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Nuveen NASDAQ 100 Dynamic Overwrite Fund

127 hedge funds and large institutions have $374M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $353M → $374M (+$21.3M)

5% more funds holding

Funds holding: 121127 (+6)

2.45% more ownership

Funds ownership: 28.79%31.23% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
40
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$57.5K
SS
102
Sunbelt Securities
Texas
$46.1K
CA
103
CoreCap Advisors
Michigan
$42.9K +$42.1K +1,709 New
OP
104
ORG Partners
Indiana
$42.4K -$11.6K -472 -22%
PTC
105
Private Trust Company
Ohio
$37.7K
CBT
106
CoreFirst Bank & Trust
Kansas
$33.1K +$32.4K +1,316 New
MG
107
Mather Group
Illinois
$31.7K -$5.25K -213 -14%
KFI
108
Key Financial Inc
Pennsylvania
$27.7K
CA
109
Clearstead Advisors
Ohio
$25.1K
Deutsche Bank
110
Deutsche Bank
Germany
$25K +$394 +16 +2%
GAG
111
Goodman Advisory Group
Massachusetts
$23.1K +$22.6K +919 New
HNB
112
Huntington National Bank
Ohio
$17.6K
CAS
113
Coppell Advisory Solutions
Texas
$15.5K +$9.86K +400 +178%
IAIM
114
International Assets Investment Management
Florida
$14.8K +$8.78M +356,324 +2,422%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$14K
RAM
116
Ramirez Asset Management
New York
$12.6K
SL
117
Salomon & Ludwin
Virginia
$12.3K
DPW
118
DiNuzzo Private Wealth
Pennsylvania
$9.42K +$9.24K +375 New
HCM
119
Hollencrest Capital Management
California
$9.26K +$148 +6 +2%
SWM
120
Spire Wealth Management
Virginia
$8.84K
PS
121
Principal Securities
Iowa
$7.54K
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$7.54K +$7.39K +300 New
AIM
123
Anchor Investment Management
South Carolina
$5.02K
FMP
124
Financial Management Professionals
Texas
$3K +$419 +17 +16%
HI
125
Harbour Investments
Wisconsin
$2.51K

QQQX Hedge Fund Activity: Q3 2024 in Review

127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2024, worth a combined $374M — up 6% from $353M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QQQX positions and 7 closed out — a net gain of 7 holders — while 40 added to existing stakes and 42 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $16.3M. The largest seller was Nan Shan Life Insurance, cutting an estimated $2.19M.

  • 127 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $374M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2024, up 6% quarter-over-quarter.
  • 14 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2024 and 7 closed out, a net change of +7 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2024 was Karpus Investment Management, an estimated $16.3M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2024 was Nan Shan Life Insurance, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2024.