We are live on ! Find out more
QQQX icon

Nuveen NASDAQ 100 Dynamic Overwrite Fund

107 hedge funds and large institutions have $277M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 107107 (0)

0.72% less ownership

Funds ownership: 23.58%22.86% (-0.72%)

9% less capital invested

Capital invested by funds: $304M → $277M (-$26.2M)

Holders
107
Holders Change
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
42
Reduced
19
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
101
GPS Wealth Strategies Group
Colorado
$10K +$9.78K +362 New
AWMS
102
Advocacy Wealth Management Services
Georgia
$8K +$7.56K +280 New
JP Morgan Chase
103
JP Morgan Chase
New York
$8K +$8.05K +298 New
LPP
104
Life Planning Partners
Florida
$6K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$4K -$153K -5,661 -97%
BWS
106
BCR Wealth Strategies
Alabama
$3K
TRCT
107
Tower Research Capital (TRC)
New York
$3K
SFS
108
Shaker Financial Services
Virginia
-$2.33M -76,139 Closed
CFGS
109
Concourse Financial Group Securities
Alabama
-$580K -21,488 Closed
DA
110
Doliver Advisors
Texas
-$299K -11,042 Closed
HL
111
HeadInvest LLC
Maine
-$325K -10,590 Closed
VCM
112
Vivaldi Capital Management
Illinois
-$248K -8,103 Closed
CWM
113
Chemistry Wealth Management
New York
-$223K -7,260 Closed
CA
114
Cetera Advisors
Colorado
-$215K -7,004 Closed
LFAS
115
Level Four Advisory Services
Texas
-$212K -6,923 Closed
RPCONE
116
Retirement Planning Company of New England
Rhode Island
-$120K -3,931 Closed
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
-$86K -2,800 Closed
MTWM
118
Masso Torrence Wealth Management
New Jersey
-$67K -2,194 Closed
CA
119
CoreCap Advisors
Michigan
-$52K -1,700 Closed
CWS
120
Confluence Wealth Services
Pennsylvania
-$36K -1,200 Closed
Citigroup
121
Citigroup
New York
-$17K -541 Closed
AWM
122
Accel Wealth Management
Iowa
-$14K -452 Closed
SFM
123
Signet Financial Management
New Jersey
-$14K -450 Closed
WWMSC
124
Wagner Wealth Management (South Carolina)
South Carolina
-$8K -250 Closed
SCA
125
Snowden Capital Advisors
New York
-$6K -200 Closed

QQQX Hedge Fund Activity: Q1 2022 in Review

107 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2022, worth a combined $277M — down 8.6% from $304M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new QQQX positions and 21 closed out — a net gain of 1 holder — while 42 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.24M. The largest seller was Nan Shan Life Insurance, cutting an estimated $14.4M.

  • 107 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $277M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2022, down 8.6% quarter-over-quarter.
  • 22 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2022 and 21 closed out, a net change of +1 holder.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2022 was Raymond James & Associates, an estimated $2.24M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2022 was Nan Shan Life Insurance, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2022.