Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX)

• Market cap: $543M
• 1 day: 0.27%
• 5 days: -1.13%
• 1 month: -4.73%
• 3 months: 1.43%
• 6 months: 7.65%
• Year to date: 6.34%
• 1 year: 6.34%
• 5 years: -16.37%
• 10 years: -9.96%

About: Nuveen Dow 30sm Dynamic Overwrite Fund is a non-diversified closed-end management investment company. Its investment objective is to seek attractive total return with less volatility than the Dow Jones Industrial Average by investing in an equity portfolio that seeks to substantially replicate the price movements of the DJIA, as well as selling call options on 35%-75% of the notional value of the Fund's equity portfolio.

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% more funds holding

Funds holding: 85 [Q2] → 85 (+0) [Q3]

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

5% less capital invested

Capital invested by funds: $179M [Q2] → $170M (-$8.37M) [Q3]

3.52% less ownership

Funds ownership: 35.03% [Q2] → 31.51% (-3.52%) [Q3]

28% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 36