Nuveen NASDAQ 100 Dynamic Overwrite Fund

QQQX • NASDAQ

Nuveen NASDAQ 100 Dynamic Overwrite Fund is a publicly traded company on NASDAQ. As of Q3 2025, 126 institutional investors hold shares in this company, with total holdings valued at $337.5M. MORGAN STANLEY is the largest holder with a position valued at $54.1M.

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Overview

Overview of institutional ownership in QQQX as of Q3 2025

All Institutions

Institutions: 126
Value Held: $337.5M
Shares Held: 12.3M
Avg Position: $2.7M
Median Position: $283.3K

Hedge Funds

Hedge Funds: 5
Value Held: $24.8M
Shares Held: 901.6K
Avg Position: $5.0M
Median Position: $3.0M

Biggest Investors

Institutions with the largest positions in QQQX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$54.1M 0.00% of portfolio	0.00% 2.0M shares	Q4 2022 Held for 2y 11m	$1.65T
K Karpus Management, Inc. Institution	-	$47.3M 1.52% of portfolio	0.00% 1.7M shares	Q4 2023 Held for 1y 11m	$3.1B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$33.9M 0.01% of portfolio	0.00% 1.2M shares	Q4 2022 Held for 2y 11m	$488.50B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$23.2M 0.00% of portfolio	0.00% 845.2K shares	Q4 2022 Held for 2y 11m	$633.08B
UBS Group AG Institution	Sergio P. Ermotti CEO	$20.6M 0.00% of portfolio	0.00% 748.6K shares	Q4 2022 Held for 2y 11m	$511.54B
L LPL Financial LLC Institution	-	$15.0M 0.00% of portfolio	0.00% 545.4K shares	Q4 2022 Held for 2y 11m	$340.07B
Allspring Global Investments Holdings, LLC Long Only Manager	Francis Jon Baranko President	$14.9M 0.02% of portfolio	0.00% 541.4K shares	Q3 2024 Held for 1y 2m	$61.5B
1607 Capital Partners, LLC Hedge Fund•Sector	James Edward Mallory Managing Partner	$14.4M 1.08% of portfolio	0.00% 524.1K shares	Q3 2023 Held for 2y 2m	$1.3B
G GUGGENHEIM CAPITAL LLC Institution	-	$11.8M 0.09% of portfolio	0.00% 429.6K shares	Q4 2022 Held for 2y 11m	$13.4B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$11.2M 0.00% of portfolio	0.00% 406.5K shares	Q4 2024 Held for 11 months	$310.43B

Net Capital Flow

Institutional buying and selling activity for QQQX in Q3 2025

Traded: −$10.6M
Buyers: 61
Sellers: 37
Total Bought: +$16.3M
Total Sold: −$27.0M
Avg Position: $2.5M

Biggest Buyers

Institution	Net Bought	Current Position
Shaker Financial Services, LLC RIA/Wealth	+$3.4M +120.5K shares	$3.4M 120.5K shares
Advisors Asset Management, Inc. ETF Provider	+$1.9M +70.9K shares	$4.7M 171.9K shares
NBC SECURITIES, INC. RIA/Wealth	+$1.8M +4.6K shares	$1.8M 64.2K shares
Allspring Global Investments Holdings, LLC Long Only Manager	+$1.0M +37.8K shares	$14.9M 541.4K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$880.6K +32.1K shares	$3.0M 111.0K shares
Invesco Ltd. ETF Provider	+$610.0K +22.2K shares	$23.2M 845.2K shares
L LPL Financial LLC Institution	+$569.7K +20.7K shares	$15.0M 545.4K shares
C Colony Group, LLC Institution	+$473.1K +17.2K shares	$473.1K 17.2K shares
G GUGGENHEIM CAPITAL LLC Institution	+$466.3K +17.0K shares	$11.8M 429.6K shares
FIRST TRUST ADVISORS LP ETF Provider	+$416.1K +15.2K shares	$1.4M 49.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
C Cornerstone Advisors, LLC Institution	−$10.0M −365.2K shares	$5.5M 202.0K shares
N Nan Shan Life Insurance Co., Ltd. Institution	−$8.0M −301.1K shares	Sold Off 0 shares
CNH PARTNERS LLC Hedge Fund•Multi-Strategy	−$3.1M −116.8K shares	Sold Off 0 shares
K Karpus Management, Inc. Institution	−$2.2M −81.1K shares	$47.3M 1.7M shares
MORGAN STANLEY RIA/Wealth	−$2.1M −77.7K shares	$54.1M 2.0M shares
BANK OF AMERICA CORP /DE/ Institution	−$396.5K −14.4K shares	$9.9M 361.1K shares
GWN SECURITIES INC. RIA/Wealth	−$264.7K −9.6K shares	$254.9K 9.3K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$143.6K −5.2K shares	$71.1K 2.6K shares
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth	−$111.0K −4.0K shares	$281.7K 10.3K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	−$100.8K −3.7K shares	$447.1K 16.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited QQQX in Q3 2025

