SPXX icon

Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

48 hedge funds and large institutions have $62.9M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% 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
5
Increased
17
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$3.6M
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$2.46M
3
SFS
3
Shaker Financial Services
Virginia
$2.41M
4
GC
4
Guggenheim Capital
Illinois
$2.5M
5
WAM
5
Wolverine Asset Management
Illinois
$1.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.47M
2
HH
2
Hilltop Holdings
Texas
$0
3
HWM
3
Howard Wealth Management
Connecticut
$4.38M
4
Wells Fargo
4
Wells Fargo
California
$9.16M
5
Invesco
5
Invesco
Georgia
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.16M 583,967 -14,049 -2%
UBS Group
2
UBS Group
Switzerland
$5.76M 367,314 +25,330 +7%
HWM
3
Howard Wealth Management
Connecticut
$4.38M 279,589 -14,915 -5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.18M 266,709 -1,734 -0.6%
AWS
5
Atria Wealth Solutions
New York
$3.6M 229,861 +229,861 New
Morgan Stanley
6
Morgan Stanley
New York
$3.47M 221,613 -65,447 -23%
AAM
7
Advisors Asset Management
Colorado
$2.82M 179,918 -905 -0.5%
Invesco
8
Invesco
Georgia
$2.82M 179,873 -10,959 -6%
LPL Financial
9
LPL Financial
California
$2.54M 161,673 +1,851 +1%
GC
10
Guggenheim Capital
Illinois
$2.5M 159,427 +95,710 +150%
HFRG
11
Houlihan Financial Resource Group
Virginia
$2.46M 159,464 +159,464 New
SFS
12
Shaker Financial Services
Virginia
$2.41M 151,233 +99,416 +192%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2M 127,690 -9 -0%
ACP
14
Aviance Capital Partners
Florida
$1.55M 98,749 -50 -0.1%
WAM
15
Wolverine Asset Management
Illinois
$1.41M 89,849 +53,367 +146%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.24M 79,272 +1,419 +2%
DC
17
Davenport & Co
Virginia
$985K 62,834 +1,565 +3%
DADC
18
D.A. Davidson & Co
Montana
$933K 59,520 +267 +0.5%
Ameriprise
19
Ameriprise
Minnesota
$903K 57,571 +2,718 +5%
Bank of America
20
Bank of America
North Carolina
$833K 53,153 +7,783 +17%
SDAM
21
Shulman DeMeo Asset Management
New York
$749K 47,744 -294 -0.6%
Osaic Holdings
22
Osaic Holdings
Arizona
$690K 44,009 +7,265 +20%
PAG
23
Private Advisor Group
New Jersey
$573K 36,531 +10,470 +40%
RJA
24
Raymond James & Associates
Florida
$488K 31,137 -1,398 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$438K 27,961 -2,316 -8%
1
2 3