Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
105 hedge funds and large institutions have $241M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 13 closing their positions.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
17% more capital invested
Capital invested by funds: $205M → $241M (+$35.6M)
4% more funds holding
Funds holding: 101 → 105 (+4)
3% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 30
0.17% more ownership
Funds ownership: 21.45% → 21.63% (+0.17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.52M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.72M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$986K |
| 4 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$944K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$458K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.27M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.11M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.02M |
| 4 |
Millennium Management
New York
|
-$886K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$676K |
QQQX Hedge Fund Activity: Q1 2023 in Review
105 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2023, worth a combined $241M — up 17% from $205M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new QQQX positions and 13 closed out — a net gain of 6 holders — while 31 added to existing stakes and 30 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.52M. The largest seller was LPL Financial, cutting an estimated $1.27M.
- 105 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2023, up from 101 in Q4 2022.
- Funds reported $241M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2023, up 17% quarter-over-quarter.
- 19 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2023 and 13 closed out, a net change of +6 holders.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2023 was Morgan Stanley, an estimated $4.52M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2023 was LPL Financial, an estimated $1.27M sold.
Based on aggregated 13F filings for Q1 2023.