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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

78 hedge funds and large institutions have $104M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $91.6M → $104M (+$12.2M)

0.86% more ownership

Funds ownership: 20.11%20.97% (+0.86%)

7% less funds holding

Funds holding: 8478 (-6)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
78
Holders Change
-6
Holders Change %
-7.14%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
24
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$801K -$216K -16,208 -22%
LOIM
27
Liberty One Investment Management
Illinois
$738K +$368K +27,571 +103%
LCM
28
Landscape Capital Management
New Jersey
$615K +$293K +21,919 +94%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$613K +$228K +17,056 +61%
NFG
30
Nations Financial Group
Iowa
$521K +$14.7K +1,100 +3%
9WM
31
9258 Wealth Management
Ohio
$510K
IFWM
32
Institute for Wealth Management
Colorado
$485K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$445K +$3.92K +294 +0.9%
Stifel Financial
34
Stifel Financial
Missouri
$429K +$177K +13,241 +72%
Truist Financial
35
Truist Financial
North Carolina
$351K +$42.8K +3,204 +14%
KWM
36
Kingsview Wealth Management
Oregon
$347K -$223K -16,689 -40%
PA
37
Pinnacle Associates
New York
$324K +$334 +25 +0.1%
AA
38
AQR Arbitrage
Connecticut
$302K +$131K +9,829 +79%
AWM
39
Adams Wealth Management
Utah
$278K -$10.5K -786 -4%
KeyBank National Association
40
KeyBank National Association
Ohio
$277K
RJT
41
Raymond James Trust
Florida
$250K +$93.1K +6,977 +61%
OFG
42
OTA Financial Group
New York
$230K -$226K -16,898 -50%
DAS
43
Dynamic Advisor Solutions
Arizona
$209K -$31.4K -2,356 -13%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$202K +$24K +1,795 +14%
WS
45
Wedbush Securities
California
$191K -$40.8K -3,056 -18%
EP
46
Eudaimonia Partners
Tennessee
$171K -$23.4K -1,752 -12%
MA
47
Montag & Associates
Georgia
$160K
VFA
48
Valeo Financial Advisors
Indiana
$153K +$5.99K +449 +4%
Walleye Capital
49
Walleye Capital
New York
$152K +$16K +1,202 +12%
CWA
50
Capital Wealth Alliance
Arizona
$146K -$42.5K -3,181 -23%

DIAX Hedge Fund Activity: Q2 2020 in Review

78 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q2 2020, worth a combined $104M — up 13% from $91.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DIAX and 3 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 24 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.71M. The largest seller was UBS Group, cutting an estimated $2.28M.

  • 78 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q2 2020, down from 84 in Q1 2020.
  • Funds reported $104M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q2 2020, up 13% quarter-over-quarter.
  • 3 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q2 2020 and 9 closed out, a net change of -6 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q2 2020 was Northwestern Mutual Wealth Management, an estimated $3.71M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q2 2020 was UBS Group, an estimated $2.28M sold.

Based on aggregated 13F filings for Q2 2020.