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Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

122 hedge funds and large institutions have $321M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

3% more funds holding

Funds holding: 119 → 122 (+3)

1% more capital invested

Capital invested by funds: $318M → $321M (+$3.06M)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

2.14% less ownership

Funds ownership: 29.21% → 27.08% (-2.1%)

Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
36
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$9.04M
2
KIM
Karpus Investment Management
New York
+$7.64M
3
1CP
1607 Capital Partners
Virginia
+$6.25M
4
HighTower Advisors
HighTower Advisors
Illinois
+$3.6M
5
SFS
Shaker Financial Services
Virginia
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$48M
2
EH
Equitable Holdings
New York
-$1.82M
3
ICM
Ionic Capital Management
New York
-$1.34M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$789K
5
EC
Elequin Capital
New York
-$779K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
MGB Wealth Management
Texas
$266K – – –
TWM
77
TriaGen Wealth Management
California
$264K – – –
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$261K +$14.1K +600 +6%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$248K -$51.1K -2,178 -18%
AAS
80
Avantax Advisory Services
Texas
$232K +$226K +9,616 New
WP
81
WealthShield Partners
North Carolina
$226K -$12.2K -519 -5%
AWA
82
Arkadios Wealth Advisors
Georgia
$220K – – –
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$220K -$686K -29,197 -76%
MFG
84
Merit Financial Group
Georgia
$217K +$7.04K +300 +3%
CCG
85
Capital CS Group
California
$214K -$9.35K -398 -4%
JCM
86
Jacobi Capital Management
Pennsylvania
$211K – – –
AFG
87
Atomi Financial Group
New York
$206K -$4.3K -183 -2%
CWG
88
Cornerstone Wealth Group
North Carolina
$204K +$199K +8,453 New
RFA
89
Register Financial Advisors
Georgia
$204K +$198K +8,431 New
US Bancorp
90
US Bancorp
Minnesota
$189K +$14.3K +609 +8%
TWC
91
TD Waterhouse Canada
Ontario, Canada
$180K +$131K +5,581 New
FAM
92
Formidable Asset Management
Ohio
$174K +$169K +7,200 New
AF
93
Allworth Financial
California
$141K +$12.7K +540 +10%
CAL
94
Capital Analysts LLC
Pennsylvania
$130K – – –
MSG
95
Main Street Group
Virginia
$104K +$85.4K +3,635 +532%
CJ
96
Caitlin John
Michigan
$91K +$1.25K +53 +1%
SPIA
97
Steward Partners Investment Advisory
New York
$81.1K – – –
OP
98
ORG Partners
Indiana
$72.3K +$70.5K +3,001 New
Deutsche Bank
99
Deutsche Bank
Germany
$71.5K +$47.4K +2,017 +213%
HCP
100
Hexagon Capital Partners
Arkansas
$66.8K – – –
2 3
4
5 6

QQQX Hedge Fund Activity: Q1 2024 in Review

122 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2024, worth a combined $321M — up 0.96% from $318M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QQQX positions and 15 closed out — a net gain of 5 holders — while 36 added to existing stakes and 36 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $9.04M. The largest seller was Morgan Stanley, cutting an estimated $48M.

  • 122 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2024, up from 119 in Q4 2023.
  • Funds reported $321M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2024, up 0.96% quarter-over-quarter.
  • 20 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2024 and 15 closed out, a net change of +5 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $9.04M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2024 was Morgan Stanley, an estimated $48M sold.

Based on aggregated 13F filings for Q1 2024.