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Nuveen NASDAQ 100 Dynamic Overwrite Fund

102 hedge funds and large institutions have $216M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

0.68% more ownership

Funds ownership: 22.86%23.54% (+0.68%)

5% less funds holding

Funds holding: 107102 (-5)

22% less capital invested

Capital invested by funds: $277M → $216M (-$61.7M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
102
Holders Change
-5
Holders Change %
-4.67%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
38
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$28K
KFI
77
Key Financial Inc
Pennsylvania
$25K
GRP
78
Global Retirement Partners
California
$24K
TWA
79
TCI Wealth Advisors
Arizona
$23K +$467 +19 +2%
SWM
80
SeaCrest Wealth Management
New York
$21K +$23.7K +965 New
TCWA
81
Ten Capital Wealth Advisors
Washington
$20K
Deutsche Bank
82
Deutsche Bank
Germany
$18K +$344 +14 +2%
HNB
83
Huntington National Bank
Ohio
$15K
SAM
84
Strategic Asset Management
Minnesota
$13K
WWMSC
85
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$14.7K +600 New
HWMA
86
Heritage Wealth Management (Arizona)
Arizona
$12.6K
EIP
87
Ellis Investment Partners
Pennsylvania
$11K +$221 +9 +2%
FSWA
88
Financial Synergies Wealth Advisors
Texas
$10K +$11.3K +460 New
PGAM
89
Princeton Global Asset Management
New Jersey
$9K
RG
90
Retirement Group
California
$9K
TF
91
TimeScale Financial
Massachusetts
$9K +$147 +6 +2%
BSB
92
Bangor Savings Bank
Maine
$9K +$10.3K +420 New
GWSG
93
GPS Wealth Strategies Group
Colorado
$8K
SWM
94
Spire Wealth Management
Virginia
$8K
CWM
95
Castle Wealth Management
Florida
$7K +$7.37K +300 New
LPP
96
Life Planning Partners
Florida
$4K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$3K
GTAM
98
Global Trust Asset Management
Florida
$2K -$15K -609 -86%
BWS
99
BCR Wealth Strategies
Alabama
$2K
TRCT
100
Tower Research Capital (TRC)
New York
$2K

QQQX Hedge Fund Activity: Q2 2022 in Review

102 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2022, worth a combined $216M — down 22% from $277M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of QQQX and 12 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 38 added.

The largest buyer was Morgan Stanley, adding an estimated $4.43M. The largest seller was Invesco, cutting an estimated $2.47M.

  • 102 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2022, down from 107 in Q1 2022.
  • Funds reported $216M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2022, down 22% quarter-over-quarter.
  • 12 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2022 and 17 closed out, a net change of -5 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2022 was Morgan Stanley, an estimated $4.43M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2022 was Invesco, an estimated $2.47M sold.

Based on aggregated 13F filings for Q2 2022.