We are live on ! Find out more
QQQX icon

Nuveen NASDAQ 100 Dynamic Overwrite Fund

101 hedge funds and large institutions have $205M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

6% more funds holding

Funds holding: 95101 (+6)

2% less capital invested

Capital invested by funds: $209M → $205M (-$4.16M)

2.8% less ownership

Funds ownership: 24.25%21.45% (-2.8%)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
33
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.7M +$425K +19,419 +1%
Wells Fargo
2
Wells Fargo
California
$21.3M -$6.43M -294,006 -22%
NSLI
3
Nan Shan Life Insurance
Taiwan
$17.3M
UBS Group
4
UBS Group
Switzerland
$17.1M -$297K -13,576 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.6M +$581K +26,557 +3%
Bank of America
6
Bank of America
North Carolina
$8.49M -$352K -16,072 -4%
LPL Financial
7
LPL Financial
California
$7.7M +$471K +21,546 +6%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$7.65M +$417K +19,069 +5%
Invesco
9
Invesco
Georgia
$7.59M -$1.63M -74,608 -17%
GC
10
Guggenheim Capital
Illinois
$5.37M +$1.19M +54,467 +26%
Ameriprise
11
Ameriprise
Minnesota
$4.94M +$1.35M +61,694 +34%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.88M -$151K -6,910 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.77M +$308K +14,071 +6%
BA
14
Bridge Advisory
California
$3.16M -$10.4K -476 -0.3%
RJA
15
Raymond James & Associates
Florida
$2.84M -$2.71M -123,804 -47%
AFP
16
Ausdal Financial Partners
Iowa
$2.23M +$50.1K +2,289 +2%
SI
17
Stephens Inc
Arkansas
$2.02M +$2.01K +92 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.93M +$30.7K +1,404 +2%
Stifel Financial
19
Stifel Financial
Missouri
$1.88M +$423K +19,332 +27%
MA
20
MONECO Advisors
Connecticut
$1.8M -$17.2K -785 -0.9%
DADC
21
D.A. Davidson & Co
Montana
$1.71M -$54.9K -2,511 -3%
AWS
22
Atria Wealth Solutions
New York
$1.66M +$1.3M +59,613 +274%
Truist Financial
23
Truist Financial
North Carolina
$1.55M +$63.3K +2,892 +4%
EH
24
Equitable Holdings
New York
$1.51M +$273K +12,495 +20%
SCM
25
Schnieders Capital Management
California
$1.49M +$109K +5,000 +7%

QQQX Hedge Fund Activity: Q4 2022 in Review

101 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2022, worth a combined $205M — down 2% from $209M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new QQQX positions and 13 closed out — a net gain of 10 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.35M. The largest seller was Wells Fargo, cutting an estimated $6.43M.

  • 101 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2022, up from 95 in Q3 2022.
  • Funds reported $205M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2022, down 2% quarter-over-quarter.
  • 23 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2022 and 13 closed out, a net change of +10 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2022 was Ameriprise, an estimated $1.35M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2022 was Wells Fargo, an estimated $6.43M sold.

Based on aggregated 13F filings for Q4 2022.