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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

74 hedge funds and large institutions have $112M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

25% more funds holding

Funds holding: 5974 (+15)

4% more capital invested

Capital invested by funds: $108M → $112M (+$3.94M)

1.2% less ownership

Funds ownership: 17.7%16.5% (-1.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
74
Holders Change
+15
Holders Change %
+25.42%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
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
$14.5M +$436K +24,410 +3%
Invesco
2
Invesco
Georgia
$11.5M +$1.74M +97,227 +19%
Wells Fargo
3
Wells Fargo
California
$11.4M +$125K +6,982 +1%
Morgan Stanley
4
Morgan Stanley
New York
$7.5M +$902K +50,528 +15%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.33M +$667K +37,379 +11%
RJA
6
Raymond James & Associates
Florida
$6.82M +$1.74M +97,530 +37%
AAM
7
Advisors Asset Management
Colorado
$6.42M +$1.19M +66,494 +24%
Bank of America
8
Bank of America
North Carolina
$5.55M -$134K -7,524 -2%
OA
9
Oxbow Advisors
Texas
$5.27M -$45.5K -2,550 -0.9%
GC
10
Guggenheim Capital
Illinois
$4M -$1.14M -63,613 -23%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$3.23M -$1.44M -80,767 -32%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.14M +$193K +10,792 +7%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$2.63M -$598K -33,480 -19%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$2.56M -$1.2M -66,946 -33%
Ameriprise
15
Ameriprise
Minnesota
$1.81M -$479K -26,823 -22%
ACP
16
Aviance Capital Partners
Florida
$1.77M -$74.8K -4,192 -4%
FSA
17
Financial Sense Advisors
California
$1.58M -$305K -17,109 -17%
FAM
18
Formidable Asset Management
Ohio
$1.57M -$27.1K -1,517 -2%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$1.18M -$323K -18,065 -22%
IFWM
20
Institute for Wealth Management
Colorado
$1.09M -$5.14K -288 -0.5%
SCM
21
Schnieders Capital Management
California
$843K +$3.57K +200 +0.4%
PAG
22
Private Advisor Group
New Jersey
$761K -$1.18M -65,826 -62%
BCA
23
Benchmark Capital Advisors
New York
$757K -$26.8K -1,500 -4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$754K +$269K +15,079 +61%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$648K +$87.1K +4,879 +17%

DIAX Hedge Fund Activity: Q4 2017 in Review

74 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q4 2017, worth a combined $112M — up 3.6% from $108M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DIAX positions and 5 closed out — a net gain of 15 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.74M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $5.96M sold.

  • 74 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q4 2017, up from 59 in Q3 2017.
  • Funds reported $112M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q4 2017, up 3.6% quarter-over-quarter.
  • 20 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q4 2017 and 5 closed out, a net change of +15 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q4 2017 was Raymond James & Associates, an estimated $1.74M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q4 2017 was Shaker Financial Services, an estimated $5.96M sold.

Based on aggregated 13F filings for Q4 2017.