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Nuveen Dow 30SM Dynamic Overwrite Fund

105 hedge funds and large institutions have $177M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
105
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
76
World Investment Advisors
California
$156K
WPA
77
Wealth Preservation Advisors
Tennessee
$122K
PP
78
PFS Partners
New Jersey
$113K
LFG
79
Larson Financial Group
Missouri
$89.3K
PTC
80
Private Trust Company
Ohio
$77.4K
EB
81
Eastern Bank
Massachusetts
$75K
Comerica Bank
82
Comerica Bank
Texas
$65.4K
TPCW
83
TD Private Client Wealth
New York
$52.7K
FFA
84
Farther Finance Advisors
California
$48.8K
MSWA
85
Marshall & Sterling Wealth Advisors
New York
$42.2K
ASN
86
Advisory Services Network
Georgia
$41.6K
UCB
87
United Community Bank
South Carolina
$38K
KFPC
88
KERR FINANCIAL PLANNING Corp
California
$35.8K
CTC
89
Central Trust Company
Missouri
$29.8K
SS
90
Sunbelt Securities
Texas
$29.8K
SPIA
91
Steward Partners Investment Advisory
New York
$26.8K
SWA
92
SOA Wealth Advisors
New York
$18.4K
CAM
93
Costello Asset Management
Pennsylvania
$16.8K
WA
94
WPG Advisers
Maryland
$15.1K
AAS
95
Ameritas Advisory Services
Nebraska
$12K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$11.2K
SWIM
97
Smallwood Wealth Investment Management
New Jersey
$10K
GWSG
98
GPS Wealth Strategies Group
Colorado
$8.19K
NFSG
99
Newbridge Financial Services Group
Florida
$7.45K
JP Morgan Chase
100
JP Morgan Chase
New York
$6K