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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

DIAX was delisted on the 27th of March, 2026.

54 hedge funds and large institutions have $112M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $109M → $112M (+$3.06M)

0.46% more ownership

Funds ownership: 21.12%21.58% (+0.46%)

10% less funds holding

Funds holding: 6054 (-6)

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
18
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
26
Robinson Capital Management
Michigan
$601K -$201K -15,000 -26%
SCM
27
Schnieders Capital Management
California
$540K -$20.1K -1,500 -4%
BCA
28
Benchmark Capital Advisors
New York
$536K -$16.5K -1,228 -3%
ICAS
29
Investors Capital Advisory Services
Massachusetts
$495K +$4.02K +300 +0.9%
OC
30
Oppenheimer & Co
New York
$378K -$10.5K -780 -3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$364K -$17.9K -1,332 -5%
KeyBank National Association
32
KeyBank National Association
Ohio
$362K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$322K -$20K -1,494 -6%
Goldman Sachs
34
Goldman Sachs
New York
$248K +$26.6K +1,985 +13%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$235K +$38.8K +2,895 +21%
DA
36
Doliver Advisors
Texas
$228K +$217K +16,190 New
SFS
37
Shaker Financial Services
Virginia
$207K +$196K +14,652 New
PA
38
Pinnacle Associates
New York
$201K -$34.5K -2,572 -15%
IA
39
IFP Advisors
Florida
$190K +$26.8K +2,000 +23%
MFS
40
MSI Financial Services
Massachusetts
$172K -$66.1K -4,926 -29%
SBIA
41
Sheaff Brock Investment Advisors
Indiana
$156K
LCM
42
Landscape Capital Management
New Jersey
$150K -$270K -20,142 -65%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$150K -$44.7K -3,330 -24%
AIG
44
American International Group
New York
$126K -$47.4K -3,535 -28%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$125K
Creative Planning
46
Creative Planning
Kansas
$82K -$56.4K -4,206 -42%
NFG
47
Next Financial Group
Texas
$57K -$20.7K -1,545 -27%
Citigroup
48
Citigroup
New York
$55K
SNT
49
Security National Trust
West Virginia
$42K
GWM
50
Geneos Wealth Management
Colorado
$36K +$34.1K +2,545 New

DIAX Hedge Fund Activity: Q1 2016 in Review

54 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q1 2016, worth a combined $112M — up 2.8% from $109M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DIAX and 4 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 18 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.89M. The largest seller was Wells Fargo, cutting an estimated $905K.

  • 54 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q1 2016, down from 60 in Q4 2015.
  • Funds reported $112M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q1 2016, up 2.8% quarter-over-quarter.
  • 4 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q1 2016 and 10 closed out, a net change of -6 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q1 2016 was Karpus Investment Management, an estimated $2.89M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q1 2016 was Wells Fargo, an estimated $905K sold.

Based on aggregated 13F filings for Q1 2016.