SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
1W: +0.5%
1M: +0.6%
3M: +0.9%
YTD: +4.0%
1Y: +8.4%
3Y: +52.4%
5Y: +47.1%
$18.74
+0.10 (+0.54%)
Weekly Expected Move ±1.9%
$18
$18
$19
$19
$19
Institutional Ownership — SPXX
250
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
807M
Total Invested
28
New Positions
63
Increased
112
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (256 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 12,472,863 | 234M | +245,054 | +2.0% | 60Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 2,440,231 | 46M | -186,723 | -7.1% | 73Q | SEC ↗ |
| 3 | Saba Capital Management, L.P. | 2,368,022 | 44M | +830,599 | +54.0% | 2Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,997,074 | 37M | +22,778 | +1.2% | 61Q | SEC ↗ |
| 5 | Invesco Ltd. | 1,987,730 | 37M | +40,736 | +2.1% | 66Q | SEC ↗ |
| 6 | Allspring Global Investments Holdings, | 1,951,647 | 37M | +330,000 | +20.3% | 3Q | SEC ↗ |
| 7 | UBS Group AG | 1,809,938 | 34M | -74,212 | -3.9% | 47Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 1,786,820 | 33M | -49,393 | -2.7% | 7Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 1,297,471 | 24M | -29,068 | -2.2% | 15Q | SEC ↗ |
| 10 | Advisors Asset Management, Inc. | 1,233,884 | 23M | +39,836 | +3.3% | 27Q | SEC ↗ |
| 11 | GUGGENHEIM CAPITAL LLC | 937,141 | 18M | -112,325 | -10.7% | 27Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 600,563 | 11M | +9,800 | +1.7% | 26Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 599,022 | 11M | +5,081 | +0.9% | 29Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 450,007 | 8M | -78,700 | -14.9% | 67Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 436,736 | 8M | +112,444 | +34.7% | 2Q | SEC ↗ |
| 16 | ABSOLUTE INVESTMENT ADVISERS, LLC | 421,986 | 8M | -8,447 | -2.0% | 2Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 420,868 | 8M | -10,025 | -2.3% | 16Q | SEC ↗ |
| 18 | GatePass Capital, LLC | 369,950 | 7M | +317,387 | +603.8% | 2Q | SEC ↗ |
| 19 | Twelve Points Wealth Management LLC | 345,118 | 6M | +19,617 | +6.0% | 2Q | SEC ↗ |
| 20 | Almitas Capital LLC | 326,907 | 6M | +238,355 | +269.2% | 2Q | SEC ↗ |
| 21 | Capital Investment Advisors, LLC | 296,331 | 6M | +10,796 | +3.8% | 2Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC | 283,510 | 5M | -3,804 | -1.3% | 4Q | SEC ↗ |
| 23 | Shaker Financial Services, LLC | 257,328 | 5M | -149,994 | -36.8% | 2Q | SEC ↗ |
| 24 | Hennion & Walsh Asset Management, Inc. | 254,177 | 5M | +43,598 | +20.7% | 3Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 242,536 | 5M | -2,580 | -1.1% | 31Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 229,454 | 4M | -32,773 | -12.5% | 10Q | SEC ↗ |
| 27 | Logan Stone Capital, LLC | 228,792 | 4M | +177,484 | +345.9% | 3Q | SEC ↗ |
| 28 | &PARTNERS | 205,568 | 4M | -3,112 | -1.5% | 2Q | SEC ↗ |
| 29 | WOLVERINE ASSET MANAGEMENT LLC | 202,473 | 4M | -347,115 | -63.2% | 3Q | SEC ↗ |
| 30 | MONECO ADVISORS, LLC | 198,750 | 4M | -4,615 | -2.3% | 2Q | SEC ↗ |
