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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

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.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
13
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$1.64M
2
Invesco
2
Invesco
Georgia
$3.37M
3
GC
3
Guggenheim Capital
Illinois
$3.06M
4
UBS Group
4
UBS Group
Switzerland
$5.99M
5
ICM
5
Ionic Capital Management
New York
$464K

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$0
2
SFS
2
Shaker Financial Services
Virginia
$1.61M
3
SPIA
3
Steward Partners Investment Advisory
New York
$77.4K
4
Ameriprise
4
Ameriprise
Minnesota
$594K
5
ACP
5
Aviance Capital Partners
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$2.55K – – –
HFRG
52
Houlihan Financial Resource Group
Virginia
– -$2.46M -159,464 Closed
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
– -$178K -11,337 Closed
TFP
54
Tilia Fiduciary Partners
North Carolina
– -$35.3K -2,250 Closed
1 2
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