Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
46 hedge funds and large institutions have $53.7M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.
4% more capital invested
Capital invested by funds: $51.4M → $53.7M (+$2.24M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.85% less ownership
Funds ownership: 18.09% → 17.24% (-0.85%)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
10% less funds holding
Funds holding: 51 → 46 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$340K |
| 2 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$206K |
| 3 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$189K |
| 4 |
Morgan Stanley
New York
|
+$150K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$149K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.49M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$540K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$540K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$293K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$202K |
SPXX Hedge Fund Activity: Q2 2021 in Review
46 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q2 2021, worth a combined $53.7M — up 4.4% from $51.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SPXX and 3 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 15 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $340K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.49M sold.
- 46 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q2 2021, down from 51 in Q1 2021.
- Funds reported $53.7M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q2 2021, up 4.4% quarter-over-quarter.
- 3 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q2 2021 and 8 closed out, a net change of -5 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q2 2021 was Cambridge Investment Research Advisors, an estimated $340K added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q2 2021 was Shaker Financial Services, an estimated $1.49M sold.
Based on aggregated 13F filings for Q2 2021.