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Nuveen NASDAQ 100 Dynamic Overwrite Fund

121 hedge funds and large institutions have $353M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $321M → $353M (+$31.5M)

1.71% more ownership

Funds ownership: 27.08%28.79% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 122121 (-1)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
41
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
76
Register Financial Advisors
Georgia
$262K +$48K +2,011 +24%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$254K -$3.05K -128 -1%
WP
78
WealthShield Partners
North Carolina
$238K +$3.08K +129 +1%
MFG
79
Merit Financial Group
Georgia
$233K
AWA
80
Arkadios Wealth Advisors
Georgia
$229K
JCM
81
Jacobi Capital Management
Pennsylvania
$222K +$2.98K +125 +1%
AAS
82
Avantax Advisory Services
Texas
$222K -$18.6K -778 -8%
MML Investors Services
83
MML Investors Services
Massachusetts
$216K -$127K -5,309 -38%
AFG
84
Atomi Financial Group
New York
$215K +$1.62K +68 +0.8%
CWG
85
Cornerstone Wealth Group
North Carolina
$212K
PI
86
PFG Investments
New York
$212K -$226K -9,487 -53%
US Bancorp
87
US Bancorp
Minnesota
$206K +$9.54K +400 +5%
AIM
88
Aspen Investment Management
Michigan
$204K +$194K +8,150 New
Walleye Capital
89
Walleye Capital
New York
$201K +$191K +8,024 New
AF
90
Allworth Financial
California
$144K
TWC
91
TD Waterhouse Canada
Ontario, Canada
$138K -$2.38K -100 -2%
CAL
92
Capital Analysts LLC
Pennsylvania
$136K
MSG
93
Main Street Group
Virginia
$108K
CJ
94
Caitlin John
Michigan
$95.8K +$1.24K +52 +1%
SPIA
95
Steward Partners Investment Advisory
New York
$84.3K
HCP
96
Hexagon Capital Partners
Arkansas
$69.4K
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$65.8K -$234K -9,831 -79%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$58K
GRP
99
Global Retirement Partners
California
$57.4K
OP
100
ORG Partners
Indiana
$54.1K -$20.1K -841 -28%

QQQX Hedge Fund Activity: Q2 2024 in Review

121 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2024, worth a combined $353M — up 9.8% from $321M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQQX positions and 9 closed out — a net gain of 2 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $12.5M. The largest seller was Bank of America, cutting an estimated $2.83M.

  • 121 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2024, down from 122 in Q1 2024.
  • Funds reported $353M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2024, up 9.8% quarter-over-quarter.
  • 11 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2024 and 9 closed out, a net change of +2 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2024 was Karpus Investment Management, an estimated $12.5M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2024 was Bank of America, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2024.