Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
53 hedge funds and large institutions have $66.9M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more capital invested
Capital invested by funds: $63.7M → $66.9M (+$3.13M)
0.15% more ownership
Funds ownership: 22.62% → 22.77% (+0.15%)
0% more funds holding
Funds holding: 53 → 53 (0)
48% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.47M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$318K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$244K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$231K |
| 5 |
FFG
Fortem Financial Group
Palm Desert,
California
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$824K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$416K |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$331K |
| 4 |
LPL Financial
San Diego,
California
|
-$230K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $2.81K | – | – | – |
|
52
CIBC Private Wealth Group
Atlanta,
Georgia
| $165 | -$24.7K | -1,575 | -99% |
|
53
JP Morgan Chase
New York
| $98 | – | – | – |
|
|
54
Fisher Asset Management
Camas,
Washington
| – | -$331K | -21,122 | Closed |
|
55
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$199K | -12,712 | Closed |
|
|
CAM
56
Close Asset Management
London,
United Kingdom
| – | -$48K | -3,034 | Closed |
|
|
FIA
57
FNY Investment Advisers
New York
| – | -$31 | -2,000 | Closed |
|
SPXX Hedge Fund Activity: Q2 2024 in Review
53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q2 2024, worth a combined $66.9M — up 4.9% from $63.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPXX positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 21 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $2.47M. The largest seller was Shaker Financial Services, cutting an estimated $824K.
- 53 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $66.9M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q2 2024, up 4.9% quarter-over-quarter.
- 5 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q2 2024 and 4 closed out, a net change of +1 holder.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q2 2024 was 1607 Capital Partners, an estimated $2.47M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q2 2024 was Shaker Financial Services, an estimated $824K sold.
Based on aggregated 13F filings for Q2 2024.