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Nuveen Dow 30SM Dynamic Overwrite Fund

105 hedge funds and large institutions have $177M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
105
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
26
Ionic Capital Management
New York
$1.08M
PAG
27
Private Advisor Group
New Jersey
$1.03M
IWC
28
Integrated Wealth Concepts
Massachusetts
$1M
AAM
29
Advisors Asset Management
Colorado
$975K
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$946K
SDAM
31
Shulman DeMeo Asset Management
New York
$893K
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$883K
P
33
&Partners
Tennessee
$833K
NA
34
NewEdge Advisors
Louisiana
$768K
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$716K
Stifel Financial
36
Stifel Financial
Missouri
$701K
DADC
37
D.A. Davidson & Co
Montana
$617K
FAM
38
Formidable Asset Management
Ohio
$592K
RL
39
RPO LLC
Connecticut
$585K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$584K
DAS
41
Dynamic Advisor Solutions
Arizona
$581K
CL
42
Choreo LLC
Illinois
$573K
PIWA
43
Prevail Innovative Wealth Advisors
Kansas
$555K
SC
44
Stolper & Co
Oklahoma
$528K
WS
45
Wela Strategies
Georgia
$505K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$492K
SCM
47
Schnieders Capital Management
California
$476K
NFG
48
Nations Financial Group
Iowa
$450K
IFWM
49
Institute for Wealth Management
Colorado
$422K
DAS
50
Diversify Advisory Services
Utah
$389K