Who Owns QQQX?

Nuveen NASDAQ 100 Dynamic Overwrite Fund - Shares of Beneficial Interest — Institutional Ownership & 13F Holdings

$29.96

+0.36 (+1.22%)

Market Cap

$1.4B

Shares Outstanding

48,826,782

Institutional Holders

137

Total Inst. Value

$404.0M

% of Float Held

QoQ Holder Change

+45

Institutional data as of Q1 2025

New Positions

24

Closed Positions

16

Increased

39

Decreased

36

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$71.6M3,015
2Karpus Management, Inc.$43.1M1,815,285
3MORGAN STANLEY$42.2M1,777,288
4WELLS FARGO & COMPANY/MN$27.3M1,150,265
5Cornerstone Advisors, LLC$21.9M923,669
6Invesco Ltd.$19.3M814,687
7UBS Group AG$19.2M809,701
8ROYAL BANK OF CANADA$17.6M739,529
91607 Capital Partners, LLC$12.3M516,931
10BANK OF AMERICA CORP /DE/$11.1M466,350

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold QQQX?

As of Q1 2025, 137 institutional investors report holding QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund - Shares of Beneficial Interest) in their 13F filings.

Which hedge fund owns the most QQQX?

The largest institutional holder of QQQX is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $71.6M in shares.

Are institutions buying or selling QQQX?

This quarter, 24 institutions opened new positions in QQQX and 16 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.