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Nuveen NASDAQ 100 Dynamic Overwrite Fund

121 hedge funds and large institutions have $353M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $321M → $353M (+$31.5M)

1.71% more ownership

Funds ownership: 27.08%28.79% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 122121 (-1)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
41
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.4M +$670K +28,092 +2%
CA
2
Cornerstone Advisors
North Carolina
$28.7M
KIM
3
Karpus Investment Management
New York
$27.1M +$12.5M +522,435 +94%
Wells Fargo
4
Wells Fargo
California
$26.3M +$183K +7,688 +0.7%
NSLI
5
Nan Shan Life Insurance
Taiwan
$21.3M
UBS Group
6
UBS Group
Switzerland
$21.1M -$204K -8,547 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$18.2M -$604K -25,331 -3%
Invesco
8
Invesco
Georgia
$17.5M +$1.89M +79,262 +13%
1CP
9
1607 Capital Partners
Virginia
$12.5M +$2.7M +113,375 +29%
LPL Financial
10
LPL Financial
California
$12.2M +$1.96M +82,373 +20%
Bank of America
11
Bank of America
North Carolina
$11.5M -$2.83M -118,560 -21%
GC
12
Guggenheim Capital
Illinois
$8.36M +$359K +15,037 +5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$7.36M -$1.1M -46,260 -14%
LCM
14
Landscape Capital Management
New Jersey
$6.35M -$360K -15,092 -6%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.24M +$2.28M +95,655 +62%
SFS
16
Shaker Financial Services
Virginia
$5.96M +$101K +4,254 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.72M -$725K -30,389 -12%
FHA
18
Flagship Harbor Advisors
Massachusetts
$5.03M +$154K +6,468 +3%
WAM
19
Wolverine Asset Management
Illinois
$4.97M +$110K +4,594 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.64M -$958K -40,169 -18%
Ameriprise
21
Ameriprise
Minnesota
$4.42M -$1.02M -42,891 -20%
LSC
22
Logan Stone Capital
Illinois
$3.33M +$2.64M +110,822 +501%
RJA
23
Raymond James & Associates
Florida
$3.16M -$71.3K -2,988 -2%
AWA
24
Arete Wealth Advisors
Illinois
$2.93M -$5.27K -221 -0.2%
AWM
25
Axxcess Wealth Management
California
$2.83M -$268K -11,243 -9%

QQQX Hedge Fund Activity: Q2 2024 in Review

121 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2024, worth a combined $353M — up 9.8% from $321M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQQX positions and 9 closed out — a net gain of 2 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $12.5M. The largest seller was Bank of America, cutting an estimated $2.83M.

  • 121 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2024, down from 122 in Q1 2024.
  • Funds reported $353M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2024, up 9.8% quarter-over-quarter.
  • 11 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2024 and 9 closed out, a net change of +2 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2024 was Karpus Investment Management, an estimated $12.5M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2024 was Bank of America, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2024.