Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuveen Nasdaq 100 Dynamic Ov (QQQX)

133 + Investors. Track Smart Money conviction in QQQX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — QQQX

Based on 135 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their QQQX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
135 funds currently hold this stock — 93% of the 3.0-year high of 145 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding QQQX is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

67 buying68 selling
Last quarter: 67 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 20 → 26 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
81 out of 135 hedge funds have held QQQX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

17 → 19 → 20 → 26 → 23 new funds/Q
New funds entering each quarter: 19 → 20 → 26 → 23. A growing number of institutions are discovering QQQX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Entry-cohort mix of 135 holders: 84 (62%) are 2+ year veterans, 19 entered 1–2 years ago, and 32 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
17 of 135 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in QQQX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — QQQX

In 2026 Q1, 67 hedge funds were net buyers of QQQX (23 opened a new position, 44 added to an existing one), while 68 reduced or exited (35 trimmed, 33 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 53% of total institutional value in QQQX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 135.

Hedge Fund Ownership: QQQX

How many hedge funds hold QQQX — quarterly history vs. share price
Quarterly hedge fund ownership of QQQX vs. share price

Market Analysis: QQQX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QQQX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: QQQX
2026 Q2 Stats Unlock in 5 days 133 + Investors

Track Smart Money conviction in QQQX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 133 144 -7.64%
13F Shares 13M 12M 8.42%
Total Value $346M $348M -0.63%
New Positions 22 26 -4
Increased Positions 44 57 -13
Closed Positions 33 19 +14
Reduced Positions 35 34 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QQQX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

133 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QQQX. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 QQQX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cypress Capital Management LLC (WY) 4.97% 192,683 $5.9M
2 PMG Family Office LLC 1.73% 60,839 $1.9M
3 High Point Wealth Management, LLC 1.33% 53,804 $1.6M
4 Advisory Advocates, LLC 0.66% 25,648 $773K
5 Avory & Company, LLC 0.65% 17,157 $517K
6 Shaker Financial Services, LLC 0.43% 45,069 $1.4M
7 Decision Investments, Inc 0.28% 10,069 $303K
8 Huntleigh Advisors, Inc. 0.26% 62,716 $1.9M
9 Shulman DeMeo Asset Management LLC 0.25% 44,170 $1.3M
10 Chancellor Financial Group WB LP 0.23% 12,128 $366K
11 Schnieders Capital Management, LLC. 0.18% 46,015 $1.4M
12 Alteri Wealth LLC 0.17% 20,790 $627K
13 Advisor OS, LLC 0.15% 72,477 $2.2M
14 Bay Capital Advisors, LLC 0.14% 8,860 $267K
15 WealthTrust Asset Management, LLC 0.14% 8,461 $255K
16 Guggenheim Capital LLC 0.12% 647,564 $19.5M
17 Advisors Asset Management, Inc. 0.12% 261,137 $7.9M
18 Moneco Advisors, LLC 0.11% 59,742 $1.8M
19 Register Financial Advisors LLC 0.08% 8,615 $260K
20 Tulsa Wealth Advisors, INC 0.06% 14,257 $430K
21 Axiom Investment Management LLC 0.05% 2,720 $82K
22 Main Street Group, LTD 0.05% 7,158 $216K
23 Aviance Capital Partners, LLC 0.04% 14,080 $424K
24 Gwn Securities INC. 0.04% 7,887 $238K
25 Allspring Global Investments Holdings, LLC 0.03% 738,826 $22.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nuveen Nasdaq 100 Dynamic Ov (QQQX)

What does the Smart Money Trend signal show for QQQX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their QQQX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for QQQX?

Slight buying edge — 50% buying: Last quarter: 67 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for QQQX holders?

Elite ownership — 53% AUM from top-100 funds: 17 of 135 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in QQQX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held QQQX?

60% of holders stayed for 2+ years: 81 out of 135 hedge funds have held QQQX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →