Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
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.
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: 121 → 127 (+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: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$16.3M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$8.78M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$4.58M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.71M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$2.19M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$1.46M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.16M |
| 4 |
RCA
Ranch Capital Advisors
Sarasota,
Florida
|
-$902K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$638K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
126
PSI Advisors
Tampa,
Florida
| $741 | +$25 | +1 | +3% |
|
|
GWSG
127
GPS Wealth Strategies Group
Centennial,
Colorado
| $201 | +$197 | +8 | New |
|
128
Fidelity Investments
Boston,
Massachusetts
| $50 | +$49 | +2 | New |
|
|
RCA
129
Ranch Capital Advisors
Sarasota,
Florida
| – | -$902K | -35,537 | Closed |
|
|
CFA
130
Capstone Financial Advisors
Downers Grove,
Illinois
| – | -$377K | -15,046 | Closed |
|
131
MML Investors Services
Springfield,
Massachusetts
| – | -$216K | -8,629 | Closed |
|
|
FG
132
Fairman Group
Chesterbrook,
Pennsylvania
| – | -$51K | -2,000 | Closed |
|
|
LIA
133
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| – | -$33.5K | -1,334 | Closed |
|
134
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$3.84K | -150 | Closed |
|
135
JP Morgan Chase
New York
| – | -$2.96K | -118 | Closed |
|
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.