We are live on ! Find out more
QQQX icon

Nuveen NASDAQ 100 Dynamic Overwrite Fund

102 hedge funds and large institutions have $216M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

0.68% more ownership

Funds ownership: 22.86%23.54% (+0.68%)

5% less funds holding

Funds holding: 107102 (-5)

22% less capital invested

Capital invested by funds: $277M → $216M (-$61.7M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
102
Holders Change
-5
Holders Change %
-4.67%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
38
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
101
B. Riley Wealth Management
Tennessee
$489 -$354K -14,395 -39%
IAIM
102
International Assets Investment Management
Florida
$310
SIC
103
Salem Investment Counselors
North Carolina
-$512K -18,000 Closed
AWS
104
Atria Wealth Solutions
New York
-$480K -16,572 Closed
Creative Planning
105
Creative Planning
Kansas
-$396K -13,934 Closed
EVM
106
Eaton Vance Management
Massachusetts
-$248K -8,706 Closed
CWG
107
Cornerstone Wealth Group
North Carolina
-$240K -8,453 Closed
WAM
108
WealthTrust Asset Management
Florida
-$238K -8,365 Closed
FIA
109
Foundations Investment Advisors
Arizona
-$220K -8,319 Closed
SWP
110
Stratos Wealth Partners
Ohio
-$232K -8,170 Closed
CWS
111
Cypress Wealth Services
California
-$231K -8,106 Closed
KPWS
112
Kestra Private Wealth Services
Texas
-$220K -7,736 Closed
NLP
113
Next Level Private
New York
-$207K -7,260 Closed
LC
114
Lindbrook Capital
California
-$114K -4,000 Closed
Koshinski Asset Management
115
Koshinski Asset Management
Illinois
-$39.3K -1,381 Closed
MCC
116
Money Concepts Capital
Florida
-$19K -668 Closed
T
117
TCWP
Ohio
-$18K -656 Closed
JP Morgan Chase
118
JP Morgan Chase
New York
-$7.2K -293 -98%
AWMS
119
Advocacy Wealth Management Services
Georgia
-$8K -280 Closed

QQQX Hedge Fund Activity: Q2 2022 in Review

102 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2022, worth a combined $216M — down 22% from $277M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of QQQX and 12 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 38 added.

The largest buyer was Morgan Stanley, adding an estimated $4.43M. The largest seller was Invesco, cutting an estimated $2.47M.

  • 102 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2022, down from 107 in Q1 2022.
  • Funds reported $216M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2022, down 22% quarter-over-quarter.
  • 12 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2022 and 17 closed out, a net change of -5 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2022 was Morgan Stanley, an estimated $4.43M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2022 was Invesco, an estimated $2.47M sold.

Based on aggregated 13F filings for Q2 2022.