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Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

107 hedge funds and large institutions have $304M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

132% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 19

12% more capital invested

Capital invested by funds: $272M → $304M (+$31.9M)

7% more funds holding

Funds holding: 100 → 107 (+7)

0.81% more ownership

Funds ownership: 22.77% → 23.58% (+0.81%)

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
44
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.29M
2
UBS Group
UBS Group
Switzerland
+$1.71M
3
Wells Fargo
Wells Fargo
California
+$1.15M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.11M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$962K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$391K
2
FAM
Formidable Asset Management
Ohio
-$329K
3
Morgan Stanley
Morgan Stanley
New York
-$314K
4
AAM
Advisors Asset Management
Colorado
-$311K
5
AWM
AE Wealth Management
Kansas
-$263K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
101
Wagner Wealth Management (South Carolina)
South Carolina
$8K – – –
Bessemer Group
102
Bessemer Group
New Jersey
$6K +$5.8K +195 New
LPP
103
Life Planning Partners
Florida
$6K +$5.95K +200 New
SCA
104
Snowden Capital Advisors
New York
$6K +$5.95K +200 New
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
TRCT
106
Tower Research Capital (TRC)
New York
$3K -$10.5K -354 -78%
BWS
107
BCR Wealth Strategies
Alabama
$3K +$2.71K +91 New
QC
108
Quent Capital
New York
$2K +$1.84K +62 New
FAM
109
Formidable Asset Management
Ohio
– -$329K -11,595 Closed
AWM
110
AE Wealth Management
Kansas
– -$263K -9,276 Closed
Barclays
111
Barclays
United Kingdom
– -$155K -5,535 Closed
IWA
112
IBEX Wealth Advisors
New Jersey
– -$83K -2,940 Closed
DOA
113
D'Orazio & Associates
Virginia
– -$10K -336 Closed
HI
114
Harbour Investments
Wisconsin
– -$3K -100 Closed
1 2 3 4
5

QQQX Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2021, worth a combined $304M — up 12% from $272M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QQQX positions and 7 closed out — a net gain of 13 holders — while 44 added to existing stakes and 19 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.29M. The largest seller was Raymond James & Associates, cutting an estimated $391K.

  • 107 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2021, up from 100 in Q3 2021.
  • Funds reported $304M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 20 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2021 and 7 closed out, a net change of +13 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2021 was Guggenheim Capital, an estimated $2.29M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2021 was Raymond James & Associates, an estimated $391K sold.

Based on aggregated 13F filings for Q4 2021.