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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

48 hedge funds and large institutions have $58M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$4.45M
2
SFS
Shaker Financial Services
Virginia
$1.27M
3
Invesco
Invesco
Georgia
$5.32M
4
AF
Allworth Financial
California
$341K
5
Bank of America
Bank of America
North Carolina
$1.42M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
$0
2
IWC
Integrated Wealth Concepts
Massachusetts
$0
3
GC
Guggenheim Capital
Illinois
$3.09M
4
1CP
1607 Capital Partners
Virginia
$613K
5
UBS Group
UBS Group
Switzerland
$7.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.9M -$135K -7,608 -1%
UBS Group
2
UBS Group
Switzerland
$7.02M -$250K -14,093 -3%
Raymond James Financial
3
Raymond James Financial
Florida
$6.11M -$123K -6,924 -2%
Invesco
4
Invesco
Georgia
$5.32M +$448K +25,257 +9%
LPL Financial
5
LPL Financial
California
$4.45M +$1.65M +92,741 +59%
Morgan Stanley
6
Morgan Stanley
New York
$3.79M +$31.5K +1,774 +0.8%
GC
7
Guggenheim Capital
Illinois
$3.09M -$892K -50,288 -22%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.21M -$115K -6,494 -5%
Bank of America
9
Bank of America
North Carolina
$1.42M +$261K +14,730 +23%
SFS
10
Shaker Financial Services
Virginia
$1.27M +$1.27M +71,075 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.19M -$16.5K -930 -1%
AAM
12
Advisors Asset Management
Colorado
$1.1M -$6.81K -384 -0.6%
FFG
13
Fortem Financial Group
California
$1.04M +$68.9K +3,886 +7%
DC
14
Davenport & Co
Virginia
$949K -$66.5K -3,750 -7%
SDAM
15
Shulman DeMeo Asset Management
New York
$830K -$1.33K -75 -0.2%
TWP
16
Tyche Wealth Partners
Texas
$793K +$26.8K +1,508 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$730K -$183K -10,308 -20%
PAG
18
Private Advisor Group
New Jersey
$697K +$15.7K +885 +2%
Ameriprise
19
Ameriprise
Minnesota
$689K -$45.8K -2,583 -6%
1CP
20
1607 Capital Partners
Virginia
$613K -$779K -43,906 -56%
IA
21
IFP Advisors
Florida
$528K +$156K +8,810 +42%
GWSG
22
GPS Wealth Strategies Group
Colorado
$463K – – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$445K +$1.6K +90 +0.4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$358K -$13K -735 -4%
AF
25
Allworth Financial
California
$341K +$317K +17,863 +1,331%
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