QQQX icon

Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

Overview Fund Activity

110 hedge funds and large institutions have $261M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
32
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
$5.03M
2
WAM
Wolverine Asset Management
Illinois
$4.51M
3
FHA
Flagship Harbor Advisors
Massachusetts
$4.32M
4
Invesco
Invesco
Georgia
$10.3M
5
ICM
Ionic Capital Management
New York
$3.23M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.9M
2
Wells Fargo
Wells Fargo
California
$32.7M
3
Morgan Stanley
Morgan Stanley
New York
$43.4M
4
IA
IFG Advisory
Georgia
$0
5
KWA
Kingswood Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.4M -$1.06M -47,290 -2%
Wells Fargo
2
Wells Fargo
California
$32.7M -$1.17M -51,853 -3%
UBS Group
3
UBS Group
Switzerland
$19.1M -$312K -13,888 -2%
NSLI
4
Nan Shan Life Insurance
Taiwan
$19M – – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.9M -$1.5M -66,807 -8%
Bank of America
6
Bank of America
North Carolina
$10.7M +$1.02M +45,520 +11%
Invesco
7
Invesco
Georgia
$10.3M +$3.37M +149,928 +49%
LPL Financial
8
LPL Financial
California
$10.1M +$76.6K +3,409 +0.8%
GC
9
Guggenheim Capital
Illinois
$7.73M -$209K -9,310 -3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$7.14M -$241K -10,722 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.61M -$37.2K -1,656 -0.7%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.55M +$1.03M +45,972 +23%
Ameriprise
13
Ameriprise
Minnesota
$5.06M -$192K -8,526 -4%
CA
14
Cornerstone Advisors
North Carolina
$5.03M +$5.03M +223,651 New
WAM
15
Wolverine Asset Management
Illinois
$4.51M +$4.45M +197,945 +7,331%
FHA
16
Flagship Harbor Advisors
Massachusetts
$4.32M +$3.86M +171,883 +840%
BA
17
Bridge Advisory
California
$3.56M +$69.4K +3,090 +2%
ICM
18
Ionic Capital Management
New York
$3.23M +$3.23M +143,962 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.65M +$205K +9,136 +8%
AWA
20
Arete Wealth Advisors
Illinois
$2.65M +$2.65M +117,835 New
RJA
21
Raymond James & Associates
Florida
$2.55M +$539 +24 +0%
AWS
22
Atria Wealth Solutions
New York
$2.31M +$182K +7,978 +9%
DADC
23
D.A. Davidson & Co
Montana
$2.18M -$79.4K -3,532 -4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2M -$116K -5,141 -5%
MA
25
MONECO Advisors
Connecticut
$1.73M -$94.8K -4,221 -5%
1
2 3 4 5