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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 $138M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

1.41% less ownership

Funds ownership: 24.18%22.77% (-1.4%)

7% less capital invested

Capital invested by funds: $149M → $138M (-$10.6M)

11% less funds holding

Funds holding: 8979 (-10)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
-10
Holders Change %
-11.24%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
32
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.7M -$700K -40,588 -4%
UBS Group
2
UBS Group
Switzerland
$12M +$406K +23,508 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.4M +$325K +18,833 +3%
GC
4
Guggenheim Capital
Illinois
$10.2M +$1.19M +68,778 +13%
Invesco
5
Invesco
Georgia
$9.88M +$409K +23,697 +4%
Wells Fargo
6
Wells Fargo
California
$9.6M -$17.9K -1,038 -0.2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$9.13M +$2.29M +132,641 +32%
OA
8
Oxbow Advisors
Texas
$6.61M -$104K -6,047 -2%
1CP
9
1607 Capital Partners
Virginia
$5M -$704K -40,775 -12%
Stifel Financial
10
Stifel Financial
Missouri
$4.82M +$272K +15,748 +6%
SFS
11
Shaker Financial Services
Virginia
$4.76M +$91.8K +5,321 +2%
Bank of America
12
Bank of America
North Carolina
$4.52M -$329K -19,075 -7%
AAM
13
Advisors Asset Management
Colorado
$4.44M +$116K +6,736 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.04M +$257K +14,889 +9%
SCM
15
Schnieders Capital Management
California
$1.7M +$12.1K +700 +0.7%
RJA
16
Raymond James & Associates
Florida
$1.63M -$685K -39,713 -29%
Ameriprise
17
Ameriprise
Minnesota
$1.63M +$60.8K +3,522 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.56M -$22.4K -1,297 -1%
PAG
19
Private Advisor Group
New Jersey
$1.48M -$12K -695 -0.8%
FAM
20
Formidable Asset Management
Ohio
$1.44M -$26.1K -1,512 -2%
ACP
21
Aviance Capital Partners
Florida
$1.43M +$45.2K +2,621 +3%
DADC
22
D.A. Davidson & Co
Montana
$1.38M +$281K +16,265 +25%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.28M +$111K +6,436 +9%
PAS
24
Park Avenue Securities
New York
$1.21M +$97.5K +5,652 +9%
LPL Financial
25
LPL Financial
California
$1M -$52.4K -3,035 -5%

DIAX Hedge Fund Activity: Q3 2021 in Review

79 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q3 2021, worth a combined $138M — down 7.1% from $149M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DIAX and 6 opened new positions — a net loss of 7 holders — while 22 trimmed existing stakes and 32 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $2.29M. The largest seller was Rivernorth Capital Management, cutting an estimated $8.14M.

  • 79 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q3 2021, down from 89 in Q2 2021.
  • Funds reported $138M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q3 2021, down 7.1% quarter-over-quarter.
  • 6 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q3 2021 and 13 closed out, a net change of -7 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q3 2021 was Northwestern Mutual Wealth Management, an estimated $2.29M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q3 2021 was Rivernorth Capital Management, an estimated $8.14M sold.

Based on aggregated 13F filings for Q3 2021.