NUVEEN NASDAQ 100 DYN OVERWR (QQQX) Institutional Ownership Changes & 13F Activity
NUVEEN NASDAQ 100 DYN OVERWR (QQQX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Karpus Management, Inc., Ameriprise Financial Inc, Allspring Global Investments Holdings, Llc, and 1607 Capital Partners, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | Sell | -90,838 | -27.0% | 245,130 | $7.39M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Sell | -5,168 | -18.5% | 22,727 | $685.00K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +12,199 | — | 12,199 | $367.68K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +594 | +6.4% | 9,948 | $299.84K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Buy | +75 | +1.8% | 4,358 | $131.35K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +613,256 | — | 613,256 | $18.48M | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Sell | -243,109 | -14.9% | 1,393,850 | $42.01M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +173,377 | — | 173,377 | $5.23M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +52,731 | — | 52,731 | $1.59M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -32,309 | -8.6% | 343,339 | $10.35M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -27,752 | -2.2% | 1,220,343 | $36.78M | Q2 2026 | Aug 14, 2026 |
| Ionic Capital Management Llc | Sell | -22,666 | -34.3% | 43,447 | $1.31M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +17,299 | +7.1% | 261,137 | $7.87M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -10,553 | -1.4% | 735,304 | $22.16M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +8,129 | +96.5% | 16,550 | $498.82K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +7,403 | — | 7,403 | $223.13K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +6,718 | — | 6,718 | $202.48K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -6,638 | -28.7% | 16,531 | $498.24K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +6,275 | +1.5% | 425,446 | $12.82M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,531 | +0.7% | 214,358 | $6.46M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +976 | +3.2% | 31,679 | $954.94K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -673 | -4.0% | 16,228 | $489.10K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +351 | — | 351 | $10.07K | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +140,000 | +23.4% | 738,826 | $22.27M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -68,692 | -3.5% | 1,877,709 | $56.59M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +14,484 | +2.0% | 742,278 | $22.37M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +3,180 | +10.1% | 34,702 | $1.05M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -2,457 | -18.1% | 11,110 | $334.87K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +753 | — | 753 | $22.70K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -475 | -3.2% | 14,594 | $439.86K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about QQQX activity
Which institutional owners are buying QQQX?
Institutional owners buying QQQX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in QQQX activity?
"Buy" means an investor increased their reported position in QQQX compared to the prior reporting period. This reflects growing exposure to NUVEEN NASDAQ 100 DYN OVERWR (QQQX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in QQQX increasing?
Institutional interest in QQQX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related QQQX Institutional Insights
- QQQX Overview
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- QQQX Top Institutional Shareholders
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- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- QQQX Insider Trading & SEC Form 4 Activity
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