Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
50 hedge funds and large institutions have $58.5M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 6 closing their positions.
1.32% more ownership
Funds ownership: 20.26% → 21.59% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 17
4% less funds holding
Funds holding: 52 → 50 (-2)
7% less capital invested
Capital invested by funds: $63M → $58.5M (-$4.52M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$3.67M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.49M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$793K |
| 4 |
LPL Financial
San Diego,
California
|
+$782K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$453K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.78M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$276K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$190K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$180K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$176K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$190K | -10,425 | Closed |
|
|
EI
52
Ellevest Inc
New York
| – | -$41.2K | -2,500 | Closed |
|
53
Citigroup
New York
| – | -$15K | -817 | Closed |
|
54
JP Morgan Chase
New York
| – | -$12.8K | -776 | -97% |
|
55
Koshinski Asset Management
Decatur,
Illinois
| – | -$7.19K | -400 | Closed |
|
|
AWMS
56
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$5K | -300 | Closed |
|
SPXX Hedge Fund Activity: Q2 2022 in Review
50 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q2 2022, worth a combined $58.5M — down 7.2% from $63M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SPXX and 4 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 16 added.
The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $3.67M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $4.78M sold.
- 50 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q2 2022, down from 52 in Q1 2022.
- Funds reported $58.5M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q2 2022, down 7.2% quarter-over-quarter.
- 4 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q2 2022 and 6 closed out, a net change of -2 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q2 2022 was Atria Wealth Solutions, an estimated $3.67M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q2 2022 was Shaker Financial Services, an estimated $4.78M sold.
Based on aggregated 13F filings for Q2 2022.