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Nuveen NASDAQ 100 Dynamic Overwrite Fund
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Overview Fund Activity

110 hedge funds and large institutions have $261M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
32
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$5.03M
2
WAM
Wolverine Asset Management
Illinois
+$4.45M
3
FHA
Flagship Harbor Advisors
Massachusetts
+$3.86M
4
Invesco
Invesco
Georgia
+$3.37M
5
ICM
Ionic Capital Management
New York
+$3.23M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.5M
2
Wells Fargo
Wells Fargo
California
-$1.17M
3
Morgan Stanley
Morgan Stanley
New York
-$1.06M
4
IA
IFG Advisory
Georgia
-$768K
5
KWA
Kingswood Wealth Advisors
California
-$343K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$441K +$31.1K +1,386 +8%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$412K +$50.3K +2,242 +14%
Comerica Bank
53
Comerica Bank
Texas
$401K +$401K +17,852 New
Jane Street
54
Jane Street
New York
$393K +$393K +17,508 New
MML Investors Services
55
MML Investors Services
Massachusetts
$386K +$36.3K +1,614 +10%
AC
56
Avory & Company
Florida
$386K – – –
MC
57
Moors & Cabot
Massachusetts
$384K +$48.6K +2,162 +14%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$345K -$28.1K -1,249 -8%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$300K -$17.8K -792 -6%
RJT
60
Raymond James Trust
Florida
$299K -$78.4K -3,490 -21%
D
61
Diversified
Delaware
$296K -$18.1K -807 -6%
CFA
62
Capstone Financial Advisors
Illinois
$295K – – –
DI
63
DFPG Investments
Utah
$288K – – –
DC
64
Davenport & Co
Virginia
$270K +$22.5K +1,000 +9%
AWM
65
AE Wealth Management
Kansas
$270K +$270K +11,998 New
IAIM
66
International Assets Investment Management
Florida
$263K +$33K +1,515 +14%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$258K +$258K +11,469 New
FAIM
68
Financial Advocates Investment Management
Washington
$257K – – –
JWCA
69
J.W. Cole Advisors
Florida
$255K +$255K +11,345 New
TWM
70
TriaGen Wealth Management
California
$246K +$28.7K +1,276 +13%
PAG
71
Private Advisor Group
New Jersey
$239K +$202 +9 +0.1%
CFS
72
Commonwealth Financial Services
West Virginia
$227K +$227K +10,114 New
PFO
73
Pathstone Family Office
New Jersey
$226K -$27.2K -1,207 -11%
Millennium Management
74
Millennium Management
New York
$224K +$224K +9,988 New
WP
75
WealthShield Partners
North Carolina
$220K -$110K -4,808 -33%
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