DIAX icon

Nuveen Dow 30SM Dynamic Overwrite Fund

104 hedge funds and large institutions have $170M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$6.04M
2 +$4.9M
3 +$2.77M
4
PAS
Park Avenue Securities
New York
+$1.23M
5
LPL Financial
LPL Financial
California
+$815K

Top Sellers

1 -$2.44M
2 -$2.06M
3 -$836K
4
UBS Group
UBS Group
Switzerland
-$734K
5
AA
AQR Arbitrage
Connecticut
-$691K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.12M
ICM
27
Ionic Capital Management
New York
$1.04M
IWC
28
Integrated Wealth Concepts
Massachusetts
$971K
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$876K
P
30
&Partners
Tennessee
$860K
SDAM
31
Shulman DeMeo Asset Management
New York
$860K
NA
32
NewEdge Advisors
Louisiana
$726K
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$695K
Stifel Financial
34
Stifel Financial
Missouri
$688K
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$672K
FAM
36
Formidable Asset Management
Ohio
$615K
DADC
37
D.A. Davidson & Co
Montana
$608K
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$598K
CL
39
Choreo LLC
Illinois
$569K
DAS
40
Dynamic Advisor Solutions
Arizona
$563K
RL
41
RPO LLC
Connecticut
$563K
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$538K
RAM
43
Readystate Asset Management
Illinois
$538K
QC
44
Quantedge Capital
Singapore
$518K
SC
45
Stolper & Co
Oklahoma
$509K
SCM
46
Schnieders Capital Management
California
$463K
NFG
47
Nations Financial Group
Iowa
$434K
BRWA
48
B. Riley Wealth Advisors
Florida
$407K
IFWM
49
Institute for Wealth Management
Colorado
$406K
DAS
50
Diversify Advisory Services
Utah
$377K