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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

51 hedge funds and large institutions have $60M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
13
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$1.64M
2
Invesco
2
Invesco
Georgia
$3.37M
3
GC
3
Guggenheim Capital
Illinois
$3.06M
4
UBS Group
4
UBS Group
Switzerland
$5.99M
5
ICM
5
Ionic Capital Management
New York
$464K

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$0
2
SFS
2
Shaker Financial Services
Virginia
$1.61M
3
SPIA
3
Steward Partners Investment Advisory
New York
$77.4K
4
Ameriprise
4
Ameriprise
Minnesota
$594K
5
ACP
5
Aviance Capital Partners
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
26
GPS Wealth Strategies Group
Colorado
$387K – – –
RJA
27
Raymond James & Associates
Florida
$360K -$101K -6,816 -22%
LCM
28
Landscape Capital Management
New Jersey
$319K +$48K +3,238 +18%
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$270K – – –
Truist Financial
30
Truist Financial
North Carolina
$241K -$126K -8,484 -34%
DI
31
DFPG Investments
Utah
$235K – – –
CAN
32
Cetera Advisor Networks
California
$222K -$39.3K -2,655 -15%
LI
33
LVZ Inc
Michigan
$219K – – –
WWM
34
Western Wealth Management
Colorado
$201K -$45.5K -3,072 -18%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$198K +$198K +13,329 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$191K -$3.8K -256 -2%
EC
37
Elequin Capital
New York
$155K +$74.9K +5,055 +94%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$108K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$83.8K -$15.9K -1,073 -16%
SPIA
40
Steward Partners Investment Advisory
New York
$77.4K -$281K -18,950 -78%
NA
41
NewEdge Advisors
Louisiana
$57K – – –
BFEC
42
Benjamin F. Edwards & Company
Missouri
$48K – – –
IPW
43
Impact Partnership Wealth
Georgia
$36K +$36K +2,431 New
NSIM
44
North Star Investment Management
Illinois
$29.6K – – –
FIA
45
FNY Investment Advisers
New York
$29K – – –
Comerica Bank
46
Comerica Bank
Texas
$25.2K +$25.2K +1,700 New
Kayne Anderson Rudnick Investment Management
47
Kayne Anderson Rudnick Investment Management
California
$25K – – –
AF
48
Allworth Financial
California
$19.9K – – –
BWM
49
Baystate Wealth Management
Massachusetts
$12.1K +$12.1K +817 New
NS
50
NBC Securities
Alabama
$9K +$9K +611 New
1
2
3