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Nuveen Dow 30SM Dynamic Overwrite Fund

106 hedge funds and large institutions have $178M 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

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
106
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
VIPI
76
Vista Investment Partners II
Indiana
$161K
WIA
77
World Investment Advisors
California
$156K
WPA
78
Wealth Preservation Advisors
Tennessee
$122K
PP
79
PFS Partners
New Jersey
$113K
LFG
80
Larson Financial Group
Missouri
$89.3K
PTC
81
Private Trust Company
Ohio
$77.4K
EB
82
Eastern Bank
Massachusetts
$75K
Comerica Bank
83
Comerica Bank
Texas
$65.4K
TPCW
84
TD Private Client Wealth
New York
$52.7K
FFA
85
Farther Finance Advisors
California
$48.8K
MSWA
86
Marshall & Sterling Wealth Advisors
New York
$42.2K
ASN
87
Advisory Services Network
Georgia
$41.6K
UCB
88
United Community Bank
South Carolina
$38K
KFPC
89
KERR FINANCIAL PLANNING Corp
California
$35.8K
CTC
90
Central Trust Company
Missouri
$29.8K
SS
91
Sunbelt Securities
Texas
$29.8K
SPIA
92
Steward Partners Investment Advisory
New York
$26.8K
SWA
93
SOA Wealth Advisors
New York
$18.4K
CAM
94
Costello Asset Management
Pennsylvania
$16.8K
WA
95
WPG Advisers
Maryland
$15.1K
AAS
96
Ameritas Advisory Services
Nebraska
$12K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$11.2K
SWIM
98
Smallwood Wealth Investment Management
New Jersey
$10K
GWSG
99
GPS Wealth Strategies Group
Colorado
$8.19K
NFSG
100
Newbridge Financial Services Group
Florida
$7.45K