SPXX icon

Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

53 hedge funds and large institutions have $63.7M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
14
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$4.41M
2
1CP
2
1607 Capital Partners
Virginia
$1.36M
3
WAM
3
Wolverine Asset Management
Illinois
$1.97M
4
AWS
4
Atria Wealth Solutions
New York
$3.83M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$331K

Top Sellers

1
HWM
1
Howard Wealth Management
Connecticut
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.17M
3
Wells Fargo
3
Wells Fargo
California
$8.66M
4
AAM
4
Advisors Asset Management
Colorado
$1.05M
5
Bank of America
5
Bank of America
North Carolina
$901K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$2.7K – – –
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$94 -$54.2K -3,462 -100%
FIA
53
FNY Investment Advisers
New York
$31 +$31 +2,000 New
HWM
54
Howard Wealth Management
Connecticut
– -$4.13M -274,354 Closed
DADC
55
D.A. Davidson & Co
Montana
– -$443K -29,463 Closed
EC
56
Elequin Capital
New York
– -$234K -15,551 Closed
Kayne Anderson Rudnick Investment Management
57
Kayne Anderson Rudnick Investment Management
California
– -$25.4K -1,686 Closed
ASN
58
Advisory Services Network
Georgia
– -$602 -40 Closed
1 2
3