Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
111 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.
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
6% more funds holding
Funds holding: 105 → 111 (+6)
2.37% more ownership
Funds ownership: 22.35% → 24.72% (+2.4%)
3% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 31
0% less capital invested
Capital invested by funds: $262M → $261M (-$782K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$5.28M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$4.68M |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$4.06M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$3.54M |
| 5 |
ICM
Ionic Capital Management
New York
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.58M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.22M |
| 3 |
Morgan Stanley
New York
|
-$1.12M |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$768K |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$343K |
QQQX Hedge Fund Activity: Q3 2023 in Review
111 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2023, worth a combined $261M — down 0.3% from $262M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new QQQX positions and 15 closed out — a net gain of 7 holders — while 32 added to existing stakes and 31 trimmed.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $5.28M. The largest seller was Royal Bank of Canada, cutting an estimated $1.58M.
- 111 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2023, up from 105 in Q2 2023.
- Funds reported $261M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2023, down 0.3% quarter-over-quarter.
- 22 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2023 and 15 closed out, a net change of +7 holders.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $5.28M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2023 was Royal Bank of Canada, an estimated $1.58M sold.
Based on aggregated 13F filings for Q3 2023.