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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

52 hedge funds and large institutions have $63M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

18% more funds holding

Funds holding: 44 → 52 (+8)

1.04% more ownership

Funds ownership: 19.22% → 20.26% (+1%)

2% more capital invested

Capital invested by funds: $61.5M → $63M (+$1.54M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
14
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.47M
2
Wells Fargo
Wells Fargo
California
+$1.04M
3
GC
Guggenheim Capital
Illinois
+$848K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$445K
5
SFS
Shaker Financial Services
Virginia
+$416K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$672K
2
Invesco
Invesco
Georgia
-$643K
3
WAM
Wolverine Asset Management
Illinois
-$437K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$383K
5
Osaic Holdings
Osaic Holdings
Arizona
-$140K
Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
26
Sheaff Brock Investment Advisors
Indiana
$358K -$5.26K -300 -1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$336K +$74K +4,222 +29%
Osaic Holdings
28
Osaic Holdings
Arizona
$305K -$140K -7,995 -32%
SPC
29
Sigma Planning Corp
Michigan
$279K -$36.8K -2,100 -12%
CAN
30
Cetera Advisor Networks
California
$264K -$6.68K -381 -3%
SPIA
31
Steward Partners Investment Advisory
New York
$231K – – –
PAG
32
Private Advisor Group
New Jersey
$213K -$22.4K -1,280 -10%
GWSG
33
GPS Wealth Strategies Group
Colorado
$197K +$192K +10,954 New
IWA
34
IBEX Wealth Advisors
New Jersey
$194K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$190K +$183K +10,425 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$131K -$10.7K -609 -8%
EI
37
Ellevest Inc
New York
$45K – – –
TFP
38
Tilia Fiduciary Partners
North Carolina
$40K – – –
NSIM
39
North Star Investment Management
Illinois
$36K – – –
FIA
40
FNY Investment Advisers
New York
$35K +$35.1K +2,000 New
AF
41
Allworth Financial
California
$24K +$23.5K +1,342 New
GWM
42
Geneos Wealth Management
Colorado
$19K – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$19K – – –
Citigroup
44
Citigroup
New York
$15K +$14.3K +817 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
HWMA
46
Heritage Wealth Management (Arizona)
Arizona
$14K +$13.6K +775 New
JP Morgan Chase
47
JP Morgan Chase
New York
$14K +$14K +800 New
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$7.19K +$7.01K +400 New
TWA
49
TCI Wealth Advisors
Arizona
$7K +$7.12K +406 New
FCB
50
First Command Bank
Texas
$5K – – –
1
2
3

SPXX Hedge Fund Activity: Q1 2022 in Review

52 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q1 2022, worth a combined $63M — up 2.5% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPXX positions and 2 closed out — a net gain of 9 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.47M. The largest seller was Stifel Financial, cutting an estimated $672K.

  • 52 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q1 2022, up from 44 in Q4 2021.
  • Funds reported $63M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q1 2022, up 2.5% quarter-over-quarter.
  • 11 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q1 2022 and 2 closed out, a net change of +9 holders.
  • The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q1 2022 was Advisors Asset Management, an estimated $1.47M added.
  • The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q1 2022 was Stifel Financial, an estimated $672K sold.

Based on aggregated 13F filings for Q1 2022.