Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
47 hedge funds and large institutions have $59.3M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
6% more capital invested
Capital invested by funds: $56.1M → $59.3M (+$3.21M)
4% more funds holding
Funds holding: 45 → 47 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.17% less ownership
Funds ownership: 21.62% → 21.45% (-0.17%)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$511K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$311K |
| 3 |
DI
DFPG Investments
Sandy,
Utah
|
+$274K |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
+$245K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$81.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$696K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$308K |
| 3 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$282K |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$262K |
| 5 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$162K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$12K | -805 | Closed |
|
SPXX Hedge Fund Activity: Q4 2022 in Review
47 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q4 2022, worth a combined $59.3M — up 5.7% from $56.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPXX positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 17 trimmed.
The largest buyer was UBS Group, adding an estimated $511K. The largest seller was Invesco, cutting an estimated $696K.
- 47 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q4 2022, up from 45 in Q3 2022.
- Funds reported $59.3M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q4 2022, up 5.7% quarter-over-quarter.
- 6 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q4 2022 and 4 closed out, a net change of +2 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q4 2022 was UBS Group, an estimated $511K added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q4 2022 was Invesco, an estimated $696K sold.
Based on aggregated 13F filings for Q4 2022.