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Nuveen NASDAQ 100 Dynamic Overwrite Fund

127 hedge funds and large institutions have $374M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $353M → $374M (+$21.3M)

5% more funds holding

Funds holding: 121127 (+6)

2.45% more ownership

Funds ownership: 28.79%31.23% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
40
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
76
TriaGen Wealth Management
California
$275K
Goldman Sachs
77
Goldman Sachs
New York
$271K +$266K +10,806 New
RFA
78
Register Financial Advisors
Georgia
$263K +$296 +12 +0.1%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$256K +$1.92K +78 +0.8%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$252K -$76.9K -3,120 -24%
MFG
81
Merit Financial Group
Georgia
$249K +$15.4K +624 +7%
WP
82
WealthShield Partners
North Carolina
$236K -$1.48K -60 -0.6%
AWA
83
Arkadios Wealth Advisors
Georgia
$229K
JCM
84
Jacobi Capital Management
Pennsylvania
$225K +$3.01K +122 +1%
CWG
85
Cornerstone Wealth Group
North Carolina
$212K
PI
86
PFG Investments
New York
$212K +$74 +3 +0%
AAS
87
Avantax Advisory Services
Texas
$208K -$13.9K -563 -6%
US Bancorp
88
US Bancorp
Minnesota
$206K
AFG
89
Atomi Financial Group
New York
$206K -$9.91K -402 -5%
AIM
90
Aspen Investment Management
Michigan
$205K
AF
91
Allworth Financial
California
$147K
CAL
92
Capital Analysts LLC
Pennsylvania
$136K
TSMHT
93
Thurston Springer Miller Herd & Titak
Indiana
$114K +$112K +4,536 New
MSG
94
Main Street Group
Virginia
$108K
CJ
95
Caitlin John
Michigan
$104K +$2.83K +115 +3%
FIA
96
FNY Investment Advisers
New York
$95K +$93.6K +3,800 New
SPIA
97
Steward Partners Investment Advisory
New York
$84.4K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$69.7K +$3.72K +151 +6%
HCP
99
Hexagon Capital Partners
Arkansas
$69.5K
TWC
100
TD Waterhouse Canada
Ontario, Canada
$66.5K -$69.1K -2,805 -51%

QQQX Hedge Fund Activity: Q3 2024 in Review

127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2024, worth a combined $374M — up 6% from $353M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QQQX positions and 7 closed out — a net gain of 7 holders — while 40 added to existing stakes and 42 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $16.3M. The largest seller was Nan Shan Life Insurance, cutting an estimated $2.19M.

  • 127 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $374M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2024, up 6% quarter-over-quarter.
  • 14 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2024 and 7 closed out, a net change of +7 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2024 was Karpus Investment Management, an estimated $16.3M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2024 was Nan Shan Life Insurance, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2024.