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Nuveen Dow 30SM Dynamic Overwrite Fund

84 hedge funds and large institutions have $91.6M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
13
Increased
20
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
51
Montag & Associates
Georgia
$148K
VFA
52
Valeo Financial Advisors
Indiana
$144K
RJT
53
Raymond James Trust
Florida
$143K +$7.54K +600 +6%
FHA
54
Flagship Harbor Advisors
Massachusetts
$141K -$22.9K -1,830 -14%
MML Investors Services
55
MML Investors Services
Massachusetts
$141K -$19.8K -1,583 -12%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$134K
TYCC
57
Texas Yale Capital Corp
Florida
$130K
Walleye Capital
58
Walleye Capital
New York
$125K +$125K +10,000 New
EFSCE
59
Enterprise Financial Services Corp (EFSC)
Missouri
$113K -$18.8K -1,500 -14%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$103K +$11.4K +900 +12%
SPIA
61
Steward Partners Investment Advisory
New York
$88K -$8.96K -719 -9%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$80K
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$515 +41 +1%
SNT
64
Security National Trust
West Virginia
$37K
US Bancorp
65
US Bancorp
Minnesota
$35K -$9.91K -800 -22%
BWP
66
Baldwin Wealth Partners
Massachusetts
$32K
GWM
67
Geneos Wealth Management
Colorado
$29K -$49.3K -4,000 -63%
PB
68
Pinnacle Bancorp
Nebraska
$27K
Citigroup
69
Citigroup
New York
$25K -$12.7K -1,000 -34%
APA
70
American Portfolios Advisors
New York
$24.3K
LWM
71
Liberty Wealth Management
California
$24K
TFGT
72
TS Financial Group (TSFG)
Illinois
$22K
SFS
73
Sowell Financial Services
Arkansas
$18K
CFGS
74
Concourse Financial Group Securities
Alabama
$13K
NFG
75
Next Financial Group
Texas
$13K