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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

48 hedge funds and large institutions have $58M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.65M
2
SFS
Shaker Financial Services
Virginia
+$1.27M
3
Invesco
Invesco
Georgia
+$448K
4
AF
Allworth Financial
California
+$317K
5
Bank of America
Bank of America
North Carolina
+$261K

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$3.94M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$1.44M
3
GC
Guggenheim Capital
Illinois
-$892K
4
1CP
1607 Capital Partners
Virginia
-$779K
5
UBS Group
UBS Group
Switzerland
-$250K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$338K +$18.8K +1,061 +6%
DAS
27
Diversify Advisory Services
Utah
$298K – – –
PFS
28
Prospera Financial Services
Texas
$255K – – –
WWM
29
Western Wealth Management
Colorado
$255K +$255K +14,368 New
KWA
30
Kingswood Wealth Advisors
California
$242K – – –
ACP
31
Aviance Capital Partners
Florida
$222K +$1.65K +93 +0.7%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$220K – – –
Bank of New York Mellon
33
Bank of New York Mellon
New York
$191K +$191K +10,772 New
ACA
34
Aptus Capital Advisors
Alabama
$188K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$104K -$461 -26 -0.4%
SPIA
36
Steward Partners Investment Advisory
New York
$92.7K -$4.44K -250 -5%
PS
37
Principal Securities
Iowa
$56.8K +$56.8K +3,200 New
NA
38
NewEdge Advisors
Louisiana
$46.9K – – –
NSIM
39
North Star Investment Management
Illinois
$35.5K – – –
FIA
40
FNY Investment Advisers
New York
$35K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$17.7K – – –
Comerica Bank
42
Comerica Bank
Texas
$17.7K – – –
DJSG
43
D.J. St. Germain
Massachusetts
$6.65K – – –
FFA
44
Farther Finance Advisors
California
$5.64K +$5.64K +318 New
KTC
45
Kentucky Trust Company
Kentucky
$4.26K – – –
GWM
46
Geneos Wealth Management
Colorado
$3.05K -$3.05K -172 -50%
PSFG
47
Park Square Financial Group
Georgia
$2.82K – – –
AAS
48
Ameritas Advisory Services
Nebraska
$1.7K +$1.7K +96 New
AWS
49
Atria Wealth Solutions
New York
– -$3.94M -233,072 Closed
IWC
50
Integrated Wealth Concepts
Massachusetts
– -$1.44M -85,034 Closed
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