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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

47 hedge funds and large institutions have $59.3M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
14
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.46M
2
SPIA
2
Steward Partners Investment Advisory
New York
$509K
3
DI
3
DFPG Investments
Utah
$262K
4
LI
4
LVZ Inc
Michigan
$238K
5
DADC
5
D.A. Davidson & Co
Montana
$955K

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.79M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.66M
3
ACP
3
Aviance Capital Partners
Florida
$1.55M
4
WWM
4
Western Wealth Management
Colorado
$255K
5
IWA
5
IBEX Wealth Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.51M 527,774 -5,177 -1%
UBS Group
2
UBS Group
Switzerland
$7.46M 462,770 +30,686 +7%
Morgan Stanley
3
Morgan Stanley
New York
$5.16M 319,821 -2,802 -0.9%
HWM
4
Howard Wealth Management
Connecticut
$4.82M 298,789 -1,434 -0.5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.66M 289,227 -18,505 -6%
Invesco
6
Invesco
Georgia
$3.79M 235,184 -41,817 -15%
AWS
7
Atria Wealth Solutions
New York
$3.74M 231,755 +300 +0.1%
AAM
8
Advisors Asset Management
Colorado
$2.95M 183,170 -3,942 -2%
LPL Financial
9
LPL Financial
California
$2.58M 159,881 +3,495 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.04M 126,220 +320 +0.3%
ACP
11
Aviance Capital Partners
Florida
$1.55M 96,121 -16,947 -15%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.24M 76,602 -505 -0.7%
GC
13
Guggenheim Capital
Illinois
$1.02M 63,441 -700 -1%
DC
14
Davenport & Co
Virginia
$974K 60,424 -165 -0.3%
DADC
15
D.A. Davidson & Co
Montana
$955K 59,253 +4,878 +9%
Ameriprise
16
Ameriprise
Minnesota
$933K 57,887 +269 +0.5%
SDAM
17
Shulman DeMeo Asset Management
New York
$779K 48,355 -431 -0.9%
Bank of America
18
Bank of America
North Carolina
$638K 39,604 +2,634 +7%
Osaic Holdings
19
Osaic Holdings
Arizona
$597K 37,061 +2,555 +7%
SPIA
20
Steward Partners Investment Advisory
New York
$509K 31,561 +18,684 +145%
RJA
21
Raymond James & Associates
Florida
$503K 31,199 +921 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$488K 30,277 -107 -0.4%
Truist Financial
23
Truist Financial
North Carolina
$422K 26,170 -137 -0.5%
GWSG
24
GPS Wealth Strategies Group
Colorado
$374K 23,180 – –
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$314K 19,492 +16 +0.1%
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