Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
51 hedge funds and large institutions have $59M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
4% more funds holding
Funds holding: 49 → 51 (+2)
2.03% less ownership
Funds ownership: 21.48% → 19.45% (-2%)
14% less capital invested
Capital invested by funds: $68.5M → $59M (-$9.45M)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.51M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$407K |
| 3 |
LPL Financial
San Diego,
California
|
+$385K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$353K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.36M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.31M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$658K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$456K |
SPXX Hedge Fund Activity: Q1 2025 in Review
51 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q1 2025, worth a combined $59M — down 14% from $68.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPXX positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 15 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $1.51M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $4.36M sold.
- 51 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q1 2025, up from 49 in Q4 2024.
- Funds reported $59M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q1 2025, down 14% quarter-over-quarter.
- 6 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q1 2025 and 4 closed out, a net change of +2 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q1 2025 was Integrated Wealth Concepts, an estimated $1.51M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q1 2025 was Shaker Financial Services, an estimated $4.36M sold.
Based on aggregated 13F filings for Q1 2025.