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Nuveen NASDAQ 100 Dynamic Overwrite Fund

105 hedge funds and large institutions have $262M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $241M → $262M (+$21.3M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0.72% more ownership

Funds ownership: 21.63%22.35% (+0.72%)

0% more funds holding

Funds holding: 105105 (0)

Holders
105
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
36
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$132K +$4.56K +188 +4%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$99.2K -$3.83K -158 -4%
FIA
78
FNY Investment Advisers
New York
$94K
SS
79
Sunbelt Securities
Texas
$90.6K +$32.4K +1,334 +58%
SPIA
80
Steward Partners Investment Advisory
New York
$83.8K -$55.6K -2,291 -41%
HCP
81
Hexagon Capital Partners
Arkansas
$69K
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$68.6K
WAM
83
Wolverine Asset Management
Illinois
$67.3K +$65.5K +2,700 New
OP
84
ORG Partners
Indiana
$59K +$57.3K +2,361 New
GRP
85
Global Retirement Partners
California
$58.2K
BFEC
86
Benjamin F. Edwards & Company
Missouri
$57K
TJHA
87
Thomas J. Herzfeld Advisors
Florida
$56.2K +$995 +41 +2%
CBT
88
CoreFirst Bank & Trust
Kansas
$43.7K
KFI
89
Key Financial Inc
Pennsylvania
$27.5K
PTC
90
Private Trust Company
Ohio
$24.9K
Deutsche Bank
91
Deutsche Bank
Germany
$22.8K +$388 +16 +2%
HNB
92
Huntington National Bank
Ohio
$17.5K
IGWM
93
ICA Group Wealth Management
Colorado
$17K
US Bancorp
94
US Bancorp
Minnesota
$13.2K
FSWA
95
Financial Synergies Wealth Advisors
Texas
$11.5K
TF
96
TimeScale Financial
Massachusetts
$10.6K +$170 +7 +2%
RG
97
Retirement Group
California
$10.6K
SWM
98
Spire Wealth Management
Virginia
$8.78K
MRCM
99
M&R Capital Management
New Jersey
$8.23K
CAM
100
Chesapeake Asset Management
New York
$6.48K

QQQX Hedge Fund Activity: Q2 2023 in Review

105 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2023, worth a combined $262M — up 8.8% from $241M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QQQX positions and 13 closed out — a net gain of 1 holder — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.44M. The largest seller was Ausdal Financial Partners, exiting entirely with an estimated $2.75M sold.

  • 105 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $262M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2023, up 8.8% quarter-over-quarter.
  • 14 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2023 and 13 closed out, a net change of +1 holder.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2023 was Wells Fargo, an estimated $9.44M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2023 was Ausdal Financial Partners, an estimated $2.75M sold.

Based on aggregated 13F filings for Q2 2023.