| 31 | Bulldog Investors, LLP | 187,572 | 4M | +62,157 | +49.6% | 2Q | SEC ↗ |
| 32 | Quarry LP | 177,171 | 3M | -24,413 | -12.1% | 2Q | SEC ↗ |
| 33 | Sage Capital Management, LLC | 166,576 | 3M | -30,925 | -15.7% | 2Q | SEC ↗ |
| 34 | Altium Capital Management LLC | 157,395 | 3M | — | +0.0% | 2Q | SEC ↗ |
| 35 | 1607 Capital Partners, LLC | 155,989 | 3M | +37,598 | +31.8% | 10Q | SEC ↗ |
| 36 | Shulman DeMeo Asset Management LLC | 151,552 | 3M | -6,168 | -3.9% | 19Q | SEC ↗ |
| 37 | MML INVESTORS SERVICES, LLC | 150,694 | 3M | +65,112 | +76.1% | 2Q | SEC ↗ |
| 38 | TWO SIGMA INVESTMENTS, LP | 141,506 | 3M | — | +0.0% | 4Q | SEC ↗ |
| 39 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. NEW | 139,466 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC | 139,122 | 3M | +3,460 | +2.6% | 15Q | SEC ↗ |
| 41 | Advisory Advocates, LLC | 134,599 | 3M | -1,891 | -1.4% | 2Q | SEC ↗ |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 134,295 | 3M | -111,977 | -45.5% | 2Q | SEC ↗ |
| 43 | FORTEM FINANCIAL GROUP, LLC | 125,998 | 2M | -4,914 | -3.8% | 11Q | SEC ↗ |
| 44 | PARK AVENUE SECURITIES LLC | 113,088 | 2M | -68,039 | -37.6% | 2Q | SEC ↗ |
| 45 | PMG Family Office LLC | 111,852 | 2M | +425 | +0.4% | 4Q | SEC ↗ |
| 46 | Cypress Capital Management LLC (WY) | 110,380 | 2M | +15,898 | +16.8% | 2Q | SEC ↗ |
| 47 | Focus Partners Wealth | 109,643 | 2M | +729 | +0.7% | 2Q | SEC ↗ |
| 48 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | 108,498 | 2M | -694 | -0.6% | 2Q | SEC ↗ |
| 49 | Kestra Advisory Services, LLC | 104,219 | 2M | -105,488 | -50.3% | 3Q | SEC ↗ |
| 50 | Prospera Financial Services Inc | 101,811 | 2M | +2,858 | +2.9% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 139,466 | 3M |
| PUFF WEALTH MANAGEMENT, LLC | 51,264 | 961K |
| IMC-Chicago, LLC | 50,253 | 942K |
| Leo Wealth, LLC | 49,854 | 934K |
| Diversify Advisory Services, LLC | 37,084 | 695K |
| Turner Financial Group, Inc. | 32,791 | 615K |
| Formidable Asset Management, LLC | 31,796 | 596K |
| B. Riley Wealth Advisors, Inc. | 30,011 | 562K |
| MGO ONE SEVEN LLC | 27,942 | 524K |
| HRT FINANCIAL LP | 24,278 | 455K |
| Virtu Financial LLC | 16,289 | 305K |
| Allied Private Wealth LLC | 13,717 | 257K |
| Wealth Preservation Advisors, LLC | 13,693 | 257K |
| Global Retirement Partners, LLC | 12,046 | 226K |
| Beacon Pointe Advisors, LLC | 11,112 | 208K |
| TRANSCEND CAPITAL ADVISORS, LLC | 11,033 | 207K |
| CWM, LLC | 8,588 | 161K |
| PRIVATE TRUST CO NA | 4,527 | 85K |
| IFG Advisory, LLC | 2,594 | 49K |
| Buck Wealth Strategies, LLC | 2,099 | 39K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 247,485 | 5M |
| Thomas J. Herzfeld Advisors, Inc. | 149,092 | 3M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 99,335 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 50,384 | 944K |
| JANE STREET GROUP, LLC | 18,779 | 352K |
| Bay Capital Advisors, LLC | 14,929 | 280K |
| Blue Trust, Inc. | 14,058 | 263K |
| Corient Private Wealth LLC | 12,493 | 234K |
