group
New York
$243K +$13K +521 +6%
TWM
60
TriaGen Wealth Management
California
$241K – – –
FAM
61
Formidable Asset Management
Ohio
$239K – – –
AWA
62
Arkadios Wealth Advisors
Georgia
$229K -$133K -5,327 -37%
AIM
63
Aspen Investment Management
Michigan
$228K – – –
JCM
64
Jacobi Capital Management
Pennsylvania
$225K +$3.39K +136 +2%
MFG
65
Merit Financial Group
Georgia
$224K -$20.3K -816 -8%
Creative Planning
66
Creative Planning
Kansas
$224K -$87.8K -3,522 -28%
BCA
67
Bay Colony Advisors
Massachusetts
$213K +$213K +8,564 New
RFA
68
Register Financial Advisors
Georgia
$213K -$72K -2,889 -25%
CWG
69
Cornerstone Wealth Group
North Carolina
$211K – – –
EC
70
Elequin Capital
New York
$205K +$205K +8,204 New
VCM
71
Vivaldi Capital Management
Illinois
$202K +$202K +8,103 New
RA
72
RFG Advisory
Alabama
$202K +$202K +8,084 New
CWS
73
Cypress Wealth Services
California
$200K +$200K +7,969 New
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$154K +$154K +6,170 New
CAL
75
Capital Analysts LLC
Pennsylvania
$135K – – –
1 2
3
4 5