New Positions: 10
New Value: $2.8M
Exited Positions: 9
Exited Value: $11.1M

New Positions

Institution	Position Value
NBC SECURITIES, INC. RIA/Wealth	$1.8M 64.2K shares
C Colony Group, LLC Institution	$473.1K 17.2K shares
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth	$411.5K 15.0K shares
E EverSource Wealth Advisors, LLC RIA/Wealth	$107.1K 3.9K shares
Westfuller Advisors, LLC RIA/Wealth	$45.1K 1.6K shares
A Atlantic Trust, LLC Institution	$27.5K 1.0K shares
Ancora Advisors, LLC RIA/Wealth	$7.1K 260.0 shares
GoalVest Advisory LLC Private Equity	$5.8K 213.0 shares
SRS Capital Advisors, Inc. RIA/Wealth	$5.4K 198.0 shares
Wood Tarver Financial Group, LLC RIA/Wealth	- - shares

Exited Positions

Institution	Previous Position
N Nan Shan Life Insurance Co., Ltd. Institution	$8.0M 301.1K shares
CNH PARTNERS LLC Hedge Fund•Multi-Strategy	$3.1M 116.8K shares
Geneos Wealth Management Inc. RIA/Wealth	$66.7K 2.5K shares
Hartland & Co., LLC RIA/Wealth	$26.5K 1.0K shares
M MOTCO Institution	$18.6K 700.0 shares
Financial Management Professionals, Inc. RIA/Wealth	$4.2K 155.0 shares
Park Square Financial Group, LLC RIA/Wealth	$2.2K 82.0 shares
T Tower Research Capital LLC Institution	$2.1K 81.0 shares
Wood Tarver Financial Group, LLC RIA/Wealth	- 172.0 shares

Options Activity

Institutions with the largest Call and Put options positions in QQQX as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with QQQX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Cypress Capital Management LLC RIA/Wealth	Matthew Mcgregor Ebzery Managing Partner	4.56% $4.5M	0.00% 161.7K shares	Q1 2025 Held for 8 months	$99.4M
I Ionic Capital Management LLC Hedge Fund•Multi-Strategy	Bart Ethan Baum CIO	2.29% $1.9M	0.00% 69.1K shares	Q4 2023 Held for 1y 11m	$83.1M
K Karpus Management, Inc. Institution	-	1.52% $47.3M	0.00% 1.7M shares	Q4 2023 Held for 1y 11m	$3.1B
Shaker Financial Services, LLC RIA/Wealth	Kathryn Shaker Baummer Partner	1.15% $3.4M	0.00% 120.5K shares	Q3 2023 Held for 2y 2m	$291.6M
1607 Capital Partners, LLC Hedge Fund•Sector	James Edward Mallory Managing Partner	1.08% $14.4M	0.00% 524.1K shares	Q3 2023 Held for 2y 2m	$1.3B
Avory & Company, LLC RIA/Wealth	Sean Nmn Emory Managing Partner	0.28% $471.1K	0.00% 17.2K shares	Q4 2022 Held for 2y 11m	$166.0M
WealthTrust Asset Management, LLC RIA/Wealth	John Gerard Mchugh Managing Partner	0.20% $285.0K	0.00% 10.4K shares	Q4 2024 Held for 11 months	$143.5M
Alteri Wealth LLC RIA/Wealth	Michelle R Gruber Founder	0.19% $556.9K	0.00% 20.3K shares	Q4 2024 Held for 11 months	$289.0M
C Cornerstone Advisors, LLC Institution	Joshua Grant Bradshaw CEO	0.18% $5.5M	0.00% 202.0K shares	Q3 2023 Held for 2y 2m	$3.0B
Bay Capital Advisors, LLC RIA/Wealth	Edward Joe Sallee Managing Partner	0.18% $274.7K	0.00% 10.0K shares	Q4 2024 Held for 11 months	$153.6M

Hedge Fund Spotlight

Discover hedge funds investing in QQQX

WOLVERINE ASSET MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerChristopher Lazarus Gust

Portfolio Value: $1.5B
Positions: 859
Last Reported: Q3 2025

Sector Allocation

Position in Nuveen NASDAQ 100 Dynamic Overwrite Fund

Market Value: $110.0K
Shares Held: 4.0K
Portfolio Weight: 0.01%
Owned Since: 2023-Q2

Top Holding	Sector	Market Value	Weight
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2 iShares Bitcoin Trust IBIT	ETF ETF	$36.0M	2.45%
3 AAM AA Mission Acquisition Corp. AAM	Unknown Unknown	$26.9M	1.83%

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