Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
51 hedge funds and large institutions have $60M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
6% more funds holding
Funds holding: 48 → 51 (+3)
0.19% more ownership
Funds ownership: 23.2% → 23.39% (+0.19%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $62.9M → $60M (-$2.92M)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.41M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$726K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$725K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$571K |
| 5 |
ICM
Ionic Capital Management
New York
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$2.46M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$712K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$291K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$269K |
| 5 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$219K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $2.55K | – | – | – |
|
|
HFRG
52
Houlihan Financial Resource Group
Ashburn,
Virginia
| – | -$2.46M | -159,464 | Closed |
|
53
Envestnet Asset Management
Chicago,
Illinois
| – | -$178K | -11,337 | Closed |
|
|
TFP
54
Tilia Fiduciary Partners
Wilmington,
North Carolina
| – | -$35.3K | -2,250 | Closed |
|
SPXX Hedge Fund Activity: Q3 2023 in Review
51 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q3 2023, worth a combined $60M — down 4.6% from $62.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPXX positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 20 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $1.41M. The largest seller was Houlihan Financial Resource Group, exiting entirely with an estimated $2.46M sold.
- 51 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q3 2023, up from 48 in Q2 2023.
- Funds reported $60M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q3 2023, down 4.6% quarter-over-quarter.
- 6 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q3 2023 and 3 closed out, a net change of +3 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $1.41M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $2.46M sold.
Based on aggregated 13F filings for Q3 2023.