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Nuveen NASDAQ 100 Dynamic Overwrite Fund

105 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.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $241M → $262M (+$21.3M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0.72% more ownership

Funds ownership: 21.63%22.35% (+0.72%)

0% more funds holding

Funds holding: 105105 (0)

Holders
105
Holders Change
Holders Change %
0%
% of All Funds
1.65%
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
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
51
Kingswood Wealth Advisors
California
$343K +$334K +13,768 New
DI
52
DFPG Investments
Utah
$333K +$27.9K +1,150 +9%
CFA
53
Capstone Financial Advisors
Illinois
$328K
FAIM
54
Financial Advocates Investment Management
Washington
$285K +$9.71K +400 +4%
PFO
55
Pathstone Family Office
New Jersey
$280K -$19.6K -809 -7%
DC
56
Davenport & Co
Virginia
$274K +$267K +11,000 New
PAG
57
Private Advisor Group
New Jersey
$266K +$4.22K +174 +2%
IAIM
58
International Assets Investment Management
Florida
$263K -$53.2K -2,192 -17%
AFG
59
Atomi Financial Group
New York
$243K +$12.6K +521 +6%
TWM
60
TriaGen Wealth Management
California
$241K
FAM
61
Formidable Asset Management
Ohio
$239K
AWA
62
Arkadios Wealth Advisors
Georgia
$229K -$129K -5,327 -37%
AIM
63
Aspen Investment Management
Michigan
$228K
JCM
64
Jacobi Capital Management
Pennsylvania
$225K +$3.3K +136 +2%
MFG
65
Merit Financial Group
Georgia
$224K -$19.8K -816 -8%
Creative Planning
66
Creative Planning
Kansas
$224K -$85.5K -3,522 -28%
BCA
67
Bay Colony Advisors
Massachusetts
$213K +$208K +8,564 New
RFA
68
Register Financial Advisors
Georgia
$213K -$70.1K -2,889 -25%
CWG
69
Cornerstone Wealth Group
North Carolina
$211K
EC
70
Elequin Capital
New York
$205K +$199K +8,204 New
VCM
71
Vivaldi Capital Management
Illinois
$202K +$197K +8,103 New
RA
72
RFG Advisory
Alabama
$202K +$196K +8,084 New
CWS
73
Cypress Wealth Services
California
$200K +$193K +7,969 New
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$154K +$150K +6,170 New
CAL
75
Capital Analysts LLC
Pennsylvania
$135K

QQQX Hedge Fund Activity: Q2 2023 in Review

105 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2023, worth a combined $262M — up 8.8% from $241M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QQQX positions and 13 closed out — a net gain of 1 holder — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.44M. The largest seller was Ausdal Financial Partners, exiting entirely with an estimated $2.75M sold.

  • 105 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $262M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2023, up 8.8% quarter-over-quarter.
  • 14 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2023 and 13 closed out, a net change of +1 holder.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2023 was Wells Fargo, an estimated $9.44M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2023 was Ausdal Financial Partners, an estimated $2.75M sold.

Based on aggregated 13F filings for Q2 2023.