Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
45 hedge funds and large institutions have $56.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 6 closing their positions.
0.03% more ownership
Funds ownership: 21.59% → 21.62% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less funds holding
Funds holding: 50 → 45 (-5)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
19% less capital invested
Capital invested by funds: $69M → $56.1M (-$12.9M)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.71M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$332K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$153K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$153K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.46M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$233K |
| 3 |
LPL Financial
San Diego,
California
|
-$231K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$226K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$219K |
SPXX Hedge Fund Activity: Q3 2022 in Review
45 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q3 2022, worth a combined $56.1M — down 19% from $69M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SPXX and 1 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 15 added.
The largest buyer was UBS Group, adding an estimated $1.71M. The largest seller was Bank of America, cutting an estimated $1.46M.
- 45 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q3 2022, down from 50 in Q2 2022.
- Funds reported $56.1M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q3 2022, down 19% quarter-over-quarter.
- 1 fund opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q3 2022 and 6 closed out, a net change of -5 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q3 2022 was UBS Group, an estimated $1.71M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q3 2022 was Bank of America, an estimated $1.46M sold.
Based on aggregated 13F filings for Q3 2022.