Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN NASDAQ 100 DYNAMIC OV (QQQX)

140 + 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
↑ +8
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — QQQX

Based on 140 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added QQQX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
140 hedge funds hold QQQX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

81 buying49 selling
Last quarter: 81 funds were net buyers (25 opened a brand new position + 56 added to an existing one). Only 49 were sellers (32 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new QQQX position: 15 → 18 → 19 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 21% new
82 out of 140 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

22 → 15 → 18 → 19 → 25 new funds/Q
New funds entering each quarter: 15 → 18 → 19 → 25. A growing number of institutions are discovering QQQX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 11% 1-2yr ■ 29% new
Of 140 current holders: 84 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
14 of 140 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: QQQX
2026 Q1 Stats Unlock in 9 days 140 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 140 132 6.06%
13F Shares 12M 14M -12.92%
Total Value $347M $383M -9.48%
New Positions 25 19 +6
Increased Positions 56 48 +8
Closed Positions 17 10 +7
Reduced Positions 32 31 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QQQX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

140 + investors

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

Top 25 institutional holders of QQQX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cypress Capital Management LLC (WY) 4.49% 177,931 $4.9M
2 PMG Family Office LLC 1.83% 60,228 $1.6M
3 High Point Wealth Management, LLC 1.15% 44,553 $1.2M
4 Avory & Company, LLC 0.59% 17,157 $458K
5 Advisory Advocates, LLC 0.51% 17,902 $511K
6 DECISION INVESTMENTS, INC 0.29% 9,699 $259K
7 Shulman DeMeo Asset Management LLC 0.26% 45,829 $1.2M
8 Advisor OS, LLC 0.25% 127,390 $3.4M
9 SCHNIEDERS CAPITAL MANAGEMENT, LLC. 0.20% 46,515 $1.2M
10 WealthTrust Asset Management, LLC 0.19% 11,696 $312K
11 Alteri Wealth LLC 0.18% 20,759 $554K
12 Bay Capital Advisors, LLC 0.16% 10,003 $267K
13 Aurora Private Wealth, Inc. 0.15% 7,369 —
14 MONECO ADVISORS, LLC 0.13% 60,746 $1.6M
15 Huntleigh Advisors, Inc. 0.11% 23,053 $615K
16 Register Financial Advisors LLC 0.10% 10,115 $270K
17 Main Street Group, LTD 0.06% 7,158 $191K
18 FNY Investment Advisers, LLC 0.04% 3,800 —
19 Aviance Capital Partners, LLC 0.04% 13,897 $371K
20 NBC SECURITIES, INC. 0.04% 18,589 $496K
21 PFG Investments, LLC 0.04% 28,375 $757K
22 Formidable Asset Management, LLC 0.03% 7,100 $202K
23 Cypress Wealth Services, LLC 0.03% 7,619 $203K
24 WealthShield Partners, LLC 0.03% 9,196 $245K
25 Allspring Global Investments Holdings, LLC 0.03% 598,826 $16.0M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added QQQX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for QQQX?

More buyers than sellers — 62% buying: Last quarter: 81 funds were net buyers (25 opened a brand new position + 56 added to an existing one). Only 49 were sellers (32 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QQQX holders?

Elite ownership — 56% AUM from top-100 funds: 14 of 140 holders are among the 100 largest funds by AUM, controlling 56% 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?

59% of holders stayed for 2+ years: 82 out of 140 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.