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Nuveen S&P 500 Dynamic Overwrite Fund hedge fund holdings

SPXXNYSE
$18.67-0.07 (-0.37%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SPXX · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+7.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251211$6.54M$8.18M46Aug 14, 2025
Q3 2025137$5.07M$2.82M51Nov 14, 2025
Q4 20252213$5.85M$3.38M53Feb 14, 2026
Q1 20262014$595M$263K220May 15, 2026
Q2 20265750$66.1M$53.4M216Aug 14, 2026

Quarterly action breakdown

Q2 2026
216 filers
New position
19
$6.95M+373K sh
Increased
38
$59.1M+3.17M sh
Reduced
34
-$41.4M-2.22M sh
Out / sold
16
-$11.9M-639K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
GatePass Capital, LLCAdded 603.82%+$5.92M$6.9M2.62%Jul 30, 2026
Independent Advisor AllianceSell 100%-$3.98M$00.00%Aug 12, 2026
Logan Stone Capital, LLCAdded 345.92%+$3.31M$4.26M0.90%Aug 14, 2026
Shaker Financial Services, LLCReduce 36.82%-$2.9M$4.97M1.56%Jul 15, 2026
Thomas J. Herzfeld Advisors, Inc.Sell 100%-$2.4M$00.00%Aug 10, 2026
Guggenheim Capital LLCReduce 10.70%-$2.09M$17.5M0.11%Aug 12, 2026
Park Avenue Securities LLCReduce 37.56%-$1.27M$2.11M0.01%Jul 20, 2026
MML Investors Services, LLCAdded 76.08%+$1.21M$2.81M0.01%Aug 7, 2026
Bulldog Investors, LLPAdded 49.56%+$1.16M$3.5M0.77%Aug 14, 2026
Puff Wealth Management, LLCNew Buy+$956K$956K0.97%Jul 8, 2026
IMC-Chicago, LLCNew Buy+$937K$937K0.00%Aug 6, 2026
Hennion & Walsh Asset Management, Inc.Added 20.70%+$813K$4.74M0.14%Jul 8, 2026
Richmond Investment Services, LLCReduce 48.23%-$801K$859K0.27%Jul 27, 2026
1607 Capital Partners, LLCAdded 31.76%+$701K$2.91M0.25%Aug 14, 2026
Diversify Advisory Services, LLCNew Buy+$687K$687K0.01%Aug 10, 2026
Sage Capital Management, LLCReduce 15.66%-$576K$3.11M1.21%Jul 20, 2026
Mgo One Seven LLCNew Buy+$521K$521K0.01%Jul 31, 2026
Formidable Asset Management, LLCNew Buy+$511K$511K0.08%Jul 17, 2026
Patten Group, Inc.Added 64.76%+$482K$1.23M0.19%Aug 6, 2026
Patriot Financial Group Insurance Agency, LLCReduce 50.29%-$480K$475K0.05%Jul 16, 2026
Quarry LPReduce 12.11%-$455K$3.3M0.27%Aug 14, 2026
Twelve Points Wealth Management LLCAdded 6.03%+$366K$6.43M1.29%Aug 7, 2026
Cypress Capital Management LLC (WY)Added 16.83%+$302K$2.09M1.75%Aug 6, 2026
Integrated Capital Management, Inc.Reduce 46.27%-$297K$345K0.24%Jul 7, 2026
Quantedge Capital Pte LtdReduce 47.42%-$270K$300K0.23%Aug 6, 2026
Bay Capital Advisors, LLCSell 100%-$240K$00.00%Jul 21, 2026
Baird Financial Group, Inc.Added 27.33%+$223K$1.04M0.00%Aug 12, 2026
Transcend Capital Advisors, LLCNew Buy+$206K$206K0.01%Aug 4, 2026
Calamos Advisors LLCAdded 41.73%+$202K$686K0.00%Jul 31, 2026
Capital Investment Advisors, LLCAdded 3.78%+$201K$5.52M0.07%Aug 6, 2026
Encompass Wealth Advisors, LLCSell 100%-$192K$00.00%Jul 21, 2026
Islay Capital Management, LLCAdded 14.07%+$175K$1.42M0.65%Aug 13, 2026
Independent Financial Group, LLCSell 100%-$163K$00.00%Jul 15, 2026
Absolute Investment Advisers, LLCReduce 1.96%-$157K$7.87M0.76%Jul 21, 2026
Kovack Advisors, Inc.Added 46.84%+$143K$449K0.02%Jul 29, 2026
Geneos Wealth Management Inc.Added 3690.12%+$118K$122K0.00%Aug 6, 2026
Shulman DeMeo Asset Management LLCReduce 3.91%-$115K$2.82M0.53%Jul 8, 2026
Choreo, LLCReduce 13.81%-$106K$663K0.01%Aug 4, 2026
Forteris Wealth Management Inc.Added 5.88%+$93.5K$1.68M1.38%Jul 21, 2026
DAVENPORT & Co LLCReduce 7.45%-$92K$1.14M0.01%Jul 13, 2026
Fortem Financial Group, LLCReduce 3.75%-$91.6K$2.35M0.48%Jul 20, 2026
Moneco Advisors, LLCReduce 2.27%-$86K$3.7M0.23%Aug 11, 2026
World Equity Group, Inc.Added 13.90%+$85.1K$698K0.16%Jul 9, 2026
World Investment AdvisorsReduce 11.91%-$82.6K$611K0.01%Aug 14, 2026
&PartnersReduce 1.49%-$58K$3.83M0.02%Aug 14, 2026
