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Nuveen NASDAQ 100 Dynamic Overwrite Fund

101 hedge funds and large institutions have $205M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

6% more funds holding

Funds holding: 95101 (+6)

2% less capital invested

Capital invested by funds: $209M → $205M (-$4.16M)

2.8% less ownership

Funds ownership: 24.25%21.45% (-2.8%)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
33
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
76
Money Concepts Capital
Florida
$36.5K +$39.1K +1,788 New
CBT
77
CoreFirst Bank & Trust
Kansas
$35.8K
CA
78
CoreCap Advisors
Michigan
$34.7K +$37.2K +1,700 New
HWMA
79
Heritage Wealth Management (Arizona)
Arizona
$23.6K +$12.6K +577 +100%
KFI
80
Key Financial Inc
Pennsylvania
$22.6K
GRP
81
Global Retirement Partners
California
$22.5K
TWA
82
TCI Wealth Advisors
Arizona
$22.2K +$656 +30 +3%
PTC
83
Private Trust Company
Ohio
$20K +$21.9K +1,000 New
USCWA
84
U.S. Capital Wealth Advisors
Texas
$18.5K +$19.9K +908 New
Deutsche Bank
85
Deutsche Bank
Germany
$17.9K +$438 +20 +2%
ASN
86
Advisory Services Network
Georgia
$16.9K +$18.1K +829 New
RBC
87
Romano Brothers & Co
Illinois
$15.3K +$16.4K +750 New
HNB
88
Huntington National Bank
Ohio
$14.3K
US Bancorp
89
US Bancorp
Minnesota
$10.8K -$43.2K -1,974 -79%
NA
90
NewEdge Advisors
Louisiana
$9.4K -$58.4K -2,669 -7%
FSWA
91
Financial Synergies Wealth Advisors
Texas
$9.4K
RG
92
Retirement Group
California
$9K +$241 +11 +3%
TF
93
TimeScale Financial
Massachusetts
$8.21K
SWM
94
Spire Wealth Management
Virginia
$7K
MRCM
95
M&R Capital Management
New Jersey
$6.74K +$7.22K +330 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$5K +$1.6K +73 +49%
CAS
97
Coppell Advisory Solutions
Texas
$4.6K +$4.92K +225 New
CASC
98
Coppell Advisory Solutions Corp
Texas
$4.6K +$4.92K +225 New
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$4.09K
DWP
100
Destiny Wealth Partners
Florida
$3.06K +$3.28K +150 New

QQQX Hedge Fund Activity: Q4 2022 in Review

101 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2022, worth a combined $205M — down 2% from $209M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new QQQX positions and 13 closed out — a net gain of 10 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.35M. The largest seller was Wells Fargo, cutting an estimated $6.43M.

  • 101 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2022, up from 95 in Q3 2022.
  • Funds reported $205M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2022, down 2% quarter-over-quarter.
  • 23 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2022 and 13 closed out, a net change of +10 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2022 was Ameriprise, an estimated $1.35M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2022 was Wells Fargo, an estimated $6.43M sold.

Based on aggregated 13F filings for Q4 2022.