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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

82 hedge funds and large institutions have $106M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more funds holding

Funds holding: 7882 (+4)

2% more capital invested

Capital invested by funds: $104M → $106M (+$2.49M)

0.61% more ownership

Funds ownership: 20.97%21.59% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
21
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.73M +$1.28M +92,831 +15%
UBS Group
2
UBS Group
Switzerland
$9.52M -$245K -17,775 -2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.35M +$294K +21,306 +4%
Invesco
4
Invesco
Georgia
$6.68M +$256K +18,547 +4%
Wells Fargo
5
Wells Fargo
California
$6.55M -$1.52M -109,818 -18%
OA
6
Oxbow Advisors
Texas
$5.82M
SFS
7
Shaker Financial Services
Virginia
$4.83M +$316K +22,924 +7%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$4.67M +$244K +17,643 +5%
WAM
9
Wolverine Asset Management
Illinois
$4.28M +$921K +66,742 +27%
1CP
10
1607 Capital Partners
Virginia
$4.23M +$114K +8,274 +3%
AAM
11
Advisors Asset Management
Colorado
$3.77M -$326K -23,625 -8%
Stifel Financial
12
Stifel Financial
Missouri
$3.75M +$3.39M +245,877 +779%
Bank of America
13
Bank of America
North Carolina
$3.65M -$68K -4,926 -2%
RJA
14
Raymond James & Associates
Florida
$2.6M -$395K -28,639 -13%
GC
15
Guggenheim Capital
Illinois
$2.56M +$233K +16,856 +10%
ICM
16
Ionic Capital Management
New York
$2.36M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.13M -$796K -57,655 -27%
PAG
18
Private Advisor Group
New Jersey
$1.43M -$845K -61,231 -37%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.34M -$91.4K -6,625 -6%
SCM
20
Schnieders Capital Management
California
$1.15M -$7.11K -515 -0.6%
ACP
21
Aviance Capital Partners
Florida
$1.08M -$15K -1,086 -1%
SDAM
22
Shulman DeMeo Asset Management
New York
$1.03M +$25K +1,808 +2%
AA
23
AQR Arbitrage
Connecticut
$973K +$686K +49,691 +224%
LPL Financial
24
LPL Financial
California
$931K -$904K -65,481 -49%
Ameriprise
25
Ameriprise
Minnesota
$906K -$14.3K -1,035 -2%

DIAX Hedge Fund Activity: Q3 2020 in Review

82 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q3 2020, worth a combined $106M — up 2.4% from $104M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DIAX positions and 9 closed out — a net gain of 4 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was Stifel Financial, adding an estimated $3.39M. The largest seller was Wells Fargo, cutting an estimated $1.52M.

  • 82 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q3 2020, up from 78 in Q2 2020.
  • Funds reported $106M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q3 2020, up 2.4% quarter-over-quarter.
  • 13 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q3 2020 and 9 closed out, a net change of +4 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q3 2020 was Stifel Financial, an estimated $3.39M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q3 2020 was Wells Fargo, an estimated $1.52M sold.

Based on aggregated 13F filings for Q3 2020.