Hilltop Holdings Inc.Reduce 9.21%-$54.7K$539K0.04%Aug 13, 2026
Prospera Financial Services IncAdded 2.89%+$53.3K$1.9M0.03%Jul 15, 2026
Uhlmann Price Securities, LLCAdded 19.27%+$51K$316K0.01%Jul 24, 2026
TD Private Client Wealth LLCSell 100%-$50.6K$00.00%Aug 4, 2026
PKS Advisory Services, LLCReduce 16.92%-$49.3K$242K0.04%Aug 4, 2026
Closed-End Fund Advisors, Inc.Reduce 8.08%-$48.5K$552K0.54%Jul 27, 2026
IFG Advisory, LLCNew Buy+$48.4K$48.4K0.00%Aug 14, 2026
Annis Gardner Whiting Capital Advisors, LLCSell 100%-$40.5K$00.00%Aug 10, 2026
Buck Wealth Strategies, LLCNew Buy+$39.1K$39.1K0.00%Jul 30, 2026
LifeSteps Financial, Inc.New Buy+$37.8K$37.8K0.02%Jul 17, 2026
D.A. Davidson & Co.Reduce 2.09%-$35.7K$1.67M0.01%Jul 24, 2026
Advisory Advocates, LLCReduce 1.39%-$35.2K$2.51M2.15%Aug 10, 2026
CSS LLCReduce 12.09%-$33.6K$244K0.01%Aug 14, 2026
Kingsview Wealth Management, LLCReduce 11.23%-$31.2K$247K0.00%Aug 19, 2026
Wedbush Securities IncReduce 4.55%-$31K$650K0.02%Jul 28, 2026
Aviance Capital Partners, LLCReduce 10.19%-$29.5K$260K0.03%Jul 31, 2026
TPG Advisors LLCReduce 1.59%-$29.2K$1.81M1.00%Jul 29, 2026
Great Valley Advisor Group, Inc.Reduce 10.84%-$28K$230K0.00%Aug 10, 2026
Axiom Investment Management LLCAdded 12.29%+$23.1K$211K0.14%Jul 31, 2026
Kingswood Wealth Advisors, LLCAdded 7.36%+$22.4K$326K0.01%Jul 27, 2026
Founders Financial Alliance, LLCAdded 10.96%+$21.6K$219K0.03%Aug 4, 2026
Commerce BankAdded 7.52%+$18.6K$266K0.00%Aug 12, 2026
CoreFirst Bank & TrustNew Buy+$14.5K$14.5K0.01%Aug 5, 2026
Concurrent Investment Advisors, LLCReduce 3.73%-$13.4K$345K0.00%Jul 27, 2026
Moors & Cabot, Inc.Added 0.96%+$13.3K$1.4M0.05%Aug 10, 2026
Lighthouse Financial Services IncReduce 0.64%-$12.9K$2.02M0.43%Jul 16, 2026
Armor Investment Advisors, LLCReduce 4.24%-$12.9K$292K0.09%Aug 4, 2026
Spire Wealth ManagementAdded 1.75%+$11.8K$684K0.02%Jul 15, 2026
Sound Income Strategies, LLCSell 100%-$11K$00.00%Jul 20, 2026
Nations Financial Group Inc, /Ia/Reduce 1.18%-$9.81K$822K0.04%Jul 23, 2026
MB, Levis & Associates, LLCNew Buy+$9.38K$9.38K0.00%Jul 22, 2026
Jackson, Grant Investment Advisers, Inc.Added 1.87%+$9.38K$510K0.16%Jul 31, 2026
Commons Capital, LLCReduce 1.55%-$8.52K$542K0.38%Jul 30, 2026
PMG Family Office LLCAdded 0.38%+$8.1K$2.13M1.97%Jul 16, 2026
Key Financial IncSell 100%-$7.52K$00.00%Jul 24, 2026
Sagespring Wealth Partners, LLCReduce 1.62%-$6.1K$370K0.01%Aug 3, 2026
Alteri Wealth LLCAdded 0.74%+$5.91K$806K0.22%Jul 29, 2026
Continuum Advisory, LLCNew Buy+$5.46K$5.46K0.00%Aug 6, 2026
Lanark Financial, Inc.Reduce 0.80%-$5.46K$680K0.05%Jul 21, 2026
Schnieders Capital Management, LLC.Reduce 0.80%-$4.21K$524K0.07%Jul 24, 2026
Decision Investments, IncReduce 0.61%-$3.73K$607K0.55%Jul 13, 2026
Ameliora Wealth Management Ltd.New Buy+$3.11K$3.11K0.00%Jul 24, 2026
Tyche Wealth Partners LLCAdded 0.19%+$2.27K$1.21M0.17%Aug 6, 2026
Abound Wealth ManagementSell 100%-$2.03K$00.00%Jul 10, 2026
JFS Wealth Advisors, LLCNew Buy+$1.91K$1.91K0.00%Jul 10, 2026
Assetmark, IncReduce 11.55%-$1.81K$13.9K0.00%Jul 30, 2026
High Point Wealth Management, LLCAdded 0.15%+$1.66K$1.12M0.92%Jul 20, 2026
Summit Financial, LLCReduce 0.14%-$976$674K0.01%Aug 12, 2026
Kestra Private Wealth Services, LLCReduce 0.31%-$839$268K0.00%Jul 28, 2026
Western Wealth Management, LLCAdded 0.09%+$708$756K0.02%Aug 14, 2026
Imprint Wealth LLCReduce 3.79%-$373$9.47K0.04%Aug 14, 2026
Pinnacle Wealth Planning Services, Inc.Reduce 0.26%-$242$93.2K0.01%Aug 7, 2026
Smallwood Wealth Investment Management, LLCAdded 0.26%+$224$86K0.04%Jul 23, 2026
Institute for Wealth Management, LLC.Reduce 0.04%-$205$480K0.04%Jul 28, 2026
Pinnacle Associates LtdReduce 0.04%-$112$259K0.00%Aug 3, 2026

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