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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

91 hedge funds and large institutions have $126M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

18% more capital invested

Capital invested by funds: $106M → $126M (+$19.5M)

11% more funds holding

Funds holding: 8291 (+9)

1.27% more ownership

Funds ownership: 21.59%22.86% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

36% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 33

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
21
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.2M +$1.2M +83,877 +12%
UBS Group
2
UBS Group
Switzerland
$10.4M -$260K -18,186 -3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.2M -$164K -11,444 -2%
Invesco
4
Invesco
Georgia
$7.35M -$149K -10,434 -2%
Wells Fargo
5
Wells Fargo
California
$6.94M -$394K -27,549 -6%
RCM
6
Rivernorth Capital Management
Florida
$6.59M +$6.2M +433,875 New
OA
7
Oxbow Advisors
Texas
$6.12M -$393K -27,500 -6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$5.45M +$186K +13,011 +4%
1CP
9
1607 Capital Partners
Virginia
$5.07M +$292K +20,433 +7%
GC
10
Guggenheim Capital
Illinois
$4.78M +$1.79M +124,914 +66%
Stifel Financial
11
Stifel Financial
Missouri
$4.2M -$13.9K -972 -0.4%
SFS
12
Shaker Financial Services
Virginia
$4.19M -$1.16M -81,349 -23%
AAM
13
Advisors Asset Management
Colorado
$3.73M -$475K -33,268 -12%
Bank of America
14
Bank of America
North Carolina
$3.59M -$484K -33,899 -13%
ICM
15
Ionic Capital Management
New York
$3.43M +$733K +51,298 +29%
RJA
16
Raymond James & Associates
Florida
$2.56M -$340K -23,768 -12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.24M -$140K -9,802 -6%
LCM
18
Landscape Capital Management
New Jersey
$1.57M +$828K +57,933 +128%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.45M -$60.7K -4,245 -4%
FAM
20
Formidable Asset Management
Ohio
$1.39M +$1.34M +93,570 New
SCM
21
Schnieders Capital Management
California
$1.34M +$49.7K +3,475 +4%
PAG
22
Private Advisor Group
New Jersey
$1.32M -$269K -18,804 -18%
AA
23
AQR Arbitrage
Connecticut
$1.29M +$182K +12,703 +18%
ACP
24
Aviance Capital Partners
Florida
$1.18M -$27K -1,887 -2%
SDAM
25
Shulman DeMeo Asset Management
New York
$1.13M -$27.2K -1,901 -2%

DIAX Hedge Fund Activity: Q4 2020 in Review

91 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q4 2020, worth a combined $126M — up 18% from $106M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DIAX positions and 12 closed out — a net gain of 9 holders — while 21 added to existing stakes and 33 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $6.2M. The largest seller was Wolverine Asset Management, cutting an estimated $3.95M.

  • 91 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q4 2020, up from 82 in Q3 2020.
  • Funds reported $126M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q4 2020, up 18% quarter-over-quarter.
  • 21 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q4 2020 and 12 closed out, a net change of +9 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q4 2020 was Rivernorth Capital Management, an estimated $6.2M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q4 2020 was Wolverine Asset Management, an estimated $3.95M sold.

Based on aggregated 13F filings for Q4 2020.