Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
48 hedge funds and large institutions have $62.9M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $52.6M → $62.9M (+$10.3M)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
3.5% more ownership
Funds ownership: 19.69% → 23.2% (+3.5%)
2% more funds holding
Funds holding: 47 → 48 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$3.55M |
| 2 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$2.46M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.54M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.48M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$824K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.01M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$242K |
| 3 |
HWM
Howard Wealth Management
Madison,
Connecticut
|
-$230K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$217K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$169K |
SPXX Hedge Fund Activity: Q2 2023 in Review
48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q2 2023, worth a combined $62.9M — up 20% from $52.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPXX positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 15 trimmed.
The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $3.55M. The largest seller was Morgan Stanley, cutting an estimated $1.01M.
- 48 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q2 2023, up from 47 in Q1 2023.
- Funds reported $62.9M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q2 2023, up 20% quarter-over-quarter.
- 5 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q2 2023 and 4 closed out, a net change of +1 holder.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q2 2023 was Atria Wealth Solutions, an estimated $3.55M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q2 2023 was Morgan Stanley, an estimated $1.01M sold.
Based on aggregated 13F filings for Q2 2023.