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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

47 hedge funds and large institutions have $59.3M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
14
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.46M
2
SPIA
2
Steward Partners Investment Advisory
New York
$509K
3
DI
3
DFPG Investments
Utah
$262K
4
LI
4
LVZ Inc
Michigan
$238K
5
DADC
5
D.A. Davidson & Co
Montana
$955K

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.79M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.66M
3
ACP
3
Aviance Capital Partners
Florida
$1.55M
4
WWM
4
Western Wealth Management
Colorado
$255K
5
IWA
5
IBEX Wealth Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
26
Sheaff Brock Investment Advisors
Indiana
$299K -$16K -995 -5%
CAN
27
Cetera Advisor Networks
California
$278K -$645 -40 -0.2%
DI
28
DFPG Investments
Utah
$262K +$262K +16,469 New
HH
29
Hilltop Holdings
Texas
$256K – – –
WWM
30
Western Wealth Management
Colorado
$255K -$254K -15,732 -50%
LI
31
LVZ Inc
Michigan
$238K +$238K +14,753 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$234K +$837 +52 +0.4%
SPC
33
Sigma Planning Corp
Michigan
$169K -$613 -38 -0.4%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$118K – – –
BFEC
35
Benjamin F. Edwards & Company
Missouri
$52K – – –
TFP
36
Tilia Fiduciary Partners
North Carolina
$36.3K – – –
NSIM
37
North Star Investment Management
Illinois
$32.2K – – –
Kayne Anderson Rudnick Investment Management
38
Kayne Anderson Rudnick Investment Management
California
$27.2K – – –
HWMA
39
Heritage Wealth Management (Arizona)
Arizona
$25K +$12.5K +775 +100%
AF
40
Allworth Financial
California
$21.6K – – –
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$17K – – –
BAM
42
Belpointe Asset Management
Nevada
$11.3K +$11.3K +700 New
ASN
43
Advisory Services Network
Georgia
$10.8K +$10.8K +667 New
IA
44
IFP Advisors
Florida
$9K +$9K +500 New
NA
45
NewEdge Advisors
Louisiana
$4.89K +$4.89K +3,560 New
GWM
46
Geneos Wealth Management
Colorado
$2.77K – – –
PAG
47
Private Advisor Group
New Jersey
$415 +$23 +1,430 +6%
IWA
48
IBEX Wealth Advisors
New Jersey
– -$162K -10,802 Closed
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
– -$152K -10,152 Closed
FIA
50
FNY Investment Advisers
New York
– -$30K -2,000 Closed
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2
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