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Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX

Overview Fund Activity

90 hedge funds and large institutions have $175M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$5.76M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.4M
3
IAA
3
Independent Advisor Alliance
North Carolina
$2.06M
4
Bank of America
4
Bank of America
North Carolina
$18.5M
5
Wells Fargo
5
Wells Fargo
California
$11.4M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$8.92M
2
WAM
2
Wolverine Asset Management
Illinois
$2.34M
3
1CP
3
1607 Capital Partners
Virginia
$4.36M
4
SFS
4
Shaker Financial Services
Virginia
$1.45M
5
LCM
5
Landscape Capital Management
New Jersey
$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.09M -$56.1K -3,725 -5%
ICM
27
Ionic Capital Management
New York
$1.09M -$481K -31,926 -31%
Stifel Financial
28
Stifel Financial
Missouri
$990K -$8.04K -534 -0.8%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$977K +$99.7K +6,617 +11%
SDAM
30
Shulman DeMeo Asset Management
New York
$911K -$1.94K -129 -0.2%
DAS
31
Dynamic Advisor Solutions
Arizona
$760K -$38.7K -2,568 -5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$729K +$73.9K +4,902 +11%
FAM
33
Formidable Asset Management
Ohio
$687K +$196 +13 +0%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$676K +$15.7K +1,043 +2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$666K -$16K -1,062 -2%
BRWA
36
B. Riley Wealth Advisors
Florida
$664K -$41.3K -2,742 -6%
DADC
37
D.A. Davidson & Co
Montana
$646K -$7.5K -498 -1%
CL
38
Choreo LLC
Illinois
$612K +$84K +5,561 +16%
RL
39
RPO LLC
Connecticut
$591K +$120K +8,000 +26%
SCM
40
Schnieders Capital Management
California
$562K -$11.3K -750 -2%
LCM
41
Landscape Capital Management
New Jersey
$534K -$1.08M -71,971 -67%
NFG
42
Nations Financial Group
Iowa
$510K – – –
SC
43
Stolper & Co
Oklahoma
$490K -$4.52K -300 -0.9%
QC
44
Quantedge Capital
Singapore
$489K -$283K -18,800 -37%
IFWM
45
Institute for Wealth Management
Colorado
$426K -$5.2K -345 -1%
NA
46
NewEdge Advisors
Louisiana
$418K -$241 -16 -0.1%
DAS
47
Diversify Advisory Services
Utah
$390K -$9.66K -650 -2%
WS
48
Wedbush Securities
California
$379K -$3.96K -263 -1%
SWP
49
Sagespring Wealth Partners
Tennessee
$377K +$377K +25,061 New
AWS
50
Atria Wealth Solutions
New York
$362K -$37.1K -2,466 -9%
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