Nuveen S&P 500 Dynamic Overwrite FundSPXX
About: Nuveen S&P 500 Dynamic Overwrite Fund is a diversified closed-end management investment company. Its investment objective is to seek attractive total returns with less volatility than the S&P 500 Index by investing in a U.S. equity portfolio that seeks to substantially replicate the price movements of the S&P 500 Index, as well as selling call options on approximately 35%-75% of the notional value of the Fund's equity portfolio in an effort to enhance the Fund's risk-adjusted returns.
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more capital invested
Capital invested by funds: $67.3M [Q3] → $68.4M (+$1.11M) [Q4]
0.84% less ownership
Funds ownership: 22.32% [Q3] → 21.49% (-0.84%) [Q4]
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
2% less funds holding
Funds holding: 50 [Q3] → 49 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for SPXX.
Financial journalist opinion





