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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

80 hedge funds and large institutions have $126M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

15% more capital invested

Capital invested by funds: $110M → $126M (+$16M)

10% more funds holding

Funds holding: 7380 (+7)

0.25% more ownership

Funds ownership: 22.38%22.63% (+0.25%)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.4M +$2.55M +167,903 +18%
UBS Group
2
UBS Group
Switzerland
$11.9M -$29.4K -1,938 -0.3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.9M +$492K +32,445 +4%
GC
4
Guggenheim Capital
Illinois
$9.75M -$94.8K -6,246 -1%
Wells Fargo
5
Wells Fargo
California
$9.75M +$860K +56,643 +10%
MML Investors Services
6
MML Investors Services
Massachusetts
$8.02M +$740K +48,737 +10%
Bank of America
7
Bank of America
North Carolina
$6.98M +$163K +10,750 +2%
AAM
8
Advisors Asset Management
Colorado
$5.99M +$303K +19,996 +5%
Invesco
9
Invesco
Georgia
$5.44M -$1.13M -74,331 -17%
RJA
10
Raymond James & Associates
Florida
$2.92M -$197K -13,010 -6%
Stifel Financial
11
Stifel Financial
Missouri
$2.82M +$88.4K +5,823 +3%
LPL Financial
12
LPL Financial
California
$2.61M +$179K +11,808 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.36M +$118K +7,765 +5%
SCM
14
Schnieders Capital Management
California
$1.97M +$158K +10,400 +9%
Ameriprise
15
Ameriprise
Minnesota
$1.88M +$68.9K +4,539 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.81M -$84K -5,536 -5%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.59M -$6.51K -429 -0.4%
DADC
18
D.A. Davidson & Co
Montana
$1.57M +$26.1K +1,719 +2%
SFS
19
Shaker Financial Services
Virginia
$1.46M -$2.14M -141,168 -60%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.17M +$1.14M +75,350 New
FAM
21
Formidable Asset Management
Ohio
$1.07M
AWS
22
Atria Wealth Solutions
New York
$997K -$20.6K -1,358 -2%
SDAM
23
Shulman DeMeo Asset Management
New York
$960K -$7.75K -511 -0.8%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$894K -$2.25M -148,507 -72%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$891K +$52.2K +3,442 +6%

DIAX Hedge Fund Activity: Q4 2022 in Review

80 of the 6,224 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q4 2022, worth a combined $126M — up 15% from $110M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DIAX positions and 4 closed out — a net gain of 10 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.55M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $2.25M.

  • 80 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q4 2022, up from 73 in Q3 2022.
  • Funds reported $126M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q4 2022, up 15% quarter-over-quarter.
  • 14 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q4 2022 and 4 closed out, a net change of +10 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q4 2022 was Morgan Stanley, an estimated $2.55M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $2.25M sold.

Based on aggregated 13F filings for Q4 2022.