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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

84 hedge funds and large institutions have $105M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

22% more funds holding

Funds holding: 6984 (+15)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0.93% more ownership

Funds ownership: 17.24%18.18% (+0.93%)

15% less capital invested

Capital invested by funds: $124M → $105M (-$18.5M)

Holders
84
Holders Change
+15
Holders Change %
+21.74%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
20
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
26
1607 Capital Partners
Virginia
$690K +$764K +42,775 New
Ameriprise
27
Ameriprise
Minnesota
$654K -$114K -6,398 -14%
BCA
28
Benchmark Capital Advisors
New York
$600K
WAM
29
Weiss Asset Management
Massachusetts
$567K +$628K +35,158 New
PA
30
Pinnacle Associates
New York
$560K +$620K +34,726 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$518K +$3.7K +207 +0.6%
NFG
32
Nations Financial Group
Iowa
$491K +$34.8K +1,950 +7%
SWP
33
Stratos Wealth Partners
Ohio
$387K +$26.3K +1,475 +7%
Stifel Financial
34
Stifel Financial
Missouri
$362K +$147K +8,216 +57%
KeyBank National Association
35
KeyBank National Association
Ohio
$357K
ACM
36
Arlington Capital Management
Illinois
$315K +$349K +19,555 New
DAS
37
Dynamic Advisor Solutions
Arizona
$304K -$52.7K -2,953 -14%
AG
38
Advisor Group
Arizona
$297K +$46.7K +2,617 +17%
FHA
39
Flagship Harbor Advisors
Massachusetts
$229K -$6.05K -339 -2%
AIC
40
Ameritas Investment Company
Nebraska
$216K +$239K +13,384 New
MML Investors Services
41
MML Investors Services
Massachusetts
$206K -$49.5K -2,770 -18%
IA
42
IFP Advisors
Florida
$196K -$87.4K -4,892 -28%
MA
43
Montag & Associates
Georgia
$190K
PFA
44
Pettinga Financial Advisors
Indiana
$185K +$205K +11,467 New
SPIA
45
Steward Partners Investment Advisory
New York
$180K +$75K +4,199 +60%
WS
46
Wedbush Securities
California
$179K +$199K +11,135 New
TYCC
47
Texas Yale Capital Corp
Florida
$167K
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$143K -$387K -21,654 -71%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$122K
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$103K -$16.8K -938 -13%

DIAX Hedge Fund Activity: Q4 2018 in Review

84 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q4 2018, worth a combined $105M — down 15% from $124M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DIAX positions and 7 closed out — a net gain of 15 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.21M. The largest seller was Formidable Asset Management, exiting entirely with an estimated $1.64M sold.

  • 84 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q4 2018, up from 69 in Q3 2018.
  • Funds reported $105M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q4 2018, down 15% quarter-over-quarter.
  • 22 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q4 2018 and 7 closed out, a net change of +15 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q4 2018 was Wolverine Asset Management, an estimated $2.21M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q4 2018 was Formidable Asset Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q4 2018.