NUVEEN S&P 500 DYNAM OVERWR (XSSPX) Institutional Ownership Changes & 13F Activity
NUVEEN S&P 500 DYNAM OVERWR (XSSPX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Saba Capital Management, L.P., Ameriprise Financial Inc, Almitas Capital Llc, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -111,977 | -45.5% | 134,295 | $2.50M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -3,517 | -4.7% | 71,435 | $1.33M | Q2 2026 | Sep 09, 2026 |
| Palogic Value Management, L.P. | Sell | -5 | -0.0% | 17,939 | $334.38K | Q2 2026 | Sep 09, 2026 |
| 1607 Capital Partners, Llc | Buy | +37,598 | +31.8% | 155,989 | $2.91M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +6,763 | +48.2% | 20,808 | $387.85K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -1,674 | -11.2% | 13,233 | $246.66K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +11,112 | — | 11,112 | $207.12K | Q2 2026 | Aug 18, 2026 |
| Almitas Capital Llc | Buy | +238,355 | +269.2% | 326,907 | $6.09M | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +1,987,730 | — | 1,987,730 | $37.05M | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | Buy | +830,599 | +54.0% | 2,368,022 | $44.14M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +420,868 | — | 420,868 | $7.84M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -186,723 | -7.1% | 2,440,231 | $45.49M | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Buy | +177,484 | +345.9% | 228,792 | $4.26M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -78,700 | -14.9% | 450,007 | $8.39M | Q2 2026 | Aug 14, 2026 |
| Bulldog Investors, Llp | Buy | +62,157 | +49.6% | 187,572 | $3.50M | Q2 2026 | Aug 14, 2026 |
| Ionic Capital Management Llc | Sell | -54,618 | -41.7% | 76,369 | $1.42M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -49,393 | -2.7% | 1,786,820 | $33.31M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +39,836 | +3.3% | 1,233,884 | $23.00M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -29,068 | -2.2% | 1,297,471 | $24.18M | Q2 2026 | Aug 14, 2026 |
| Quarry Lp | Sell | -24,413 | -12.1% | 177,171 | $3.30M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +24,402 | +128.5% | 43,397 | $808.92K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +24,278 | — | 24,278 | $452.00K | Q2 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +13,693 | — | 13,693 | $255.24K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +9,800 | +1.7% | 600,563 | $11.19M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -4,861 | -11.9% | 35,955 | $610.83K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -3,112 | -1.5% | 205,568 | $3.83M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +2,594 | — | 2,594 | $48.35K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +1,931 | — | 1,931 | $34.51K | Q2 2026 | Aug 14, 2026 |
| Css Llc/Il | Sell | -1,800 | -12.1% | 13,086 | $243.92K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +1,404 | +79.2% | 3,177 | $59.23K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about XSSPX activity
Which institutional owners are buying XSSPX?
Institutional owners buying XSSPX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XSSPX activity?
"Buy" means an investor increased their reported position in XSSPX compared to the prior reporting period. This reflects growing exposure to NUVEEN S&P 500 DYNAM OVERWR (XSSPX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XSSPX increasing?
Institutional interest in XSSPX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.