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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

50 hedge funds and large institutions have $58.5M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.85%
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
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$3.49M
2
Bank of America
2
Bank of America
North Carolina
$2M
3
AAM
3
Advisors Asset Management
Colorado
$2.97M
4
LPL Financial
4
LPL Financial
California
$2.68M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.86M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
DADC
2
D.A. Davidson & Co
Montana
$851K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
Invesco
4
Invesco
Georgia
$4.55M
5
RJA
5
Raymond James & Associates
Florida
$531K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$319K – – –
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$311K -$798 -51 -0.3%
HH
28
Hilltop Holdings
Texas
$262K +$262K +16,762 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$254K -$36K -2,317 -12%
PAG
30
Private Advisor Group
New Jersey
$244K +$58.3K +3,720 +31%
SPC
31
Sigma Planning Corp
Michigan
$243K – – –
Stifel Financial
32
Stifel Financial
Missouri
$226K -$92K -5,867 -29%
CAN
33
Cetera Advisor Networks
California
$223K -$7.81K -498 -3%
SPIA
34
Steward Partners Investment Advisory
New York
$202K – – –
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$185K +$185K +11,810 New
IWA
36
IBEX Wealth Advisors
New Jersey
$169K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$114K – – –
BFEC
38
Benjamin F. Edwards & Company
Missouri
$51K +$51K +3,250 New
TFP
39
Tilia Fiduciary Partners
North Carolina
$35K – – –
FIA
40
FNY Investment Advisers
New York
$31K – – –
NSIM
41
North Star Investment Management
Illinois
$31K – – –
AF
42
Allworth Financial
California
$21K – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$17K – – –
GWM
44
Geneos Wealth Management
Colorado
$16K -$1.1K -70 -6%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
HWMA
46
Heritage Wealth Management (Arizona)
Arizona
$12.1K – – –
TWA
47
TCI Wealth Advisors
Arizona
$6K – – –
FCFS
48
First Command Financial Services
Texas
$2K -$2K -128 -50%
FCB
49
First Command Bank
Texas
$2K -$2K -128 -50%
SFS
50
Shaker Financial Services
Virginia
– -$4.78M -266,218 Closed
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