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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 %
GWM
76
Geneos Wealth Management
Colorado
$38.1K +$7.74K +514 +26%
WSFS
77
Wilmington Savings Fund Society
Delaware
$37.7K – – –
SS
78
Sunbelt Securities
Texas
$30.2K – – –
SWA
79
SOA Wealth Advisors
New York
$17.8K +$678 +45 +4%
SPIA
80
Steward Partners Investment Advisory
New York
$15.1K +$15.1K +1,000 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$11.3K – – –
CAS
82
Coppell Advisory Solutions
Texas
$8.31K +$3.25K +215 +64%
GWSG
83
GPS Wealth Strategies Group
Colorado
$8.28K -$19.7K -1,306 -70%
T
84
Transce3nd
Texas
$5.11K +$5.11K +339 New
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$4.7K +$4.7K +312 New
FDW
86
Fourth Dimension Wealth
Ohio
$4.17K +$4.17K +277 New
MCM
87
MAI Capital Management
Ohio
$3.01K +$3.01K +200 New
FFA
88
Farther Finance Advisors
California
$1.67K – – –
RDIA
89
RE Dickinson Investment Advisors
Iowa
$1K +$1K +6 New
NS
90
NBC Securities
Alabama
$385 -$392K -25,472 -100%
LSC
91
Logan Stone Capital
Illinois
– -$331K -22,308 Closed
LOIM
92
Liberty One Investment Management
Illinois
– -$57.5K -3,872 Closed
FIA
93
FNY Investment Advisers
New York
– -$41K -2,800 Closed
PGAM
94
Princeton Global Asset Management
New Jersey
– -$19.1K -1,287 Closed
IAIM
95
International Assets Investment Management
Florida
– -$46 -683 Closed
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
– -$4K -250 Closed
WWM
97
Wolff Wiese Magana
California
– -$1.31K -88 Closed
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