We are live on ! Find out more
DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

94 hedge funds and large institutions have $143M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $126M → $143M (+$17.3M)

3% more funds holding

Funds holding: 9194 (+3)

1.49% more ownership

Funds ownership: 22.86%24.34% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% 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
29
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.9M +$1.79M +116,643 +15%
UBS Group
2
UBS Group
Switzerland
$10.7M -$460K -29,913 -4%
RCM
3
Rivernorth Capital Management
Florida
$10.2M +$2.98M +193,712 +45%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.1M +$230K +14,947 +2%
Wells Fargo
5
Wells Fargo
California
$8.14M +$677K +44,051 +10%
Invesco
6
Invesco
Georgia
$7.99M +$119K +7,740 +2%
OA
7
Oxbow Advisors
Texas
$6.46M -$74.8K -4,870 -1%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$6.38M +$524K +34,134 +10%
GC
9
Guggenheim Capital
Illinois
$5.84M +$699K +45,494 +14%
Bank of America
10
Bank of America
North Carolina
$5.59M +$1.65M +107,646 +46%
1CP
11
1607 Capital Partners
Virginia
$5.53M +$109K +7,126 +2%
ICM
12
Ionic Capital Management
New York
$4.82M +$1.09M +70,900 +31%
Stifel Financial
13
Stifel Financial
Missouri
$4.58M +$82.3K +5,359 +2%
SFS
14
Shaker Financial Services
Virginia
$4.43M -$45.2K -2,943 -1%
AAM
15
Advisors Asset Management
Colorado
$3.87M -$106K -6,909 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.45M +$52.2K +3,395 +2%
RJA
17
Raymond James & Associates
Florida
$2.44M -$279K -18,172 -11%
SCM
18
Schnieders Capital Management
California
$1.54M +$101K +6,550 +7%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.53M -$23.6K -1,539 -2%
FAM
20
Formidable Asset Management
Ohio
$1.5M -$19.6K -1,277 -1%
CA
21
Cornerstone Advisors
North Carolina
$1.46M +$1.38M +89,757 New
PAG
22
Private Advisor Group
New Jersey
$1.37M -$41K -2,670 -3%
Ameriprise
23
Ameriprise
Minnesota
$1.25M +$335K +21,807 +39%
ACP
24
Aviance Capital Partners
Florida
$1.15M -$108K -7,041 -9%
SDAM
25
Shulman DeMeo Asset Management
New York
$1.1M -$94.6K -6,155 -8%

DIAX Hedge Fund Activity: Q1 2021 in Review

94 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q1 2021, worth a combined $143M — up 14% from $126M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DIAX positions and 10 closed out — a net gain of 3 holders — while 29 added to existing stakes and 30 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.98M. The largest seller was Landscape Capital Management, cutting an estimated $863K.

  • 94 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q1 2021, up from 91 in Q4 2020.
  • Funds reported $143M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q1 2021, up 14% quarter-over-quarter.
  • 13 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q1 2021 and 10 closed out, a net change of +3 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $2.98M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q1 2021 was Landscape Capital Management, an estimated $863K sold.

Based on aggregated 13F filings for Q1 2021.