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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

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.

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
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

1
SFS
1
Shaker Financial Services
Virginia
$4.41M
2
1CP
2
1607 Capital Partners
Virginia
$1.36M
3
WAM
3
Wolverine Asset Management
Illinois
$1.97M
4
AWS
4
Atria Wealth Solutions
New York
$3.83M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$331K

Top Sellers

1
HWM
1
Howard Wealth Management
Connecticut
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.17M
3
Wells Fargo
3
Wells Fargo
California
$8.66M
4
AAM
4
Advisors Asset Management
Colorado
$1.05M
5
Bank of America
5
Bank of America
North Carolina
$901K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$409K -$8.78K -560 -2%
GWSG
27
GPS Wealth Strategies Group
Colorado
$409K – – –
Fisher Asset Management
28
Fisher Asset Management
Washington
$331K +$331K +21,122 New
ICM
29
Ionic Capital Management
New York
$300K -$197K -12,558 -40%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$286K +$47 +3 +0%
DAS
31
Diversify Advisory Services
Utah
$259K +$259K +16,469 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$254K +$254K +16,208 New
Truist Financial
33
Truist Financial
North Carolina
$252K -$3.29K -210 -1%
CAN
34
Cetera Advisor Networks
California
$237K -$3.2K -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 +$212K +12,400 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$199K -$2.07K -132 -1%
ACP
39
Aviance Capital Partners
Florida
$189K +$1.3K +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 +$13.7K +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 -$1.1K -70 -4%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$24.9K +$24.9K +1,585 New
AF
49
Allworth Financial
California
$21K – – –
NS
50
NBC Securities
Alabama
$9K – – –
1
2
3