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Nuveen NASDAQ 100 Dynamic Overwrite Fund

105 hedge funds and large institutions have $262M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $241M → $262M (+$21.3M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0.72% more ownership

Funds ownership: 21.63%22.35% (+0.72%)

0% more funds holding

Funds holding: 105105 (0)

Holders
105
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
36
Reduced
29
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
$49.3M +$786K +32,400 +2%
Wells Fargo
2
Wells Fargo
California
$37.6M +$9.44M +388,984 +35%
UBS Group
3
UBS Group
Switzerland
$21.5M +$545K +22,471 +3%
NSLI
4
Nan Shan Life Insurance
Taiwan
$21.1M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$20.5M -$113K -4,667 -0.6%
LPL Financial
6
LPL Financial
California
$11.1M +$3M +123,709 +39%
Bank of America
7
Bank of America
North Carolina
$10.7M +$612K +25,203 +6%
GC
8
Guggenheim Capital
Illinois
$8.8M +$1.15M +47,287 +15%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$8.19M -$894K -36,817 -10%
Invesco
10
Invesco
Georgia
$7.68M -$467K -19,232 -6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.26M +$216K +8,899 +4%
Ameriprise
12
Ameriprise
Minnesota
$5.82M -$239K -9,849 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.01M -$368K -15,161 -7%
BA
14
Bridge Advisory
California
$3.87M +$58.8K +2,421 +2%
RJA
15
Raymond James & Associates
Florida
$2.82M -$671K -27,658 -20%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.72M +$1.31M +54,178 +99%
DADC
17
D.A. Davidson & Co
Montana
$2.5M +$213K +8,768 +10%
AWS
18
Atria Wealth Solutions
New York
$2.36M +$229K +9,452 +11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.35M -$19.4K -799 -0.8%
MA
20
MONECO Advisors
Connecticut
$2.02M -$62.9K -2,593 -3%
SCM
21
Schnieders Capital Management
California
$1.92M +$51K +2,100 +3%
ACP
22
Aviance Capital Partners
Florida
$1.54M -$133K -5,465 -8%
GS
23
GTS Securities
New York
$1.39M +$1.35M +55,610 New
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.16M +$13.8K +568 +1%
WWM
25
Western Wealth Management
Colorado
$1.11M +$778K +32,050 +258%

QQQX Hedge Fund Activity: Q2 2023 in Review

105 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2023, worth a combined $262M — up 8.8% from $241M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QQQX positions and 13 closed out — a net gain of 1 holder — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.44M. The largest seller was Ausdal Financial Partners, exiting entirely with an estimated $2.75M sold.

  • 105 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $262M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2023, up 8.8% quarter-over-quarter.
  • 14 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2023 and 13 closed out, a net change of +1 holder.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2023 was Wells Fargo, an estimated $9.44M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2023 was Ausdal Financial Partners, an estimated $2.75M sold.

Based on aggregated 13F filings for Q2 2023.