SPXX Hedge Fund Ownership (Q2 2026)

Nuveen S&P 500 Dynamic Overw (SPXX)

231 + Investors. Track Smart Money conviction in SPXX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SPXX

Based on 231 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added SPXX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

231 hedge funds hold SPXX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +391% more funds vs a year ago

fund count last 6Q

+184 new funds entered over the past year (+391% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟠

More sellers than buyers — 45% buying

93 buying114 selling

Last quarter: 114 funds reduced or exited vs 93 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-141 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 7 → 16 → 172 → 31. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 71% entered in last year

■ 22% conviction (2yr+) ■ 8% medium ■ 71% new

Only 50 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +18% but shares only +2% — price-driven

Value

+18%

+1%

Last quarter: the total dollar value of institutional holdings rose +18%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

6 → 7 → 16 → 172 → 31 new funds/Q

New funds entering each quarter: 7 → 16 → 172 → 31. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 69% of holders entered in last year

■ 26% veterans ■ 5% 1-2yr ■ 69% new

Of 231 current holders: 159 (69%) entered in the past year, only 61 (26%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds

20 of 231 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SPXX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

7.0

out of 10

High Exit Risk

Exit risk score 7.0/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Selling pressure exceeds buying: only 45% of active funds buying. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	231	224	3.12%
13F Shares	44M	43M	1.74%
Total Value	$793M	$671M	18.19%
New Positions	31	172	-141
Increased Positions	62	49	+13
Closed Positions	24	7	+17
Reduced Positions	90	0	+90
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

231

224

3.12%

13F Shares

44M

43M

1.74%

Total Value

$793M

$671M

18.19%

New Positions

172

-141

Increased Positions

+13

Closed Positions

+17

Reduced Positions

+90

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

231 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPXX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SPXX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Altium Capital Management LLC	6.18%	157,395	$2.9M
2	GatePass Capital, LLC	2.62%	369,950	$6.9M
3	Advisory Advocates, LLC	2.15%	134,599	$2.5M
4	PMG Family Office LLC	1.96%	111,852	$2.1M
5	Cypress Capital Management LLC (WY)	1.75%	110,380	$2.1M
6	Shaker Financial Services, LLC	1.56%	257,328	$5.0M
7	Almitas Capital LLC	1.46%	326,907	$6.1M
8	Forteris Wealth Management INC.	1.38%	90,315	$1.7M
9	Twelve Points Wealth Management LLC	1.29%	345,118	$6.4M
10	Sage Capital Management, LLC	1.21%	166,576	$3.1M
11	Saba Capital Management, L.P.	1.13%	2,368,022	$44.1M
12	TPG Advisors LLC	1.00%	97,348	$1.8M
13	Puff Wealth Management, LLC	0.97%	51,264	$956K
14	High Point Wealth Management, LLC	0.92%	60,120	$1.1M
15	Logan Stone Capital, LLC	0.90%	228,792	$4.3M
16	Bulldog Investors, LLP	0.77%	187,572	$3.5M
17	Absolute Investment Advisers, LLC	0.76%	421,986	$7.9M
18	Blake Schutter Theil Wealth Advisors, LLC	0.72%	57,377	$1.1M
19	Islay Capital Management, LLC	0.65%	75,984	$1.4M
20	Turner Financial Group, Inc.	0.61%	32,791	$611K
21	Decision Investments, Inc	0.55%	32,547	$607K
22	Closed-End Fund Advisors, Inc.	0.54%	29,629	$552K
23	Shulman DeMeo Asset Management LLC	0.53%	151,552	$2.8M
24	Fortem Financial Group, LLC	0.48%	125,998	$2.3M
25	Lighthouse Financial Services Inc /Adv	0.43%	108,498	$2.0M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Nuveen S&P 500 Dynamic Overw (SPXX)

What does the Smart Money Trend signal show for SPXX?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SPXX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SPXX?

More sellers than buyers — 45% buying: Last quarter: 114 funds reduced or exited vs 93 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SPXX holders?

Elite ownership — 56% AUM from top-100 funds: 20 of 231 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SPXX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SPXX?

Mostly new holders — 71% entered in last year: Only 50 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Nuveen S&P 500 Dynamic Overw (SPXX)

Smart Money Signals — SPXX

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +391% more funds vs a year ago

More sellers than buyers — 45% buying

Fewer new buyers each quarter (-141 vs last Q)

Mostly new holders — 71% entered in last year

Value +18% but shares only +2% — price-driven

Acceleration phase — new buyers rushing in

Early stage — 69% of holders entered in last year

Elite ownership — 56% AUM from top-100 funds

Institutional Sentiment Summary — SPXX

Hedge Fund Ownership: SPXX

Market Analysis: SPXX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPXX

Hedge Fund Positioning: SPXX

Statistics: SPXX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Nuveen S&P 500 Dynamic Overw (SPXX)

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