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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

90 hedge funds and large institutions have $175M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

5% more funds holding

Funds holding: 8690 (+4)

3% more capital invested

Capital invested by funds: $170M → $175M (+$4.43M)

0.37% more ownership

Funds ownership: 31.54%31.91% (+0.37%)

28% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 36

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
26
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$38.1K +$7.79K +514 +26%
WSFS
77
Wilmington Savings Fund Society
Delaware
$37.6K
SS
78
Sunbelt Securities
Texas
$30.2K
SWA
79
SOA Wealth Advisors
New York
$17.8K +$682 +45 +4%
SPIA
80
Steward Partners Investment Advisory
New York
$15.1K +$15.2K +1,000 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$11.3K
CAS
82
Coppell Advisory Solutions
Texas
$8.31K +$3.26K +215 +64%
GWSG
83
GPS Wealth Strategies Group
Colorado
$8.28K -$19.8K -1,306 -70%
T
84
Transce3nd
Texas
$5.11K +$5.14K +339 New
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$4.7K +$4.73K +312 New
FDW
86
Fourth Dimension Wealth
Ohio
$4.17K +$4.2K +277 New
MCM
87
MAI Capital Management
Ohio
$3.01K +$3.03K +200 New
FFA
88
Farther Finance Advisors
California
$1.67K
RDIA
89
RE Dickinson Investment Advisors
Iowa
$1K +$91 +6 New
NS
90
NBC Securities
Alabama
$385 -$386K -25,472 -100%
LSC
91
Logan Stone Capital
Illinois
-$331K -22,308 Closed
NAS
92
NWF Advisory Services
California
-$154K -10,396 Closed
LOIM
93
Liberty One Investment Management
Illinois
-$57.5K -3,872 Closed
FIA
94
FNY Investment Advisers
New York
-$41K -2,800 Closed
PGAM
95
Princeton Global Asset Management
New Jersey
-$19.1K -1,287 Closed
IAIM
96
International Assets Investment Management
Florida
-$46 -683 Closed
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
-$4K -250 Closed
WWM
98
Wolff Wiese Magana
California
-$1.31K -88 Closed

DIAX Hedge Fund Activity: Q4 2024 in Review

90 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q4 2024, worth a combined $175M — up 2.6% from $170M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DIAX positions and 8 closed out — a net gain of 8 holders — while 26 added to existing stakes and 36 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $5.46M. The largest seller was Cornerstone Advisors, cutting an estimated $3.33M.

  • 90 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q4 2024, up from 86 in Q3 2024.
  • Funds reported $175M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q4 2024, up 2.6% quarter-over-quarter.
  • 16 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q4 2024 was Capital Investment Advisors, an estimated $5.46M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $3.33M sold.

Based on aggregated 13F filings for Q4 2024.