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Nuveen Dow 30SM Dynamic Overwrite Fund

60 hedge funds and large institutions have $109M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
27
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
26
Benchmark Capital Advisors
New York
$705K +$104K +6,328 +17%
SCM
27
Schnieders Capital Management
California
$646K +$4.13K +250 +0.6%
RCM
28
Robinson Capital Management
Michigan
$583K
AIA
29
Allegis Investment Advisors
Idaho
$456K -$2.76K -167 -0.6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$417K +$132 +8 +0%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$399K +$6.27K +379 +2%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$389K +$389K +23,559 New
KeyBank National Association
33
KeyBank National Association
Ohio
$366K -$14.3K -864 -4%
NFG
34
Nations Financial Group
Iowa
$348K +$348K +21,050 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$328K +$215K +12,971 +189%
LPL Financial
36
LPL Financial
California
$281K -$4.15M -251,774 -94%
FHA
37
Flagship Harbor Advisors
Massachusetts
$239K +$21.4K +1,300 +10%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$230K
PA
39
Pinnacle Associates
New York
$215K
DAS
40
Dynamic Advisor Solutions
Arizona
$213K +$15.7K +950 +8%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$198K -$371K -22,378 -65%
AG
42
Advisor Group
Arizona
$194K +$10.1K +613 +6%
Creative Planning
43
Creative Planning
Kansas
$184K -$14.2K -864 -7%
DADC
44
D.A. Davidson & Co
Montana
$184K +$99.8K +6,040 +118%
TYCC
45
Texas Yale Capital Corp
Florida
$171K
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$146K
IA
47
IFP Advisors
Florida
$133K +$10.2K +620 +8%
SPIA
48
Steward Partners Investment Advisory
New York
$112K +$891 +54 +0.8%
GWM
49
Geneos Wealth Management
Colorado
$73K
SNT
50
Security National Trust
West Virginia
$49K