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Nuveen NASDAQ 100 Dynamic Overwrite Fund
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Overview Fund Activity

110 hedge funds and large institutions have $261M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
32
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$5.03M
2
WAM
Wolverine Asset Management
Illinois
+$4.45M
3
FHA
Flagship Harbor Advisors
Massachusetts
+$3.86M
4
Invesco
Invesco
Georgia
+$3.37M
5
ICM
Ionic Capital Management
New York
+$3.23M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.5M
2
Wells Fargo
Wells Fargo
California
-$1.17M
3
Morgan Stanley
Morgan Stanley
New York
-$1.06M
4
IA
IFG Advisory
Georgia
-$768K
5
KWA
Kingswood Wealth Advisors
California
-$343K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$11.9K – – –
RAM
102
Ramirez Asset Management
New York
$11.2K +$11.2K +500 New
SL
103
Salomon & Ludwin
Virginia
$11K +$11K +491 New
FSWA
104
Financial Synergies Wealth Advisors
Texas
$10.3K – – –
RG
105
Retirement Group
California
$9.57K – – –
SWM
106
Spire Wealth Management
Virginia
$7.91K – – –
MRCM
107
M&R Capital Management
New Jersey
$7.42K – – –
CAS
108
Coppell Advisory Solutions
Texas
$4.6K – – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$4.49K – – –
HI
110
Harbour Investments
Wisconsin
$2.25K +$2.25K +100 New
FMP
111
Financial Management Professionals
Texas
$2K +$1.06K +47 +112%
OP
112
ORG Partners
Indiana
$10 -$59K -2,361 Closed
IA
113
IFG Advisory
Georgia
– -$768K -30,803 Closed
KWA
114
Kingswood Wealth Advisors
California
– -$343K -13,768 Closed
AIM
115
Aspen Investment Management
Michigan
– -$228K -9,150 Closed
JCM
116
Jacobi Capital Management
Pennsylvania
– -$225K -9,008 Closed
Creative Planning
117
Creative Planning
Kansas
– -$224K -8,978 Closed
BCA
118
Bay Colony Advisors
Massachusetts
– -$213K -8,564 Closed
CWG
119
Cornerstone Wealth Group
North Carolina
– -$211K -8,453 Closed
VCM
120
Vivaldi Capital Management
Illinois
– -$202K -8,103 Closed
RA
121
RFG Advisory
Alabama
– -$202K -8,084 Closed
CWS
122
Cypress Wealth Services
California
– -$200K -7,969 Closed
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
– -$154K -6,170 Closed
IGWM
124
ICA Group Wealth Management
Colorado
– -$17K -680 Closed
HS
125
Horan Securities
United States
– -$1.72K -69 Closed
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5
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