Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
49 hedge funds and large institutions have $59.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 7 closing their positions.
0% more capital invested
Capital invested by funds: $59M → $59.1M (+$120K)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
0.89% less ownership
Funds ownership: 19.45% → 18.56% (-0.89%)
4% less funds holding
Funds holding: 51 → 49 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.56M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.19M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$919K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$424K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$3.94M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.44M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$845K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$738K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$237K |
SPXX Hedge Fund Activity: Q2 2025 in Review
49 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q2 2025, worth a combined $59.1M — up 0.2% from $59M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SPXX and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 14 added.
The largest buyer was LPL Financial, adding an estimated $1.56M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $3.94M sold.
- 49 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q2 2025, down from 51 in Q1 2025.
- Funds reported $59.1M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q2 2025, up 0.2% quarter-over-quarter.
- 6 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q2 2025 and 7 closed out, a net change of -1 holder.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q2 2025 was LPL Financial, an estimated $1.56M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q2 2025 was Atria Wealth Solutions, an estimated $3.94M sold.
Based on aggregated 13F filings for Q2 2025.