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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

49 hedge funds and large institutions have $44.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

11% more capital invested

Capital invested by funds: $39.7M → $44.1M (+$4.4M)

0.03% more ownership

Funds ownership: 19.94% → 19.97% (+0.03%)

4% less funds holding

Funds holding: 51 → 49 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
17
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.17M
2
WAM
Wolverine Asset Management
Illinois
+$1.4M
3
Invesco
Invesco
Georgia
+$820K
4
OFG
OTA Financial Group
New York
+$417K
5
LCM
Landscape Capital Management
New Jersey
+$387K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.6M
2
ICM
Ionic Capital Management
New York
-$672K
3
PAG
Private Advisor Group
New Jersey
-$559K
4
Stifel Financial
Stifel Financial
Missouri
-$449K
5
IWA
IBEX Wealth Advisors
New Jersey
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
51
IBEX Wealth Advisors
New Jersey
– -$255K -22,095 Closed
RICHC
52
Renaissance Investment Consultants Holding Company
Pennsylvania
– -$242K -20,903 Closed
XF
53
XML Financial
Maryland
– -$133K -11,480 Closed
PA
54
Parallel Advisors
California
– -$112K -9,730 Closed
SWM
55
Selective Wealth Management
Virginia
– -$28K -2,435 Closed
LWM
56
Liberty Wealth Management
California
– -$14K -1,205 Closed
ASN
57
Advisory Services Network
Georgia
– -$8K -667 Closed
NFG
58
Next Financial Group
Texas
– -$7K -600 Closed
1 2
3

SPXX Hedge Fund Activity: Q2 2020 in Review

49 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q2 2020, worth a combined $44.1M — up 11% from $39.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SPXX and 7 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 17 added.

The largest buyer was Shaker Financial Services, adding an estimated $2.17M. The largest seller was UBS Group, cutting an estimated $3.6M.

  • 49 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q2 2020, down from 51 in Q1 2020.
  • Funds reported $44.1M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q2 2020, up 11% quarter-over-quarter.
  • 7 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q2 2020 and 9 closed out, a net change of -2 holders.
  • The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q2 2020 was Shaker Financial Services, an estimated $2.17M added.
  • The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q2 2020 was UBS Group, an estimated $3.6M sold.

Based on aggregated 13F filings for Q2 2020.