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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

46 hedge funds and large institutions have $53.7M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
15
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.98M
2
ACP
2
Aviance Capital Partners
Florida
$1.31M
3
IWA
3
IBEX Wealth Advisors
New Jersey
$196K
4
Morgan Stanley
4
Morgan Stanley
New York
$5.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$560K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
Invesco
2
Invesco
Georgia
$4.38M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.75M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$937K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$333K +$14.2K +783 +4%
CAN
27
Cetera Advisor Networks
California
$258K +$9.57K +528 +4%
PAG
28
Private Advisor Group
New Jersey
$245K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$212K +$29.6K +1,636 +16%
WWM
30
Western Wealth Management
Colorado
$203K +$343 +19 +0.2%
IWA
31
IBEX Wealth Advisors
New Jersey
$196K +$196K +10,802 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$143K – – –
Citigroup
33
Citigroup
New York
$94K -$129K -7,096 -58%
PGWM
34
Parisi Gray Wealth Management
New Jersey
$92K +$92K +5,075 New
CFA
35
Carroll Financial Associates
North Carolina
$36K – – –
NSIM
36
North Star Investment Management
Illinois
$36K – – –
PB
37
Pinnacle Bancorp
Nebraska
$33K – – –
AWA
38
Arkadios Wealth Advisors
Georgia
$22K +$19.1K +1,081 +667%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$19K – – –
GWM
40
Geneos Wealth Management
Colorado
$19K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$18K – – –
HWMA
42
Heritage Wealth Management (Arizona)
Arizona
$14K – – –
ASN
43
Advisory Services Network
Georgia
$12K +$12K +667 New
FCFS
44
First Command Financial Services
Texas
$7K -$2.32K -127 -25%
FCB
45
First Command Bank
Texas
$7K -$2.32K -127 -25%
HI
46
Harbour Investments
Wisconsin
$5K – – –
SFS
47
Shaker Financial Services
Virginia
– -$1.49M -89,874 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
– -$540K -31,853 Closed
AA
49
AQR Arbitrage
Connecticut
– -$173K -10,486 Closed
EP
50
Eudaimonia Partners
Tennessee
– -$96K -5,790 Closed
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