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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

51 hedge funds and large institutions have $60M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
13
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$1.64M
2
Invesco
2
Invesco
Georgia
$3.37M
3
GC
3
Guggenheim Capital
Illinois
$3.06M
4
UBS Group
4
UBS Group
Switzerland
$5.99M
5
ICM
5
Ionic Capital Management
New York
$464K

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$0
2
SFS
2
Shaker Financial Services
Virginia
$1.61M
3
SPIA
3
Steward Partners Investment Advisory
New York
$77.4K
4
Ameriprise
4
Ameriprise
Minnesota
$594K
5
ACP
5
Aviance Capital Partners
Florida
$1.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.08M 612,759 +28,792 +5%
UBS Group
2
UBS Group
Switzerland
$5.99M 404,461 +37,147 +10%
HWM
3
Howard Wealth Management
Connecticut
$4.17M 281,214 +1,625 +0.6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.84M 259,392 -7,317 -3%
Invesco
5
Invesco
Georgia
$3.37M 227,096 +47,223 +26%
AWS
6
Atria Wealth Solutions
New York
$3.34M 225,478 -4,383 -2%
Morgan Stanley
7
Morgan Stanley
New York
$3.14M 211,941 -9,672 -4%
GC
8
Guggenheim Capital
Illinois
$3.06M 206,603 +47,176 +30%
AAM
9
Advisors Asset Management
Colorado
$2.5M 168,653 -11,265 -6%
LPL Financial
10
LPL Financial
California
$2.4M 162,137 +464 +0.3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.95M 131,502 +3,812 +3%
CA
12
Cornerstone Advisors
North Carolina
$1.64M 110,563 +91,802 +489%
SFS
13
Shaker Financial Services
Virginia
$1.61M 104,907 -46,326 -31%
WAM
14
Wolverine Asset Management
Illinois
$1.27M 86,021 -3,828 -4%
ACP
15
Aviance Capital Partners
Florida
$1.25M 84,494 -14,255 -14%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.18M 79,879 +607 +0.8%
Bank of America
17
Bank of America
North Carolina
$1.17M 78,798 +25,645 +48%
Osaic Holdings
18
Osaic Holdings
Arizona
$1M 67,625 +23,616 +54%
DC
19
Davenport & Co
Virginia
$925K 62,414 -420 -0.7%
DADC
20
D.A. Davidson & Co
Montana
$868K 58,569 -951 -2%
SDAM
21
Shulman DeMeo Asset Management
New York
$707K 47,703 -41 -0.1%
Ameriprise
22
Ameriprise
Minnesota
$594K 40,055 -17,516 -30%
PAG
23
Private Advisor Group
New Jersey
$501K 33,831 -2,700 -7%
ICM
24
Ionic Capital Management
New York
$464K 31,285 +31,285 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$412K 27,820 -141 -0.5%
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