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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% 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
5
Increased
17
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$3.6M
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$2.46M
3
SFS
3
Shaker Financial Services
Virginia
$2.41M
4
GC
4
Guggenheim Capital
Illinois
$2.5M
5
WAM
5
Wolverine Asset Management
Illinois
$1.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.47M
2
HH
2
Hilltop Holdings
Texas
$0
3
HWM
3
Howard Wealth Management
Connecticut
$4.38M
4
Wells Fargo
4
Wells Fargo
California
$9.16M
5
Invesco
5
Invesco
Georgia
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
26
GPS Wealth Strategies Group
Colorado
$409K – – –
Truist Financial
27
Truist Financial
North Carolina
$388K +$251 +16 +0.1%
SPIA
28
Steward Partners Investment Advisory
New York
$379K +$6.27K +400 +2%
CA
29
Cornerstone Advisors
North Carolina
$294K +$294K +18,761 New
LCM
30
Landscape Capital Management
New Jersey
$287K +$287K +18,315 New
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$286K – – –
CAN
32
Cetera Advisor Networks
California
$277K -$2.42K -154 -0.9%
DI
33
DFPG Investments
Utah
$262K – – –
WWM
34
Western Wealth Management
Colorado
$260K +$12.1K +771 +5%
LI
35
LVZ Inc
Michigan
$231K – – –
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$206K +$376 +24 +0.2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$178K +$178K +11,337 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$115K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$106K -$486 -31 -0.5%
EC
40
Elequin Capital
New York
$84.5K -$20.4K -1,303 -19%
NA
41
NewEdge Advisors
Louisiana
$60.3K +$9.14K +583 +18%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$51K -$16 -1 -0%
TFP
43
Tilia Fiduciary Partners
North Carolina
$35.3K – – –
NSIM
44
North Star Investment Management
Illinois
$31.4K – – –
FIA
45
FNY Investment Advisers
New York
$31K – – –
Kayne Anderson Rudnick Investment Management
46
Kayne Anderson Rudnick Investment Management
California
$26.4K – – –
AF
47
Allworth Financial
California
$21K – – –
GWM
48
Geneos Wealth Management
Colorado
$2.7K – – –
HH
49
Hilltop Holdings
Texas
– -$242K -15,506 Closed
SPC
50
Sigma Planning Corp
Michigan
– -$164K -10,500 Closed
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2
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