Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
227 hedge funds and large institutions have $693M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2026 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 50 increasing their positions, 1 reducing their positions, and 3 closing their positions.
5,667% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 3
4,900% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 1
918% more capital invested
Capital invested by funds: $68.1M → $693M (+$625M)
278% more funds holding
Funds holding: 60 → 227 (+167)
219.08% more ownership
Funds ownership: 21.02% → 240.1% (+219%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$210M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$33.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$28.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$28M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$274K |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$17.5K |
| 3 |
JP Morgan Chase
New York
|
-$4.4K |
| 4 |
KTC
Kentucky Trust Company
Danville,
Kentucky
|
-$4.33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NEWAS
226
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.13K | +$1.23K | +70 | New |
|
|
227
JP Morgan Chase
New York
| $269 | -$4.4K | -251 | -94% |
|
|
DAS
228
Diversify Advisory Services
Sandy,
Utah
| – | -$274K | -15,219 | Closed |
|
|
FHA
229
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$17.5K | -971 | Closed |
|
|
KTC
230
Kentucky Trust Company
Danville,
Kentucky
| – | -$4.33K | -240 | Closed |
|
|
CTC
231
Central Trust Company
Jefferson City,
Missouri
| – | +$31.2K | +1,780 | New |
|
SPXX Hedge Fund Activity: Q1 2026 in Review
227 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q1 2026, worth a combined $693M — up 918% from $68.1M a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new SPXX positions and 3 closed out — a net gain of 170 holders — while 50 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $210M. The largest seller was Diversify Advisory Services, exiting entirely with an estimated $274K sold.
- 227 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q1 2026, up from 60 in Q4 2025.
- Funds reported $693M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q1 2026, up 918% quarter-over-quarter.
- 173 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q1 2026 and 3 closed out, a net change of +170 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q1 2026 was Morgan Stanley, an estimated $210M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q1 2026 was Diversify Advisory Services, an estimated $274K sold.
Based on aggregated 13F filings for Q1 2026.