SPXX icon

Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

47 hedge funds and large institutions have $57.4M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
17
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
1
Howard Wealth Management
Connecticut
$5.37M
2
GC
2
Guggenheim Capital
Illinois
$757K
3
UBS Group
3
UBS Group
Switzerland
$12.1M
4
AAM
4
Advisors Asset Management
Colorado
$699K
5
RICHC
5
Renaissance Investment Consultants Holding Company
Pennsylvania
$557K

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.3M
2
OFG
2
OTA Financial Group
New York
$0
3
NA
3
NewEdge Advisors
Louisiana
$0
4
VC
4
Vicus Capital
Pennsylvania
$0
5
SBIA
5
Sheaff Brock Investment Advisors
Indiana
$454K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$12.1M 733,162 +43,057 +6%
Wells Fargo
2
Wells Fargo
California
$8.33M 505,944 +33,686 +7%
HWM
3
Howard Wealth Management
Connecticut
$5.37M 326,028 +326,028 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.3M 261,143 +11,727 +5%
PAG
5
Private Advisor Group
New Jersey
$3.6M 218,263 +12,245 +6%
Morgan Stanley
6
Morgan Stanley
New York
$3.4M 206,707 -4,339 -2%
Invesco
7
Invesco
Georgia
$3.3M 200,033 -41,999 -17%
Stifel Financial
8
Stifel Financial
Missouri
$1.71M 103,496 +11,416 +12%
ACP
9
Aviance Capital Partners
Florida
$1.51M 91,692 +9,585 +12%
LPL Financial
10
LPL Financial
California
$1.37M 83,393 +5,587 +7%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.3M 78,740 +250 +0.3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.13M 68,466 -287 -0.4%
SDAM
13
Shulman DeMeo Asset Management
New York
$1.05M 63,823 -266 -0.4%
DC
14
Davenport & Co
Virginia
$971K 58,974 +6,273 +12%
GC
15
Guggenheim Capital
Illinois
$757K 45,980 +45,980 New
AAM
16
Advisors Asset Management
Colorado
$699K 42,435 +42,435 New
Bank of America
17
Bank of America
North Carolina
$662K 40,201 -1,433 -3%
IWA
18
IBEX Wealth Advisors
New Jersey
$570K 34,595 – –
RICHC
19
Renaissance Investment Consultants Holding Company
Pennsylvania
$557K 33,815 +33,815 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$534K 32,468 +11,486 +55%
SFS
21
Shaker Financial Services
Virginia
$487K 29,560 +29,560 New
RJA
22
Raymond James & Associates
Florida
$486K 29,519 +2,098 +8%
SBIA
23
Sheaff Brock Investment Advisors
Indiana
$454K 27,591 -4,653 -14%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$386K 23,440 +755 +3%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$334K 20,279 -329 -2%
1
2 3