Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
100 hedge funds and large institutions have $272M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 51 increasing their positions, 16 reducing their positions, and 7 closing their positions.
219% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 16
0.51% more ownership
Funds ownership: 22.27% → 22.77% (+0.51%)
1% less capital invested
Capital invested by funds: $275M → $272M (-$3.48M)
2% less funds holding
Funds holding: 102 → 100 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.02M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.53M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.42M |
| 4 |
Morgan Stanley
New York
|
+$570K |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$561K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.91M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.08M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$658K |
| 4 |
LPL Financial
San Diego,
California
|
-$580K |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$480K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$480K | -16,332 | Closed |
|
|
CA
102
Cetera Advisors
Denver,
Colorado
| – | -$206K | -6,999 | Closed |
|
|
ANBT
103
American National Bank & Trust
Wichita Falls,
Texas
| – | -$189K | -6,445 | Closed |
|
|
NFSG
104
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$89K | -3,024 | Closed |
|
|
RE
105
RBC Europe
London,
United Kingdom
| – | -$54.2K | -1,845 | Closed |
|
|
PB
106
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$41K | -1,404 | Closed |
|
|
ASN
107
Advisory Services Network
Atlanta,
Georgia
| – | -$18K | -602 | Closed |
|
108
Fidelity Investments
Boston,
Massachusetts
| – | +$59 | +2 | +200% |
|
QQQX Hedge Fund Activity: Q3 2021 in Review
100 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2021, worth a combined $272M — down 1.3% from $275M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of QQQX and 6 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 51 added.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.02M. The largest seller was Deutsche Bank, cutting an estimated $1.91M.
- 100 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2021, down from 102 in Q2 2021.
- Funds reported $272M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2021, down 1.3% quarter-over-quarter.
- 6 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2021 and 7 closed out, a net change of -1 holder.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2021 was Shaker Financial Services, an estimated $2.02M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2021 was Deutsche Bank, an estimated $1.91M sold.
Based on aggregated 13F filings for Q3 2021.