We are live on ! Find out more
DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

77 hedge funds and large institutions have $139M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more capital invested

Capital invested by funds: $138M → $139M (+$631K)

1.27% less ownership

Funds ownership: 22.77%21.51% (-1.3%)

3% less funds holding

Funds holding: 7977 (-2)

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
27
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$12.6M -$125K -7,188 -1%
Morgan Stanley
2
Morgan Stanley
New York
$12.5M -$3.06M -175,296 -20%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.3M +$243K +13,938 +2%
GC
4
Guggenheim Capital
Illinois
$12M +$1.15M +66,148 +11%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$1.35M +77,450 +14%
Invesco
6
Invesco
Georgia
$9.93M -$541K -31,023 -5%
Wells Fargo
7
Wells Fargo
California
$8.08M -$2.07M -118,559 -21%
SFS
8
Shaker Financial Services
Virginia
$7.42M +$2.33M +133,690 +47%
AAM
9
Advisors Asset Management
Colorado
$5.99M +$1.26M +71,955 +27%
Stifel Financial
10
Stifel Financial
Missouri
$5.3M +$183K +10,468 +4%
1CP
11
1607 Capital Partners
Virginia
$4.92M -$380K -21,775 -7%
RJA
12
Raymond James & Associates
Florida
$4.6M +$2.82M +161,601 +166%
Bank of America
13
Bank of America
North Carolina
$4.31M -$475K -27,230 -10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.19M -$1.02M -58,392 -32%
SCM
15
Schnieders Capital Management
California
$1.94M +$134K +7,650 +8%
Ameriprise
16
Ameriprise
Minnesota
$1.63M -$86.8K -4,975 -5%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.61M -$43.8K -2,510 -3%
PAG
18
Private Advisor Group
New Jersey
$1.58M +$12.9K +740 +0.8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.48M +$114K +6,558 +9%
DADC
20
D.A. Davidson & Co
Montana
$1.46M
PAS
21
Park Avenue Securities
New York
$1.4M +$120K +6,894 +10%
LPL Financial
22
LPL Financial
California
$1.35M +$286K +16,372 +27%
SDAM
23
Shulman DeMeo Asset Management
New York
$1.13M +$1.11M +63,797 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$921K +$35.5K +2,036 +4%
RJT
25
Raymond James Trust
Florida
$782K -$29.4K -1,685 -4%

DIAX Hedge Fund Activity: Q4 2021 in Review

77 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q4 2021, worth a combined $139M — up 0.46% from $138M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DIAX positions and 10 closed out — a net gain of 1 holder — while 27 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.82M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $6.61M sold.

  • 77 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q4 2021, down from 79 in Q3 2021.
  • Funds reported $139M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q4 2021, up 0.46% quarter-over-quarter.
  • 11 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q4 2021 and 10 closed out, a net change of +1 holder.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q4 2021 was Raymond James & Associates, an estimated $2.82M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q4 2021 was Oxbow Advisors, an estimated $6.61M sold.

Based on aggregated 13F filings for Q4 2021.