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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

81 hedge funds and large institutions have $138M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

5% more capital invested

Capital invested by funds: $131M → $138M (+$6.88M)

2.15% more ownership

Funds ownership: 25.44%27.59% (+2.1%)

1% less funds holding

Funds holding: 8281 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
31
Reduced
27
Closed
6
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 +$2.16M +152,833 +16%
Bank of America
2
Bank of America
North Carolina
$12.2M +$2.53M +179,233 +25%
UBS Group
3
UBS Group
Switzerland
$11.2M +$245K +17,342 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.1M +$160K +11,346 +1%
Wells Fargo
5
Wells Fargo
California
$7.81M -$901K -63,704 -10%
GC
6
Guggenheim Capital
Illinois
$7.62M +$82.3K +5,823 +1%
Invesco
7
Invesco
Georgia
$7.61M -$170K -12,051 -2%
CA
8
Cornerstone Advisors
North Carolina
$5.52M +$2.94M +208,118 +107%
1CP
9
1607 Capital Partners
Virginia
$5.29M +$5.21M +368,542 +2,076%
AAM
10
Advisors Asset Management
Colorado
$4.55M -$791K -55,925 -14%
WAM
11
Wolverine Asset Management
Illinois
$3.68M +$460K +32,543 +14%
SFS
12
Shaker Financial Services
Virginia
$3.1M -$2.98M -210,861 -49%
AA
13
AQR Arbitrage
Connecticut
$3.02M +$2.45M +173,201 +365%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$2.42M -$146K -10,353 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.41M +$90.3K +6,385 +4%
Stifel Financial
16
Stifel Financial
Missouri
$2.38M -$65.8K -4,653 -3%
Ameriprise
17
Ameriprise
Minnesota
$2.3M +$171K +12,099 +8%
LPL Financial
18
LPL Financial
California
$2.19M +$98.9K +6,997 +5%
ICM
19
Ionic Capital Management
New York
$2.18M +$2.25M +159,048 New
RJA
20
Raymond James & Associates
Florida
$1.85M -$336K -23,792 -15%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.74M +$124K +8,745 +7%
DADC
22
D.A. Davidson & Co
Montana
$1.64M +$8.84K +625 +0.5%
PAG
23
Private Advisor Group
New Jersey
$1.52M +$12.3K +868 +0.8%
SCM
24
Schnieders Capital Management
California
$1.49M -$276K -19,525 -15%
IWC
25
Integrated Wealth Concepts
Massachusetts
$1.3M -$35.5K -2,512 -3%

DIAX Hedge Fund Activity: Q3 2023 in Review

81 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q3 2023, worth a combined $138M — up 5.3% from $131M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DIAX positions and 6 closed out — a net gain of 1 holder — while 31 added to existing stakes and 27 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $5.21M. The largest seller was Shaker Financial Services, cutting an estimated $2.98M.

  • 81 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q3 2023, down from 82 in Q2 2023.
  • Funds reported $138M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 7 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q3 2023 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q3 2023 was 1607 Capital Partners, an estimated $5.21M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q3 2023 was Shaker Financial Services, an estimated $2.98M sold.

Based on aggregated 13F filings for Q3 2023.