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Nuveen Dow 30SM Dynamic Overwrite Fund

108 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 11 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
108
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
MFG
76
Merit Financial Group
Georgia
$175K
VIPI
77
Vista Investment Partners II
Indiana
$161K
WIA
78
World Investment Advisors
California
$156K
WPA
79
Wealth Preservation Advisors
Tennessee
$122K
PP
80
PFS Partners
New Jersey
$113K
LFG
81
Larson Financial Group
Missouri
$89.3K
PTC
82
Private Trust Company
Ohio
$77.4K
EB
83
Eastern Bank
Massachusetts
$75K
Comerica Bank
84
Comerica Bank
Texas
$65.4K
TPCW
85
TD Private Client Wealth
New York
$52.7K
FFA
86
Farther Finance Advisors
California
$48.8K
MSWA
87
Marshall & Sterling Wealth Advisors
New York
$42.2K
ASN
88
Advisory Services Network
Georgia
$41.6K
FIA
89
FNY Investment Advisers
New York
$41K
UCB
90
United Community Bank
South Carolina
$38K
KFP
91
Kerr Financial Planning
California
$35.8K
CTC
92
Central Trust Company
Missouri
$29.8K
SS
93
Sunbelt Securities
Texas
$29.8K
SPIA
94
Steward Partners Investment Advisory
New York
$26.8K
SWA
95
SOA Wealth Advisors
New York
$18.4K
CAM
96
Costello Asset Management
Pennsylvania
$16.8K
WA
97
WPG Advisers
Maryland
$15.1K
AAS
98
Ameritas Advisory Services
Nebraska
$12K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$11.2K
SWIM
100
Smallwood Wealth Investment Management
New Jersey
$10K