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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

49 hedge funds and large institutions have $44.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
17
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.75M
2
WAM
2
Wolverine Asset Management
Illinois
$2.14M
3
Invesco
3
Invesco
Georgia
$3.4M
4
OFG
4
OTA Financial Group
New York
$869K
5
LCM
5
Landscape Capital Management
New Jersey
$393K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$4.44M
2
ICM
2
Ionic Capital Management
New York
$0
3
PAG
3
Private Advisor Group
New Jersey
$589K
4
Stifel Financial
4
Stifel Financial
Missouri
$810K
5
IWA
5
IBEX Wealth Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$349K -$30.4K -2,370 -8%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$216K -$3.45K -269 -2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$212K +$74.2K +5,785 +54%
KWM
29
Kingsview Wealth Management
Oregon
$206K +$206K +16,030 New
DADC
30
D.A. Davidson & Co
Montana
$188K +$27.2K +2,113 +17%
FCA
31
FinTrust Capital Advisors
South Carolina
$177K – – –
Truist Financial
32
Truist Financial
North Carolina
$161K +$512 +40 +0.3%
YCM
33
Yakira Capital Management
Connecticut
$130K – – –
Citigroup
34
Citigroup
New York
$129K -$10.2K -794 -7%
SPIA
35
Steward Partners Investment Advisory
New York
$83K – – –
EP
36
Eudaimonia Partners
Tennessee
$83K +$1.73K +134 +2%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$78K – – –
CAN
38
Cetera Advisor Networks
California
$74K +$74K +5,786 New
NSIM
39
North Star Investment Management
Illinois
$26K – – –
BFEC
40
Benjamin F. Edwards & Company
Missouri
$26K +$570 +45 +2%
AA
41
AlphaMark Advisors
Kentucky
$26K +$26K +2,000 New
PB
42
Pinnacle Bancorp
Nebraska
$23K – – –
SNT
43
Security National Trust
West Virginia
$22K – – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$14K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$13K +$13K +1,000 New
GWM
46
Geneos Wealth Management
Colorado
$11K – – –
FCFS
47
First Command Financial Services
Texas
$7K – – –
FCB
48
First Command Bank
Texas
$7K – – –
TC
49
Truvestments Capital
Florida
$1K +$1K +128 New
ICM
50
Ionic Capital Management
New York
– -$672K -58,063 Closed
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2
3