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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

44 hedge funds and large institutions have $54.4M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
16
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.78M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.05M
3
Invesco
3
Invesco
Georgia
$4.47M
4
DADC
4
D.A. Davidson & Co
Montana
$1.24M
5
UBS Group
5
UBS Group
Switzerland
$4.61M

Top Sellers

1
SDAM
1
Shulman DeMeo Asset Management
New York
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$571K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$251K
4
RJA
4
Raymond James & Associates
Florida
$935K
5
PGWM
5
Parisi Gray Wealth Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$251K -$282K -16,460 -53%
WAM
27
Wolverine Asset Management
Illinois
$245K +$245K +14,384 New
CAN
28
Cetera Advisor Networks
California
$239K -$4.76K -278 -2%
PAG
29
Private Advisor Group
New Jersey
$228K -$3.41K -200 -1%
SPIA
30
Steward Partners Investment Advisory
New York
$220K +$20K +1,170 +10%
OFG
31
OTA Financial Group
New York
$201K +$201K +11,775 New
IWA
32
IBEX Wealth Advisors
New Jersey
$185K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$135K – – –
EI
34
Ellevest Inc
New York
$43K +$43K +2,500 New
NSIM
35
North Star Investment Management
Illinois
$34K – – –
CFA
36
Carroll Financial Associates
North Carolina
$33K – – –
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$18K – – –
GWM
38
Geneos Wealth Management
Colorado
$18K – – –
Citigroup
39
Citigroup
New York
$15K -$70.8K -4,261 -83%
HWMA
40
Heritage Wealth Management (Arizona)
Arizona
$13K – – –
AWA
41
Arkadios Wealth Advisors
Georgia
$5K -$14.6K -926 -74%
FCB
42
First Command Bank
Texas
$4K -$2K -128 -33%
FCFS
43
First Command Financial Services
Texas
$4K -$2K -128 -33%
HI
44
Harbour Investments
Wisconsin
$4K – – –
SDAM
45
Shulman DeMeo Asset Management
New York
– -$983K -54,302 Closed
PGWM
46
Parisi Gray Wealth Management
New Jersey
– -$92K -5,075 Closed
PB
47
Pinnacle Bancorp
Nebraska
– -$33K -1,800 Closed
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
– -$18K -1,000 Closed
ASN
49
Advisory Services Network
Georgia
– -$12K -667 Closed
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