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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

44 hedge funds and large institutions have $61.5M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
15
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$6.29M
2
SDAM
2
Shulman DeMeo Asset Management
New York
$979K
3
Ameriprise
3
Ameriprise
Minnesota
$1.03M
4
UBS Group
4
UBS Group
Switzerland
$5.62M
5
AAM
5
Advisors Asset Management
Colorado
$1.07M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$274K
2
Morgan Stanley
2
Morgan Stanley
New York
$5.88M
3
Wells Fargo
3
Wells Fargo
California
$8.17M
4
RJA
4
Raymond James & Associates
Florida
$703K
5
OFG
5
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$327K – – –
WWM
27
Western Wealth Management
Colorado
$302K +$302K +16,260 New
CAN
28
Cetera Advisor Networks
California
$281K +$21.2K +1,140 +8%
GC
29
Guggenheim Capital
Illinois
$274K -$1.11M -59,568 -80%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$269K -$3.76K -202 -1%
PAG
31
Private Advisor Group
New Jersey
$244K -$4.09K -220 -2%
SPIA
32
Steward Partners Investment Advisory
New York
$240K – – –
IWA
33
IBEX Wealth Advisors
New Jersey
$201K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$148K – – –
EI
35
Ellevest Inc
New York
$47K – – –
TFP
36
Tilia Fiduciary Partners
North Carolina
$42K +$42K +2,250 New
CWS
37
Confluence Wealth Services
Pennsylvania
$42K +$42K +2,281 New
NSIM
38
North Star Investment Management
Illinois
$37K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$20K – – –
GWM
40
Geneos Wealth Management
Colorado
$20K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +805 New
HI
42
Harbour Investments
Wisconsin
$5K – – –
FCFS
43
First Command Financial Services
Texas
$5K – – –
FCB
44
First Command Bank
Texas
$4K – – –
OFG
45
OTA Financial Group
New York
– -$201K -11,775 Closed
CFA
46
Carroll Financial Associates
North Carolina
– -$33K -1,988 Closed
Citigroup
47
Citigroup
New York
– -$15K -903 Closed
AWA
48
Arkadios Wealth Advisors
Georgia
– -$5K -317 Closed
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