We are live on ! Find out more
QQQX icon

Nuveen NASDAQ 100 Dynamic Overwrite Fund

121 hedge funds and large institutions have $353M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $321M → $353M (+$31.5M)

1.71% more ownership

Funds ownership: 27.08%28.79% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 122121 (-1)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
41
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$472K +$5.13K +215 +1%
KWA
52
Kingswood Wealth Advisors
California
$450K +$79.8K +3,346 +23%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$446K -$20.8K -873 -5%
DC
54
Davenport & Co
Virginia
$439K
AC
55
Avory & Company
Florida
$430K
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$428K -$43.5K -1,826 -10%
LC
57
Lindbrook Capital
California
$417K -$317K -13,295 -44%
MC
58
Moors & Cabot
Massachusetts
$393K +$3.15K +132 +0.8%
CFA
59
Capstone Financial Advisors
Illinois
$377K -$48 -2 -0%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$377K -$4.17K -175 -1%
CWP
61
Cyndeo Wealth Partners
Florida
$374K -$3.6K -151 -1%
IAIM
62
International Assets Investment Management
Florida
$369K +$5.6K +235 +2%
SWP
63
Stratos Wealth Partners
Ohio
$354K +$1.31K +55 +0.4%
DAS
64
Diversify Advisory Services
Utah
$343K +$8.35K +350 +3%
FAIM
65
Financial Advocates Investment Management
Washington
$335K +$33.8K +1,416 +12%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$329K +$55.4K +2,324 +21%
ACP
67
Aviance Capital Partners
Florida
$326K +$2.96K +124 +1%
D
68
Diversified
Delaware
$322K -$9.92K -416 -3%
Comerica Bank
69
Comerica Bank
Texas
$321K -$119 -5 -0%
RJT
70
Raymond James Trust
Florida
$314K
Millennium Management
71
Millennium Management
New York
$309K +$294K +12,329 New
JWCA
72
J.W. Cole Advisors
Florida
$300K +$3.74K +157 +1%
MWM
73
MGB Wealth Management
Texas
$282K
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$282K -$28.8K -1,207 -10%
TWM
75
TriaGen Wealth Management
California
$275K

QQQX Hedge Fund Activity: Q2 2024 in Review

121 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2024, worth a combined $353M — up 9.8% from $321M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQQX positions and 9 closed out — a net gain of 2 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $12.5M. The largest seller was Bank of America, cutting an estimated $2.83M.

  • 121 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2024, down from 122 in Q1 2024.
  • Funds reported $353M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2024, up 9.8% quarter-over-quarter.
  • 11 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2024 and 9 closed out, a net change of +2 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2024 was Karpus Investment Management, an estimated $12.5M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2024 was Bank of America, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2024.