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Nuveen Dow 30SM Dynamic Overwrite Fund

83 hedge funds and large institutions have $166M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 6 closing their positions.

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$301K -$160K -10,937 -35%
PA
52
Pinnacle Associates
New York
$277K -$7.35K -501 -3%
WS
53
Wedbush Securities
California
$264K -$132K -9,033 -33%
ACM
54
AlphaStar Capital Management
North Carolina
$263K
KWM
55
Kingsview Wealth Management
Oregon
$239K -$200K -13,676 -46%
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$225K -$29.8K -2,036 -12%
Mariner
57
Mariner
Kansas
$204K +$204K +13,929 New
GVAG
58
Great Valley Advisor Group
Delaware
$200K
SBIA
59
Sheaff Brock Investment Advisors
Indiana
$197K +$73 +5 +0%
ICMP
60
Integrated Capital Management (Pennsylvania)
Pennsylvania
$193K +$9.47K +646 +5%
9WM
61
9258 Wealth Management
Ohio
$177K +$177K +12,092 New
KAS
62
Kestra Advisory Services
Texas
$167K
Truist Financial
63
Truist Financial
North Carolina
$163K -$8.8K -600 -5%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$162K +$162K +11,072 New
QC
65
Quantedge Capital
Singapore
$160K -$24.9K -1,700 -13%
HWAM
66
Hennion & Walsh Asset Management
New Jersey
$151K -$19.3K -1,314 -11%
US Bancorp
67
US Bancorp
Minnesota
$122K +$41.8K +2,851 +52%
Comerica Bank
68
Comerica Bank
Texas
$101K -$17.9K -1,222 -15%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$99K
PP
70
PFS Partners
New Jersey
$98.2K
LOIM
71
Liberty One Investment Management
Illinois
$90.3K -$16.5K -1,128 -15%
PTC
72
Private Trust Company
Ohio
$76.2K
AF
73
Allworth Financial
California
$63.3K
AWM
74
Avior Wealth Management
Nebraska
$53.3K
TPCW
75
TD Private Client Wealth
New York
$51.9K