Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
47 hedge funds and large institutions have $53.1M 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.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 47 → 47 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.76% less ownership
Funds ownership: 21.45% → 19.69% (-1.8%)
11% less capital invested
Capital invested by funds: $59.3M → $53.1M (-$6.25M)
29% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.1M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$812K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$571K |
| 4 |
EC
Elequin Capital
New York
|
+$105K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$90.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$3.74M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.89M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$695K |
| 4 |
Morgan Stanley
New York
|
-$513K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$326K |
SPXX Hedge Fund Activity: Q1 2023 in Review
47 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q1 2023, worth a combined $53.1M — down 11% from $59.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPXX positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 17 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.1M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $3.74M sold.
- 47 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $53.1M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q1 2023, down 11% quarter-over-quarter.
- 4 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q1 2023 was Wells Fargo, an estimated $1.1M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q1 2023 was Atria Wealth Solutions, an estimated $3.74M sold.
Based on aggregated 13F filings for Q1 2023.