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Nuveen NASDAQ 100 Dynamic Overwrite Fund

121 hedge funds and large institutions have $353M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $321M → $353M (+$31.5M)

1.71% more ownership

Funds ownership: 27.08%28.79% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 122121 (-1)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
41
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FG
101
Fairman Group
Pennsylvania
$51K +$47.7K +2,000 New
SS
102
Sunbelt Securities
Texas
$46K
PTC
103
Private Trust Company
Ohio
$37.6K
MG
104
Mather Group
Illinois
$35.6K +$5.08K +213 +17%
LIA
105
Lynx Investment Advisory
District of Columbia
$33.5K +$31.8K +1,334 New
KFI
106
Key Financial Inc
Pennsylvania
$27.7K
CA
107
Clearstead Advisors
Ohio
$25.1K
Deutsche Bank
108
Deutsche Bank
Germany
$24.6K -$47.3K -1,984 -67%
HNB
109
Huntington National Bank
Ohio
$17.6K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$14K -$5.84K -245 -30%
RAM
111
Ramirez Asset Management
New York
$12.5K
SL
112
Salomon & Ludwin
Virginia
$12.3K
HCM
113
Hollencrest Capital Management
California
$9.1K +$167 +7 +2%
SWM
114
Spire Wealth Management
Virginia
$8.83K
PS
115
Principal Securities
Iowa
$7.52K -$1.91K -80 -21%
CAS
116
Coppell Advisory Solutions
Texas
$5.64K +$5.37K +225 New
AIM
117
Anchor Investment Management
South Carolina
$5.02K +$4.77K +200 New
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$3.84K -$8.35K -350 -70%
FMP
119
Financial Management Professionals
Texas
$3K +$358 +15 +17%
JP Morgan Chase
120
JP Morgan Chase
New York
$2.96K +$2.81K +118 New
HI
121
Harbour Investments
Wisconsin
$2.51K
PA
122
PSI Advisors
Florida
$727 +$692 +29 New
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
-$694K -28,766 Closed
Fisher Asset Management
124
Fisher Asset Management
Washington
-$329K -13,612 Closed
CCG
125
Capital CS Group
California
-$214K -8,858 Closed

QQQX Hedge Fund Activity: Q2 2024 in Review

121 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2024, worth a combined $353M — up 9.8% from $321M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQQX positions and 9 closed out — a net gain of 2 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $12.5M. The largest seller was Bank of America, cutting an estimated $2.83M.

  • 121 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2024, down from 122 in Q1 2024.
  • Funds reported $353M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2024, up 9.8% quarter-over-quarter.
  • 11 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2024 and 9 closed out, a net change of +2 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2024 was Karpus Investment Management, an estimated $12.5M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2024 was Bank of America, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2024.