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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

82 hedge funds and large institutions have $131M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.75% more ownership

Funds ownership: 23.69%25.44% (+1.7%)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

4% more capital invested

Capital invested by funds: $126M → $131M (+$4.98M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 8382 (-1)

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.1M -$816K -56,327 -6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11.3M +$202K +13,912 +2%
UBS Group
3
UBS Group
Switzerland
$11.3M +$330K +22,752 +3%
Bank of America
4
Bank of America
North Carolina
$10M +$3.36M +231,967 +49%
Wells Fargo
5
Wells Fargo
California
$8.94M -$446K -30,794 -5%
Invesco
6
Invesco
Georgia
$8.01M +$1.22M +83,910 +17%
GC
7
Guggenheim Capital
Illinois
$7.77M +$126K +8,689 +2%
SFS
8
Shaker Financial Services
Virginia
$6.17M +$2.42M +167,133 +64%
AAM
9
Advisors Asset Management
Colorado
$5.48M +$86.7K +5,986 +2%
WAM
10
Wolverine Asset Management
Illinois
$3.33M +$2.05M +141,789 +151%
CA
11
Cornerstone Advisors
North Carolina
$2.75M +$2.82M +194,870 New
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$2.64M +$2.71M +187,047 New
Stifel Financial
13
Stifel Financial
Missouri
$2.52M -$22.4K -1,548 -0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.39M +$235K +16,237 +11%
RJA
15
Raymond James & Associates
Florida
$2.24M -$187K -12,935 -8%
Ameriprise
16
Ameriprise
Minnesota
$2.21M -$286K -19,722 -11%
LPL Financial
17
LPL Financial
California
$2.16M +$34.3K +2,368 +2%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.02M -$5.69M -392,765 -73%
SCM
19
Schnieders Capital Management
California
$1.81M +$37.7K +2,600 +2%
DADC
20
D.A. Davidson & Co
Montana
$1.68M +$105K +7,271 +7%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.66M +$79.9K +5,513 +5%
PAG
22
Private Advisor Group
New Jersey
$1.55M +$29.2K +2,014 +2%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.37M -$61.6K -4,252 -4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.25M +$1.1M +75,860 +582%
PAS
25
Park Avenue Securities
New York
$1.14M +$1.17M +80,979 New

DIAX Hedge Fund Activity: Q2 2023 in Review

82 of the 6,372 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q2 2023, worth a combined $131M — up 4% from $126M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of DIAX and 13 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 27 added.

The largest buyer was Bank of America, adding an estimated $3.36M. The largest seller was MML Investors Services, cutting an estimated $5.69M.

  • 82 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q2 2023, down from 83 in Q1 2023.
  • Funds reported $131M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q2 2023, up 4% quarter-over-quarter.
  • 13 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q2 2023 and 14 closed out, a net change of -1 holder.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q2 2023 was Bank of America, an estimated $3.36M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q2 2023 was MML Investors Services, an estimated $5.69M sold.

Based on aggregated 13F filings for Q2 2023.