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Nuveen Dow 30SM Dynamic Overwrite Fund

81 hedge funds and large institutions have $166M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
32
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
51
Pinnacle Associates
New York
$272K -$11K -788 -4%
NA
52
NewEdge Advisors
Louisiana
$256K +$214K +14,933 +510%
RJT
53
Raymond James Trust
Florida
$256K -$6.93K -495 -3%
ACM
54
AlphaStar Capital Management
North Carolina
$251K +$251K +17,942 New
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$243K
TSS
56
Two Sigma Securities
New York
$241K +$241K +17,226 New
VF
57
Virtu Financial
New York
$213K +$213K +15,211 New
GVAG
58
Great Valley Advisor Group
Delaware
$191K
SBIA
59
Sheaff Brock Investment Advisors
Indiana
$188K
QC
60
Quantedge Capital
Singapore
$176K +$176K +12,600 New
ICMP
61
Integrated Capital Management (Pennsylvania)
Pennsylvania
$175K -$448 -32 -0.3%
Truist Financial
62
Truist Financial
North Carolina
$164K +$112 +8 +0.1%
HWAM
63
Hennion & Walsh Asset Management
New Jersey
$163K -$8.6K -614 -5%
KAS
64
Kestra Advisory Services
Texas
$160K -$121K -8,617 -43%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$155K +$155K +11,072 New
Comerica Bank
66
Comerica Bank
Texas
$114K -$31.3K -2,239 -22%
LOIM
67
Liberty One Investment Management
Illinois
$102K +$3.19K +228 +3%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$94.5K
PP
69
PFS Partners
New Jersey
$93.8K +$93.8K +6,700 New
US Bancorp
70
US Bancorp
Minnesota
$76.6K
PTC
71
Private Trust Company
Ohio
$72.8K +$44.8K +3,200 +160%
AF
72
Allworth Financial
California
$60.5K +$60.5K +4,320 New
AWM
73
Avior Wealth Management
Nebraska
$50.9K +$5.62K +401 +12%
TPCW
74
TD Private Client Wealth
New York
$49.6K +$49.6K +3,540 New
GWSG
75
GPS Wealth Strategies Group
Colorado
$41K -$4K -286 -9%