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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

49 hedge funds and large institutions have $68.5M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$5.34M
2
IAA
2
Independent Advisor Alliance
North Carolina
$315K
3
LPL Financial
3
LPL Financial
California
$2.42M
4
UBS Group
4
UBS Group
Switzerland
$7.93M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.87M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$411K
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
1CP
3
1607 Capital Partners
Virginia
$3.7M
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
Wells Fargo
5
Wells Fargo
California
$9.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$318K -$1.74K -98 -0.5%
IAA
27
Independent Advisor Alliance
North Carolina
$315K +$315K +17,750 New
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$315K -$8.82K -497 -3%
DAS
29
Diversify Advisory Services
Utah
$283K – – –
PFS
30
Prospera Financial Services
Texas
$256K -$25.7K -1,450 -9%
ACP
31
Aviance Capital Partners
Florida
$220K +$2.89K +163 +1%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$220K – – –
ACA
33
Aptus Capital Advisors
Alabama
$188K +$188K +10,585 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$106K +$994 +56 +0.9%
SPIA
35
Steward Partners Investment Advisory
New York
$97.2K – – –
NA
36
NewEdge Advisors
Louisiana
$46.9K – – –
SPF
37
South Plains Financial
Texas
$44.4K +$44.4K +2,500 New
NSIM
38
North Star Investment Management
Illinois
$35.5K – – –
LFG
39
Larson Financial Group
Missouri
$32K – – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$31.6K +$31.5K +1,772 +29,533%
AF
41
Allworth Financial
California
$24.1K – – –
Comerica Bank
42
Comerica Bank
Texas
$17.8K -$16.5K -930 -48%
IA
43
IFP Advisors
Florida
$17.8K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$17.8K – – –
T
45
Transce3nd
Texas
$6.78K +$6.78K +382 New
DJSG
46
D.J. St. Germain
Massachusetts
$6.66K +$6.66K +375 New
KTC
47
Kentucky Trust Company
Kentucky
$4.26K +$4.26K +240 New
GWM
48
Geneos Wealth Management
Colorado
$3.05K – – –
PSFG
49
Park Square Financial Group
Georgia
$2.82K +$2.82K +159 New
WAM
50
Wolverine Asset Management
Illinois
– -$1.52M -90,482 Closed
1
2
3