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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

79 hedge funds and large institutions have $117M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

11% more capital invested

Capital invested by funds: $105M → $117M (+$11.5M)

0.18% less ownership

Funds ownership: 18.18%18% (-0.18%)

6% less funds holding

Funds holding: 8479 (-5)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$17.9M +$1.43M +81,414 +9%
Morgan Stanley
2
Morgan Stanley
New York
$12.7M +$277K +15,750 +2%
Wells Fargo
3
Wells Fargo
California
$11.8M +$840K +47,716 +8%
AAM
4
Advisors Asset Management
Colorado
$9.08M +$555K +31,496 +7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.69M +$253K +14,346 +3%
Invesco
6
Invesco
Georgia
$7.93M -$633K -35,976 -8%
Bank of America
7
Bank of America
North Carolina
$6.53M +$283K +16,048 +5%
OA
8
Oxbow Advisors
Texas
$6.41M -$177K -10,080 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.13M +$744K +42,246 +17%
RJA
10
Raymond James & Associates
Florida
$3.83M -$1.23M -69,875 -25%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.82M +$2.73K +155 +0.2%
LPL Financial
12
LPL Financial
California
$1.81M +$462K +26,220 +35%
PAG
13
Private Advisor Group
New Jersey
$1.8M -$171K -9,739 -9%
ACP
14
Aviance Capital Partners
Florida
$1.53M -$82.4K -4,681 -5%
SDAM
15
Shulman DeMeo Asset Management
New York
$1.47M -$37.5K -2,127 -3%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.46M -$381K -21,643 -21%
SCM
17
Schnieders Capital Management
California
$1.4M +$126K +7,150 +10%
DADC
18
D.A. Davidson & Co
Montana
$1.29M +$59.9K +3,400 +5%
GC
19
Guggenheim Capital
Illinois
$1.01M -$15.2K -861 -2%
Ameriprise
20
Ameriprise
Minnesota
$946K +$228K +12,972 +33%
9WM
21
9258 Wealth Management
Ohio
$878K -$6.88K -391 -0.8%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$877K +$6.11K +347 +0.7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$792K +$18.1K +1,029 +2%
IFWM
24
Institute for Wealth Management
Colorado
$779K -$70 -4 -0%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$734K +$718K +40,784 New

DIAX Hedge Fund Activity: Q1 2019 in Review

79 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q1 2019, worth a combined $117M — up 11% from $105M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DIAX and 8 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 25 added.

The largest buyer was UBS Group, adding an estimated $1.43M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.99M sold.

  • 79 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q1 2019, down from 84 in Q4 2018.
  • Funds reported $117M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q1 2019, up 11% quarter-over-quarter.
  • 8 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q1 2019 and 12 closed out, a net change of -4 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q1 2019 was UBS Group, an estimated $1.43M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q1 2019 was Wolverine Asset Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2019.