Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
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.
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: 1 → 1 (0)
1% less funds holding
Funds holding: 122 → 121 (-1)
5% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$12.5M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.7M |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$2.64M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.28M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.83M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.02M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$958K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$725K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
126
Formidable Asset Management
Cincinnati,
Ohio
| – | -$174K | -7,200 | Closed |
|
|
FIA
127
FNY Investment Advisers
New York
| – | -$91 | -3,800 | Closed |
|
|
CBT
128
CoreFirst Bank & Trust
Topeka,
Kansas
| – | -$42.3K | -1,754 | Closed |
|
|
CA
129
CoreCap Advisors
Southfield,
Michigan
| – | -$41.3K | -1,709 | Closed |
|
|
FSWA
130
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$11.1K | -460 | Closed |
|
131
Fidelity Investments
Boston,
Massachusetts
| – | -$24 | -1 | 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.