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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

49 hedge funds and large institutions have $59.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $59M → $59.1M (+$117K)

0.89% less ownership

Funds ownership: 19.45% → 18.56% (-0.89%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

4% less funds holding

Funds holding: 51 → 49 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.56M
2
SFS
Shaker Financial Services
Virginia
+$1.19M
3
Osaic Holdings
Osaic Holdings
Arizona
+$919K
4
Invesco
Invesco
Georgia
+$424K
5
AF
Allworth Financial
California
+$300K

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$3.94M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$1.44M
3
GC
Guggenheim Capital
Illinois
-$845K
4
1CP
1607 Capital Partners
Virginia
-$738K
5
UBS Group
UBS Group
Switzerland
-$237K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
– -$1.44M -85,034 Closed
PTC
52
Private Trust Company
Ohio
– -$54.8K -3,240 Closed
SPF
53
South Plains Financial
Texas
– -$42.2K -2,500 Closed
JP Morgan Chase
54
JP Morgan Chase
New York
– -$30K -1,778 Closed
LFG
55
Larson Financial Group
Missouri
– -$23.7K -1,400 Closed
WBC
56
West Branch Capital
Massachusetts
– -$4.22K -250 Closed
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