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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

62 hedge funds and large institutions have $120M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

6% more capital invested

Capital invested by funds: $113M → $120M (+$7.04M)

5% more funds holding

Funds holding: 5962 (+3)

0.37% more ownership

Funds ownership: 20.79%21.16% (+0.37%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
25
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$1.21M +$1.03M +66,021 +600%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$899K -$146K -9,351 -14%
CWM
28
Concert Wealth Management
California
$875K +$911K +58,195 New
BC
29
Brinker Capital
Pennsylvania
$842K +$842K +53,767 New
SCM
30
Schnieders Capital Management
California
$608K -$6.65K -425 -1%
BCA
31
Benchmark Capital Advisors
New York
$569K -$47.3K -3,024 -8%
RCM
32
Robinson Capital Management
Michigan
$553K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$538K -$183K -11,684 -25%
AIA
34
Allegis Investment Advisors
Idaho
$435K +$94.6K +6,046 +28%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$395K +$5.2K +332 +1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$372K +$12.9K +821 +4%
KeyBank National Association
37
KeyBank National Association
Ohio
$360K -$13.5K -864 -4%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$240K +$46.1K +2,948 +24%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$220K
FHA
40
Flagship Harbor Advisors
Massachusetts
$209K -$3.91K -250 -2%
PA
41
Pinnacle Associates
New York
$204K -$6.76K -432 -3%
Creative Planning
42
Creative Planning
Kansas
$188K +$1.22K +78 +0.7%
DAS
43
Dynamic Advisor Solutions
Arizona
$187K +$187K +11,960 New
AG
44
Advisor Group
Arizona
$174K +$53.2K +3,400 +44%
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$162K -$9.39K -600 -5%
TYCC
46
Texas Yale Capital Corp
Florida
$162K +$162K +10,368 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$138K
IA
48
IFP Advisors
Florida
$117K +$38.4K +2,455 +49%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$107K
SPIA
50
Steward Partners Investment Advisory
New York
$105K +$81.7K +5,219 +345%

DIAX Hedge Fund Activity: Q1 2017 in Review

62 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q1 2017, worth a combined $120M — up 6.3% from $113M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIAX positions and 3 closed out — a net gain of 5 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Financial Sense Advisors, opening a new position worth an estimated $1.3M. The largest seller was Karpus Investment Management, cutting an estimated $3.48M.

  • 62 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q1 2017, up from 59 in Q4 2016.
  • Funds reported $120M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 8 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q1 2017 and 3 closed out, a net change of +5 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q1 2017 was Financial Sense Advisors, an estimated $1.3M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q1 2017 was Karpus Investment Management, an estimated $3.48M sold.

Based on aggregated 13F filings for Q1 2017.