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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

47 hedge funds and large institutions have $52.6M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
12
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.32M
2
SFS
2
Shaker Financial Services
Virginia
$819K
3
WAM
3
Wolverine Asset Management
Illinois
$568K
4
EC
4
Elequin Capital
New York
$104K
5
Bank of America
5
Bank of America
North Carolina
$707K

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$5.33M
3
Invesco
3
Invesco
Georgia
$2.97M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.47M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.32M 598,016 +70,242 +13%
UBS Group
2
UBS Group
Switzerland
$5.33M 341,984 -120,786 -26%
HWM
3
Howard Wealth Management
Connecticut
$4.59M 294,504 -4,285 -1%
Morgan Stanley
4
Morgan Stanley
New York
$4.47M 287,060 -32,761 -10%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.18M 268,443 -20,784 -7%
Invesco
6
Invesco
Georgia
$2.97M 190,832 -44,352 -19%
AAM
7
Advisors Asset Management
Colorado
$2.82M 180,823 -2,347 -1%
LPL Financial
8
LPL Financial
California
$2.49M 159,822 -59 -0%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.99M 127,699 +1,479 +1%
ACP
10
Aviance Capital Partners
Florida
$1.54M 98,799 +2,678 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.21M 77,853 +1,251 +2%
GC
12
Guggenheim Capital
Illinois
$993K 63,717 +276 +0.4%
DC
13
Davenport & Co
Virginia
$955K 61,269 +845 +1%
DADC
14
D.A. Davidson & Co
Montana
$923K 59,253 – –
Ameriprise
15
Ameriprise
Minnesota
$855K 54,853 -3,034 -5%
SFS
16
Shaker Financial Services
Virginia
$819K 51,817 +51,817 New
SDAM
17
Shulman DeMeo Asset Management
New York
$748K 48,038 -317 -0.7%
Bank of America
18
Bank of America
North Carolina
$707K 45,370 +5,766 +15%
Osaic Holdings
19
Osaic Holdings
Arizona
$572K 36,744 -317 -0.9%
WAM
20
Wolverine Asset Management
Illinois
$568K 36,482 +36,482 New
RJA
21
Raymond James & Associates
Florida
$507K 32,535 +1,336 +4%
GWSG
22
GPS Wealth Strategies Group
Colorado
$406K 26,090 +2,910 +13%
PAG
23
Private Advisor Group
New Jersey
$406K 26,061 +305 +1%
Truist Financial
24
Truist Financial
North Carolina
$385K 24,718 -1,452 -6%
SPIA
25
Steward Partners Investment Advisory
New York
$370K 23,775 -7,786 -25%
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