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Nuveen NASDAQ 100 Dynamic Overwrite Fund

114 hedge funds and large institutions have $224M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

23% more funds holding

Funds holding: 93114 (+21)

13% more capital invested

Capital invested by funds: $198M → $224M (+$26.5M)

1.26% more ownership

Funds ownership: 20.54%21.8% (+1.3%)

Holders
114
Holders Change
+21
Holders Change %
+22.58%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
35
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
101
Huntington National Bank
Ohio
$18K
LFG
102
Larson Financial Group
Missouri
$17K +$16K +645 New
SWP
103
ShoreHaven Wealth Partners
New Jersey
$14K +$13K +524 New
EIP
104
Ellis Investment Partners
Pennsylvania
$13K +$371 +15 +3%
AWG
105
Altus Wealth Group
Colorado
$13K +$12K +486 New
AWM
106
Accel Wealth Management
Iowa
$12K +$11.2K +452 New
TF
107
TimeScale Financial
Massachusetts
$9K +$148 +6 +2%
BWA
108
BDO Wealth Advisors
Florida
$8K
RIA
109
RPG Investment Advisory
California
$8K
DOA
110
D'Orazio & Associates
Virginia
$8K +$124 +5 +2%
VFA
111
Valeo Financial Advisors
Indiana
$5K
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$5K +$5.09K +206 New
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.02K +122 New
MF
114
Manchester Financial
California
$1K +$1.24K +50 New
WP
115
WealthShield Partners
North Carolina
-$581K -23,857 Closed
SWP
116
Stratos Wealth Partners
Ohio
-$383K -15,750 Closed
MFG
117
Merit Financial Group
Georgia
-$292K -12,000 Closed
AAS
118
Avantax Advisory Services
Texas
-$269K -11,059 Closed
GW
119
GW & Wade
Massachusetts
-$213K -8,757 Closed
AWM
120
Adams Wealth Management
Utah
-$135K -5,559 Closed
SXL
121
Summit X LLC
Missouri
-$316 -2,614 Closed
FFA
122
Founders Financial Alliance
North Carolina
-$15K -618 Closed
PFS
123
Prospera Financial Services
Texas
-$11K -450 Closed
Barclays
124
Barclays
United Kingdom
-$6K -251 Closed
Fidelity Investments
125
Fidelity Investments
Massachusetts
+$25 +1 New

QQQX Hedge Fund Activity: Q4 2020 in Review

114 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2020, worth a combined $224M — up 13% from $198M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QQQX positions and 10 closed out — a net gain of 22 holders — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Nan Shan Life Insurance, adding an estimated $5.06M. The largest seller was Advisors Asset Management, cutting an estimated $1.84M.

  • 114 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2020, up from 93 in Q3 2020.
  • Funds reported $224M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2020, up 13% quarter-over-quarter.
  • 32 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2020 and 10 closed out, a net change of +22 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2020 was Nan Shan Life Insurance, an estimated $5.06M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2020 was Advisors Asset Management, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2020.