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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

53 hedge funds and large institutions have $66M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
20
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.6M
2
CA
2
Cornerstone Advisors
North Carolina
$3.28M
3
SFS
3
Shaker Financial Services
Virginia
$2.81M
4
LCM
4
Landscape Capital Management
New Jersey
$929K
5
GC
5
Guggenheim Capital
Illinois
$3.62M

Top Sellers

1
ACP
1
Aviance Capital Partners
Florida
$181K
2
AAM
2
Advisors Asset Management
Colorado
$1.61M
3
WAM
3
Wolverine Asset Management
Illinois
$787K
4
DADC
4
D.A. Davidson & Co
Montana
$443K
5
LPL Financial
5
LPL Financial
California
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
26
Fortem Financial Group
California
$428K +$428K +28,447 New
RJA
27
Raymond James & Associates
Florida
$401K +$35.5K +2,360 +10%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$395K -$23.6K -1,566 -6%
GWSG
29
GPS Wealth Strategies Group
Colorado
$392K – – –
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$274K – – –
Truist Financial
31
Truist Financial
North Carolina
$245K +$481 +32 +0.2%
DI
32
DFPG Investments
Utah
$243K – – –
EC
33
Elequin Capital
New York
$234K +$76.8K +5,109 +49%
CAN
34
Cetera Advisor Networks
California
$230K +$4.81K +320 +2%
LI
35
LVZ Inc
Michigan
$222K – – –
WWM
36
Western Wealth Management
Colorado
$204K +$902 +60 +0.4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$193K -$511 -34 -0.3%
ACP
38
Aviance Capital Partners
Florida
$181K -$1.09M -72,487 -86%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$110K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$82.3K +$3.76K +250 +5%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$76.6K -$8.45K -562 -10%
NA
42
NewEdge Advisors
Louisiana
$57.8K – – –
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$52.2K -$148K -9,861 -74%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$49K – – –
CAM
45
Close Asset Management
United Kingdom
$46K +$46K +3,034 New
NSIM
46
North Star Investment Management
Illinois
$30.1K – – –
Comerica Bank
47
Comerica Bank
Texas
$30.1K +$4.51K +300 +18%
Kayne Anderson Rudnick Investment Management
48
Kayne Anderson Rudnick Investment Management
California
$25.4K – – –
AF
49
Allworth Financial
California
$20.2K – – –
BWM
50
Baystate Wealth Management
Massachusetts
$12.8K +$482 +32 +4%
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2
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