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Nuveen Dow 30SM Dynamic Overwrite Fund

94 hedge funds and large institutions have $143M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
29
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
51
Wolverine Asset Management
Illinois
$263K -$391K -24,097 -60%
Northern Trust
52
Northern Trust
Illinois
$233K +$233K +14,336 New
EP
53
Eudaimonia Partners
Tennessee
$231K -$7.98K -492 -3%
ACM
54
AlphaStar Capital Management
North Carolina
$215K +$215K +12,996 New
LFF
55
Level Four Financial
Texas
$189K -$191K -11,767 -50%
CWA
56
Capital Wealth Alliance
Arizona
$187K +$12.7K +787 +7%
QC
57
Quantedge Capital
Singapore
$169K -$122K -7,500 -42%
TYCC
58
Texas Yale Capital Corp
Florida
$168K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$134K
SWM
60
Spire Wealth Management
Virginia
$127K +$127K +7,837 New
PGAM
61
Princeton Global Asset Management
New Jersey
$118K +$92.4K +5,671 +361%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$114K +$3.63K +222 +3%
Citigroup
63
Citigroup
New York
$111K -$188K -11,545 -63%
US Bancorp
64
US Bancorp
Minnesota
$111K -$24.7K -1,524 -18%
FIA
65
FNY Investment Advisers
New York
$111K +$111K +6,883 New
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$103K
IAIM
67
International Assets Investment Management
Florida
$102K
EFSCE
68
Enterprise Financial Services Corp (EFSC)
Missouri
$65K
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$65K +$47K +2,898 +262%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$54K +$6.48K +400 +14%
BWP
71
Baldwin Wealth Partners
Massachusetts
$42K
PB
72
Pinnacle Bancorp
Nebraska
$35K
APA
73
American Portfolios Advisors
New York
$31.6K
HWMA
74
Heritage Wealth Management (Arizona)
Arizona
$30K +$30K +1,866 New
TFGT
75
TS Financial Group (TSFG)
Illinois
$28K