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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

68 hedge funds and large institutions have $101M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

0.73% less ownership

Funds ownership: 16.5%15.77% (-0.73%)

8% less funds holding

Funds holding: 7468 (-6)

10% less capital invested

Capital invested by funds: $112M → $101M (-$10.8M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
21
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$13M -$707K -38,495 -5%
Invesco
2
Invesco
Georgia
$10.9M +$38.4K +2,091 +0.3%
Wells Fargo
3
Wells Fargo
California
$9.19M -$1.6M -87,167 -14%
Morgan Stanley
4
Morgan Stanley
New York
$8.23M +$1.2M +65,333 +16%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.39M +$501K +27,275 +7%
AAM
6
Advisors Asset Management
Colorado
$6.76M +$602K +32,790 +10%
Bank of America
7
Bank of America
North Carolina
$5.35M +$125K +6,786 +2%
OA
8
Oxbow Advisors
Texas
$5.02M +$52.3K +2,850 +1%
RJA
9
Raymond James & Associates
Florida
$4.68M -$1.81M -98,494 -27%
GC
10
Guggenheim Capital
Illinois
$3.65M -$126K -6,861 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.14M +$179K +9,755 +6%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$2.44M
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.38M -$689K -37,558 -22%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$2.06M -$442K -24,101 -17%
ACP
15
Aviance Capital Partners
Florida
$1.58M -$90.8K -4,945 -5%
FAM
16
Formidable Asset Management
Ohio
$1.48M -$5.91K -322 -0.4%
IFWM
17
Institute for Wealth Management
Colorado
$1.11M -$514 -28 -0%
SCM
18
Schnieders Capital Management
California
$947K +$157K +8,575 +19%
PAG
19
Private Advisor Group
New Jersey
$925K +$219K +11,911 +30%
Ameriprise
20
Ameriprise
Minnesota
$863K -$839K -45,690 -48%
LPL Financial
21
LPL Financial
California
$790K +$338K +18,395 +71%
DADC
22
D.A. Davidson & Co
Montana
$771K +$486K +26,489 +157%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$755K +$148K +8,073 +23%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$719K +$8.94K +487 +1%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$710K +$131K +7,115 +22%

DIAX Hedge Fund Activity: Q1 2018 in Review

68 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q1 2018, worth a combined $101M — down 9.7% from $112M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DIAX and 5 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 21 added.

The largest buyer was Morgan Stanley, adding an estimated $1.2M. The largest seller was Raymond James & Associates, cutting an estimated $1.81M.

  • 68 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q1 2018, down from 74 in Q4 2017.
  • Funds reported $101M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q1 2018, down 9.7% quarter-over-quarter.
  • 5 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q1 2018 and 10 closed out, a net change of -5 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q1 2018 was Morgan Stanley, an estimated $1.2M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q1 2018 was Raymond James & Associates, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2018.