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Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

127 hedge funds and large institutions have $374M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $353M → $374M (+$21.3M)

5% more funds holding

Funds holding: 121 → 127 (+6)

2.45% more ownership

Funds ownership: 28.79% → 31.23% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
40
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$16.3M
2
IAIM
International Assets Investment Management
Florida
+$8.78M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$4.58M
4
Invesco
Invesco
Georgia
+$1.71M
5
AA
AQR Arbitrage
Connecticut
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
NSLI
Nan Shan Life Insurance
Taiwan
-$2.19M
2
AWM
Axxcess Wealth Management
California
-$1.46M
3
Bank of America
Bank of America
North Carolina
-$1.16M
4
RCA
Ranch Capital Advisors
Florida
-$902K
5
1CP
1607 Capital Partners
Virginia
-$638K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
51
Advisors Asset Management
Colorado
$460K +$452K +18,327 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$458K +$10.9K +441 +2%
DC
53
Davenport & Co
Virginia
$440K – – –
AC
54
Avory & Company
Florida
$431K – – –
SWP
55
Stratos Wealth Partners
Ohio
$420K +$64.7K +2,624 +19%
MC
56
Moors & Cabot
Massachusetts
$385K -$9.02K -366 -2%
CWP
57
Cyndeo Wealth Partners
Florida
$375K – – –
Walleye Capital
58
Walleye Capital
New York
$369K +$164K +6,672 +83%
Stifel Financial
59
Stifel Financial
Missouri
$365K -$106K -4,288 -23%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$359K -$18.3K -742 -5%
KWA
61
Kingswood Wealth Advisors
California
$355K -$90.2K -3,660 -20%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$345K -$80.7K -3,275 -19%
DAS
63
Diversify Advisory Services
Utah
$342K +$2.46K +100 +0.7%
LC
64
Lindbrook Capital
California
$330K -$86.2K -3,500 -21%
ACP
65
Aviance Capital Partners
Florida
$330K +$2.96K +120 +0.9%
FAIM
66
Financial Advocates Investment Management
Washington
$323K -$12.1K -493 -4%
Comerica Bank
67
Comerica Bank
Texas
$321K -$296 -12 -0.1%
D
68
Diversified
Delaware
$319K -$3.52K -143 -1%
DE
69
Diversified Enterprises
Delaware
$319K +$313K +12,705 New
RJT
70
Raymond James Trust
Florida
$314K – – –
Millennium Management
71
Millennium Management
New York
$310K – – –
JWCA
72
J.W. Cole Advisors
Florida
$306K +$4.93K +200 +2%
QC
73
Quantedge Capital
Singapore
$294K +$288K +11,700 New
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$282K – – –
MWM
75
MGB Wealth Management
Texas
$276K – – –
1 2
3
4 5

QQQX Hedge Fund Activity: Q3 2024 in Review

127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2024, worth a combined $374M — up 6% from $353M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QQQX positions and 7 closed out — a net gain of 7 holders — while 40 added to existing stakes and 42 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $16.3M. The largest seller was Nan Shan Life Insurance, cutting an estimated $2.19M.

  • 127 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $374M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2024, up 6% quarter-over-quarter.
  • 14 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2024 and 7 closed out, a net change of +7 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2024 was Karpus Investment Management, an estimated $16.3M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2024 was Nan Shan Life Insurance, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2024.