We are live on ! Find out more
QQQX icon

Nuveen NASDAQ 100 Dynamic Overwrite Fund

136 hedge funds and large institutions have $355M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

1.27% less ownership

Funds ownership: 28.51%27.24% (-1.3%)

7% less funds holding

Funds holding: 147136 (-11)

11% less capital invested

Capital invested by funds: $397M → $355M (-$42.1M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
136
Holders Change
-11
Holders Change %
-7.48%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
45
Reduced
37
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
126
Thomas J. Herzfeld Advisors
Florida
$6.01K +$111 +4 +2%
GA
127
GoalVest Advisory
New York
$5.68K
GSWM
128
Golden State Wealth Management
California
$5.6K
VWM
129
Vermillion Wealth Management
Minnesota
$5.36K -$999 -36 -15%
HPBT
130
Hickory Point Bank & Trust
Illinois
$5.33K +$5.55K +200 New
PWPS
131
Pinnacle Wealth Planning Services
Ohio
$5.25K -$4.75K -171 -46%
UB
132
UMB Bank
Missouri
$3.63K
WA
133
WPG Advisers
Maryland
$3.36K -$2.36K -85 -40%
JP Morgan Chase
134
JP Morgan Chase
New York
$3.08K -$6.72K -242 -67%
HWP
135
Highline Wealth Partners
California
$2.67K +$2.78K +100 New
RFP
136
Root Financial Partners
California
$1.28K +$1.33K +48 New
PCM
137
Penserra Capital Management
California
-$7.63M -267,683 Closed
SFS
138
Shaker Financial Services
Virginia
-$5.81M -203,750 Closed
AWA
139
Arete Wealth Advisors
Illinois
-$3.66M -128,349 Closed
Two Sigma Investments
140
Two Sigma Investments
New York
-$2.66M -93,250 Closed
AWM
141
Axxcess Wealth Management
California
-$1.37M -48,119 Closed
RAM
142
Readystate Asset Management
Illinois
-$864K -30,295 Closed
WAM
143
Wolverine Asset Management
Illinois
-$835K -29,265 Closed
Jane Street
144
Jane Street
New York
-$516K -18,089 Closed
DAS
145
Diversify Advisory Services
Utah
-$372K -13,165 Closed
JWCA
146
J.W. Cole Advisors
Florida
-$366K -12,818 Closed
GVAG
147
Great Valley Advisor Group
Delaware
-$272K -9,545 Closed
MWM
148
Maridea Wealth Management
New York
-$267K -9,351 Closed
TWM
149
TriaGen Wealth Management
California
-$230K -8,060 Closed
GAM
150
Griffin Asset Management
New York
-$212K -7,440 Closed