| ENCOMPASS WEALTH ADVISORS, LLC | 11,929 | 224K |
| TrueMark Investments, LLC | 11,381 | 213K |
| INDEPENDENT FINANCIAL GROUP, LLC | 10,116 | 190K |
| Advisory Services Network, LLC | 3,878 | 73K |
| TD PRIVATE CLIENT WEALTH LLC | 3,151 | 59K |
| Annis Gardner Whiting Capital Advis | 2,518 | 47K |
| Kilter Group LLC | 1,634 | 31K |
| FLAGSHIP HARBOR ADVISORS, LLC | 971 | 18K |
| Sound Income Strategies, LLC | 677 | 13K |
| SageView Advisory Group, LLC | 663 | 12K |
| Key Financial Inc | 468 | 9K |
| Kentucky Trust Co | 240 | 4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Saba Capital Management, L.P. | +830,599 | +54.0% | 2,368,022 |
| Allspring Global Investments Holdin | +330,000 | +20.3% | 1,951,647 |
| GatePass Capital, LLC | +317,387 | +603.8% | 369,950 |
| MORGAN STANLEY | +245,054 | +2.0% | 12,472,863 |
| Almitas Capital LLC | +238,355 | +269.2% | 326,907 |
| Logan Stone Capital, LLC | +177,484 | +345.9% | 228,792 |
| STIFEL FINANCIAL CORP | +112,444 | +34.7% | 436,736 |
| FIFTH THIRD BANCORP | +76,911 | +7691.1% | 77,911 |
| MML INVESTORS SERVICES, LLC | +65,112 | +76.1% | 150,694 |
| Bulldog Investors, LLP | +62,157 | +49.6% | 187,572 |
| Hennion & Walsh Asset Management, I | +43,598 | +20.7% | 254,177 |
| Invesco Ltd. | +40,736 | +2.1% | 1,987,730 |
| Advisors Asset Management, Inc. | +39,836 | +3.3% | 1,233,884 |
| 1607 Capital Partners, LLC | +37,598 | +31.8% | 155,989 |
| Patten Group, Inc. | +25,849 | +64.8% | 65,767 |
| XTX Topco Ltd | +24,402 | +128.5% | 43,397 |
| LPL Financial LLC | +22,778 | +1.2% | 1,997,074 |
| Twelve Points Wealth Management LLC | +19,617 | +6.0% | 345,118 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +18,341 | +22.9% | 98,545 |
| Dynamic Advisor Solutions LLC | +16,705 | +33.6% | 66,356 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | -517,176 | -87.2% | 75,740 |
| WOLVERINE ASSET MANAGEMENT LLC | -347,115 | -63.2% | 202,473 |
| WELLS FARGO & COMPANY/MN | -186,723 | -7.1% | 2,440,231 |
| Shaker Financial Services, LLC | -149,994 | -36.8% | 257,328 |
| GUGGENHEIM CAPITAL LLC | -112,325 | -10.7% | 937,141 |
| ENVESTNET ASSET MANAGEMENT INC | -111,977 | -45.5% | 134,295 |
| Kestra Advisory Services, LLC | -105,488 | -50.3% | 104,219 |
| ROYAL BANK OF CANADA | -78,700 | -14.9% | 450,007 |
| UBS Group AG | -74,212 | -3.9% | 1,809,938 |
| PARK AVENUE SECURITIES LLC | -68,039 | -37.6% | 113,088 |
| Ionic Capital Management LLC | -54,618 | -41.7% | 76,369 |
| RAYMOND JAMES FINANCIAL INC | -49,393 | -2.7% | 1,786,820 |
| Richmond Investment Services, LLC | -42,948 | -48.2% | 46,104 |
| Pathstone Holdings, LLC | -32,977 | -69.1% | 14,725 |
| Cetera Investment Advisers | -32,773 | -12.5% | 229,454 |
| Sage Capital Management, LLC | -30,925 | -15.7% | 166,576 |
| BANK OF AMERICA CORP /DE | -29,068 | -2.2% | 1,297,471 |
| Farther Finance Advisors, LLC | -25,797 | -71.0% | 10,524 |
| Patriot Financial Group Insurance A | -25,766 | -50.3% | 25,466 |
| Quarry LP | -24,413 | -12.1% | 177,171 |