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Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

122 hedge funds and large institutions have $321M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

3% more funds holding

Funds holding: 119 → 122 (+3)

1% more capital invested

Capital invested by funds: $318M → $321M (+$3.06M)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

2.14% less ownership

Funds ownership: 29.21% → 27.08% (-2.1%)

Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
36
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$9.04M
2
KIM
Karpus Investment Management
New York
+$7.64M
3
1CP
1607 Capital Partners
Virginia
+$6.25M
4
HighTower Advisors
HighTower Advisors
Illinois
+$3.6M
5
SFS
Shaker Financial Services
Virginia
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$48M
2
EH
Equitable Holdings
New York
-$1.82M
3
ICM
Ionic Capital Management
New York
-$1.34M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$789K
5
EC
Elequin Capital
New York
-$779K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
AQR Arbitrage
Connecticut
$438K +$426K +18,131 New
PI
52
PFG Investments
New York
$433K +$421K +17,933 New
DC
53
Davenport & Co
Virginia
$422K – – –
AC
54
Avory & Company
Florida
$414K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$385K +$210K +8,955 +128%
MC
56
Moors & Cabot
Massachusetts
$375K -$23.6K -1,003 -6%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$367K -$10.5K -445 -3%
CWP
58
Cyndeo Wealth Partners
Florida
$364K -$336K -14,318 -49%
CFA
59
Capstone Financial Advisors
Illinois
$363K -$7.94K -338 -2%
KWA
60
Kingswood Wealth Advisors
California
$353K -$10.2K -434 -3%
IAIM
61
International Assets Investment Management
Florida
$349K +$26.7K +1,135 +9%
SWP
62
Stratos Wealth Partners
Ohio
$339K +$121K +5,154 +58%
MML Investors Services
63
MML Investors Services
Massachusetts
$336K -$82.5K -3,511 -20%
CA
64
Cetera Advisors
Colorado
$330K +$321K +13,686 New
Fisher Asset Management
65
Fisher Asset Management
Washington
$329K +$320K +13,612 New
D
66
Diversified
Delaware
$320K +$1.64K +70 +0.5%
DAS
67
Diversify Advisory Services
Utah
$314K +$306K +13,020 New
ACP
68
Aviance Capital Partners
Florida
$311K -$775 -33 -0.3%
DWM
69
Dakota Wealth Management
Florida
$311K +$302K +12,880 New
Comerica Bank
70
Comerica Bank
Texas
$309K -$43.3K -1,844 -13%
RJT
71
Raymond James Trust
Florida
$302K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$301K +$35.8K +1,526 +14%
Pathstone Holdings
73
Pathstone Holdings
New Jersey
$301K – – –
FAIM
74
Financial Advocates Investment Management
Washington
$288K – – –
JWCA
75
J.W. Cole Advisors
Florida
$285K – – –
1 2
3
4 5

QQQX Hedge Fund Activity: Q1 2024 in Review

122 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2024, worth a combined $321M — up 0.96% from $318M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QQQX positions and 15 closed out — a net gain of 5 holders — while 36 added to existing stakes and 36 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $9.04M. The largest seller was Morgan Stanley, cutting an estimated $48M.

  • 122 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2024, up from 119 in Q4 2023.
  • Funds reported $321M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2024, up 0.96% quarter-over-quarter.
  • 20 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2024 and 15 closed out, a net change of +5 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $9.04M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2024 was Morgan Stanley, an estimated $48M sold.

Based on aggregated 13F filings for Q1 2024.