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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

53 hedge funds and large institutions have $63.7M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

0% more funds holding

Funds holding: 53 → 53 (0)

3% less capital invested

Capital invested by funds: $66M → $63.7M (-$2.29M)

2.76% less ownership

Funds ownership: 25.38% → 22.62% (-2.8%)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
14
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.37M
2
1CP
1607 Capital Partners
Virginia
+$1.33M
3
WAM
Wolverine Asset Management
Illinois
+$1.12M
4
AWS
Atria Wealth Solutions
New York
+$362K
5
Fisher Asset Management
Fisher Asset Management
Washington
+$323K

Top Sellers

Rank Fund Capital Flow
1
HWM
Howard Wealth Management
Connecticut
-$4.13M
2
Morgan Stanley
Morgan Stanley
New York
-$3.62M
3
Wells Fargo
Wells Fargo
California
-$790K
4
AAM
Advisors Asset Management
Colorado
-$615K
5
DADC
D.A. Davidson & Co
Montana
-$443K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$409K -$8.57K -560 -2%
GWSG
27
GPS Wealth Strategies Group
Colorado
$409K – – –
Fisher Asset Management
28
Fisher Asset Management
Washington
$331K +$323K +21,122 New
ICM
29
Ionic Capital Management
New York
$300K -$192K -12,558 -40%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$286K +$46 +3 +0%
DAS
31
Diversify Advisory Services
Utah
$259K +$252K +16,469 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$254K +$248K +16,208 New
Truist Financial
33
Truist Financial
North Carolina
$252K -$3.21K -210 -1%
CAN
34
Cetera Advisor Networks
California
$237K -$3.12K -204 -1%
LI
35
LVZ Inc
Michigan
$231K – – –
WWM
36
Western Wealth Management
Colorado
$213K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$212K +$190K +12,400 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$199K -$2.02K -132 -1%
ACP
39
Aviance Capital Partners
Florida
$189K +$1.27K +83 +0.7%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$114K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$93.5K +$13.3K +872 +17%
SPIA
42
Steward Partners Investment Advisory
New York
$85.8K – – –
NA
43
NewEdge Advisors
Louisiana
$60.2K – – –
BFEC
44
Benjamin F. Edwards & Company
Missouri
$51K – – –
CAM
45
Close Asset Management
United Kingdom
$48K – – –
NSIM
46
North Star Investment Management
Illinois
$31.3K – – –
Comerica Bank
47
Comerica Bank
Texas
$30.2K -$1.07K -70 -4%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$24.9K +$24.2K +1,585 New
AF
49
Allworth Financial
California
$21K – – –
NS
50
NBC Securities
Alabama
$9K – – –
1
2
3

SPXX Hedge Fund Activity: Q1 2024 in Review

53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q1 2024, worth a combined $63.7M — down 3.5% from $66M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPXX positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 20 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.37M. The largest seller was Howard Wealth Management, exiting entirely with an estimated $4.13M sold.

  • 53 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $63.7M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q1 2024, down 3.5% quarter-over-quarter.
  • 7 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q1 2024 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q1 2024 was Shaker Financial Services, an estimated $1.37M added.
  • The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q1 2024 was Howard Wealth Management, an estimated $4.13M sold.

Based on aggregated 13F filings for Q1 2024.