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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

51 hedge funds and large institutions have $39.7M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
10
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$1.39M
2
ICM
2
Ionic Capital Management
New York
$672K
3
WAM
3
Wolverine Asset Management
Illinois
$648K
4
GC
4
Guggenheim Capital
Illinois
$983K
5
OFG
5
OTA Financial Group
New York
$402K

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$1.04M
2
UBS Group
2
UBS Group
Switzerland
$7.3M
3
Wells Fargo
3
Wells Fargo
California
$4.73M
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
SS
5
Sunbelt Securities
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
26
IBEX Wealth Advisors
New Jersey
$255K -$144K -12,500 -36%
RICHC
27
Renaissance Investment Consultants Holding Company
Pennsylvania
$242K -$149K -12,912 -38%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$198K +$7.45K +644 +4%
FCA
29
FinTrust Capital Advisors
South Carolina
$159K – – –
Truist Financial
30
Truist Financial
North Carolina
$145K -$879 -76 -0.6%
DADC
31
D.A. Davidson & Co
Montana
$145K +$145K +12,500 New
XF
32
XML Financial
Maryland
$133K +$133K +11,480 New
Citigroup
33
Citigroup
New York
$126K +$11.6K +1,000 +10%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$124K -$147K -12,700 -54%
YCM
35
Yakira Capital Management
Connecticut
$118K +$118K +10,148 New
PA
36
Parallel Advisors
California
$112K +$112K +9,730 New
SPIA
37
Steward Partners Investment Advisory
New York
$74K – – –
EP
38
Eudaimonia Partners
Tennessee
$73K +$42.5K +3,675 +139%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$70K – – –
SWM
40
Selective Wealth Management
Virginia
$28K +$28K +2,435 New
BFEC
41
Benjamin F. Edwards & Company
Missouri
$23K – – –
NSIM
42
North Star Investment Management
Illinois
$23K – – –
PB
43
Pinnacle Bancorp
Nebraska
$21K – – –
SNT
44
Security National Trust
West Virginia
$19K – – –
LWM
45
Liberty Wealth Management
California
$14K -$10K -861 -42%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$13K +$13K +1,100 New
GWM
47
Geneos Wealth Management
Colorado
$10K – – –
ASN
48
Advisory Services Network
Georgia
$8K – – –
NFG
49
Next Financial Group
Texas
$7K – – –
FCB
50
First Command Bank
Texas
$6K – – –
1
2
3