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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

59 hedge funds and large institutions have $108M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% less capital invested

Capital invested by funds: $109M → $108M (-$435K)

0.53% less ownership

Funds ownership: 18.23%17.7% (-0.53%)

2% less funds holding

Funds holding: 6059 (-1)

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
24
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$12.6M -$789K -47,292 -6%
Wells Fargo
2
Wells Fargo
California
$10.1M -$21.7K -1,300 -0.2%
Invesco
3
Invesco
Georgia
$8.72M -$395K -23,689 -4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.96M +$275K +16,512 +5%
SFS
5
Shaker Financial Services
Virginia
$5.96M +$5.86M +351,357 New
Morgan Stanley
6
Morgan Stanley
New York
$5.89M +$1.22M +72,853 +27%
Bank of America
7
Bank of America
North Carolina
$5.12M +$459K +27,507 +10%
OA
8
Oxbow Advisors
Texas
$4.79M -$109K -6,545 -2%
GC
9
Guggenheim Capital
Illinois
$4.68M -$61.7K -3,699 -1%
AAM
10
Advisors Asset Management
Colorado
$4.65M -$712K -42,670 -13%
RJA
11
Raymond James & Associates
Florida
$4.48M +$383K +22,977 +10%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$4.27M +$1.85K +111 +0%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$3.35M
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$2.94M -$157K -9,394 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.65M +$70.3K +4,211 +3%
1CP
16
1607 Capital Partners
Virginia
$2.49M -$194K -11,650 -7%
Ameriprise
17
Ameriprise
Minnesota
$2.08M -$385K -23,093 -16%
PAG
18
Private Advisor Group
New Jersey
$1.81M +$31K +1,858 +2%
FSA
19
Financial Sense Advisors
California
$1.71M +$118K +7,092 +8%
ACP
20
Aviance Capital Partners
Florida
$1.67M -$86.1K -5,162 -5%
FAM
21
Formidable Asset Management
Ohio
$1.44M +$1.42M +85,075 New
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$1.37M +$236K +14,129 +21%
IFWM
23
Institute for Wealth Management
Colorado
$981K -$1.12K -67 -0.1%
SCM
24
Schnieders Capital Management
California
$755K +$90K +5,396 +14%
BCA
25
Benchmark Capital Advisors
New York
$707K -$16.7K -1,000 -2%

DIAX Hedge Fund Activity: Q3 2017 in Review

59 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q3 2017, worth a combined $108M — down 0.4% from $109M a quarter earlier.

Fund positioning in DIAX was balanced in Q3 2017: 5 funds opened new positions, 5 closed out, 24 added to existing stakes and 18 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $5.86M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $5.15M sold.

  • 59 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q3 2017, down from 60 in Q2 2017.
  • Funds reported $108M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q3 2017, down 0.4% quarter-over-quarter.
  • 5 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q3 2017 and 5 closed out, a net change of 0 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q3 2017 was Shaker Financial Services, an estimated $5.86M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q3 2017 was Parametric Portfolio Associates, an estimated $5.15M sold.

Based on aggregated 13F filings for Q3 2017.