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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

48 hedge funds and large institutions have $58M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.45M
2
SFS
2
Shaker Financial Services
Virginia
$1.27M
3
Invesco
3
Invesco
Georgia
$5.32M
4
AF
4
Allworth Financial
California
$341K
5
Bank of America
5
Bank of America
North Carolina
$1.42M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$0
3
GC
3
Guggenheim Capital
Illinois
$3.09M
4
1CP
4
1607 Capital Partners
Virginia
$613K
5
UBS Group
5
UBS Group
Switzerland
$7.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$338K 19,046 +1,061 +6%
DAS
27
Diversify Advisory Services
Utah
$298K 16,469 – –
PFS
28
Prospera Financial Services
Texas
$255K 14,400 – –
WWM
29
Western Wealth Management
Colorado
$255K 14,368 +14,368 New
KWA
30
Kingswood Wealth Advisors
California
$242K 13,625 – –
ACP
31
Aviance Capital Partners
Florida
$222K 12,504 +93 +0.7%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$220K 12,400 – –
Bank of New York Mellon
33
Bank of New York Mellon
New York
$191K 10,772 +10,772 New
ACA
34
Aptus Capital Advisors
Alabama
$188K 10,585 – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$104K 5,835 -26 -0.4%
SPIA
36
Steward Partners Investment Advisory
New York
$92.7K 5,225 -250 -5%
PS
37
Principal Securities
Iowa
$56.8K 3,200 +3,200 New
NA
38
NewEdge Advisors
Louisiana
$46.9K 2,643 – –
NSIM
39
North Star Investment Management
Illinois
$35.5K 2,000 – –
FIA
40
FNY Investment Advisers
New York
$35K 2,000 – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$17.7K 1,000 – –
Comerica Bank
42
Comerica Bank
Texas
$17.7K 1,000 – –
DJSG
43
D.J. St. Germain
Massachusetts
$6.65K 375 – –
FFA
44
Farther Finance Advisors
California
$5.64K 318 +318 New
KTC
45
Kentucky Trust Company
Kentucky
$4.26K 240 – –
GWM
46
Geneos Wealth Management
Colorado
$3.05K 172 -172 -50%
PSFG
47
Park Square Financial Group
Georgia
$2.82K 159 – –
AAS
48
Ameritas Advisory Services
Nebraska
$1.7K 96 +96 New
AWS
49
Atria Wealth Solutions
New York
– – -233,072 Closed
IWC
50
Integrated Wealth Concepts
Massachusetts
– – -85,034 Closed
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