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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

56 hedge funds and large institutions have $45.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
19
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.86M
2
SPC
2
Sigma Planning Corp
Michigan
$247K
3
AA
3
AQR Arbitrage
Connecticut
$244K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$452K
5
Wells Fargo
5
Wells Fargo
California
$5.8M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.13M
2
OFG
2
OTA Financial Group
New York
$283K
3
UBS Group
3
UBS Group
Switzerland
$4.09M
4
PAG
4
Private Advisor Group
New Jersey
$403K
5
KWM
5
Kingsview Wealth Management
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.8M 435,771 +13,795 +3%
HWM
2
Howard Wealth Management
Connecticut
$4.28M 321,450 -2,955 -0.9%
UBS Group
3
UBS Group
Switzerland
$4.09M 307,285 -38,252 -11%
Morgan Stanley
4
Morgan Stanley
New York
$3.86M 289,715 +75,923 +36%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.77M 282,798 +4,064 +1%
Invesco
6
Invesco
Georgia
$3.57M 268,156 +3,384 +1%
WAM
7
Wolverine Asset Management
Illinois
$2.36M 177,294 +10,318 +6%
SFS
8
Shaker Financial Services
Virginia
$2.13M 159,792 -132,049 -45%
LPL Financial
9
LPL Financial
California
$1.15M 86,643 -15,251 -15%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.15M 86,082 -3,819 -4%
GC
11
Guggenheim Capital
Illinois
$1.1M 82,274 -2,634 -3%
ACP
12
Aviance Capital Partners
Florida
$1.08M 80,946 -2,942 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$900K 67,568 +5,339 +9%
Stifel Financial
14
Stifel Financial
Missouri
$891K 66,922 +3,869 +6%
SDAM
15
Shulman DeMeo Asset Management
New York
$819K 61,455 +41 +0.1%
DC
16
Davenport & Co
Virginia
$768K 57,662 +811 +1%
AAM
17
Advisors Asset Management
Colorado
$571K 42,860 -2,538 -6%
RJA
18
Raymond James & Associates
Florida
$518K 38,880 +2,531 +7%
Osaic Holdings
19
Osaic Holdings
Arizona
$515K 38,632 +6,488 +20%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$452K 33,919 +17,394 +105%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$442K 33,108 +5,729 +21%
SBIA
22
Sheaff Brock Investment Advisors
Indiana
$413K 31,016 -275 -0.9%
PAG
23
Private Advisor Group
New Jersey
$403K 30,274 -15,612 -34%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$403K 30,276 +13,436 +80%
Bank of America
25
Bank of America
North Carolina
$379K 28,510 +601 +2%
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