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Nuveen NASDAQ 100 Dynamic Overwrite Fund

139 hedge funds and large institutions have $409M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

38% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 34

9% more funds holding

Funds holding: 127139 (+12)

9% more capital invested

Capital invested by funds: $374M → $409M (+$34.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.3% less ownership

Funds ownership: 31.23%30.94% (-0.3%)

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
47
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
MGB Wealth Management
Texas
$298K
TWM
77
TriaGen Wealth Management
California
$296K
Goldman Sachs
78
Goldman Sachs
New York
$292K
Millennium Management
79
Millennium Management
New York
$291K -$41.2K -1,583 -13%
RFA
80
Register Financial Advisors
Georgia
$283K +$286 +11 +0.1%
GS
81
GWN Securities
Florida
$279K +$261K +10,051 New
BCA
82
Bay Capital Advisors
Virginia
$269K +$259K +9,950 New
AAS
83
Avantax Advisory Services
Texas
$265K +$39.5K +1,518 +18%
MFG
84
Merit Financial Group
Georgia
$254K -$13.8K -530 -5%
JCM
85
Jacobi Capital Management
Pennsylvania
$250K +$7.25K +279 +3%
KAS
86
Kestra Advisory Services
Texas
$244K +$235K +9,028 New
SA
87
Sovran Advisors
California
$244K +$240K +9,242 New
WAM
88
WealthTrust Asset Management
Florida
$240K +$231K +8,875 New
WP
89
WealthShield Partners
North Carolina
$233K -$16.9K -649 -7%
CWG
90
Cornerstone Wealth Group
North Carolina
$229K
AIM
91
Aspen Investment Management
Michigan
$220K
AFG
92
Atomi Financial Group
New York
$216K -$5.1K -196 -2%
NLP
93
Next Level Private
New York
$215K +$206K +7,930 New
US Bancorp
94
US Bancorp
Minnesota
$211K -$10.5K -402 -5%
HWAM
95
Hennion & Walsh Asset Management
New Jersey
$211K +$203K +7,790 New
LBWM
96
Left Brain Wealth Management
Illinois
$207K +$199K +7,637 New
GAM
97
Griffin Asset Management
New York
$205K +$197K +7,587 New
P
98
&Partners
Tennessee
$201K +$193K +7,417 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$187K +$165K +6,326 +1,100%
AF
100
Allworth Financial
California
$152K -$9.13K -351 -6%

QQQX Hedge Fund Activity: Q4 2024 in Review

139 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2024, worth a combined $409M — up 9.3% from $374M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new QQQX positions and 10 closed out — a net gain of 16 holders — while 47 added to existing stakes and 34 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $4.48M. The largest seller was International Assets Investment Management, cutting an estimated $9.29M.

  • 139 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2024, up from 127 in Q3 2024.
  • Funds reported $409M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2024, up 9.3% quarter-over-quarter.
  • 26 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2024 and 10 closed out, a net change of +16 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2024 was 1607 Capital Partners, an estimated $4.48M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2024 was International Assets Investment Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.