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Nuveen S&P 500 Dynamic Overwrite Fund

48 hedge funds and large institutions have $58M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.9M 558,025 -7,608 -1%
UBS Group
2
UBS Group
Switzerland
$7.02M 395,558 -14,093 -3%
Raymond James Financial
3
Raymond James Financial
Florida
$6.11M 344,245 -6,924 -2%
Invesco
4
Invesco
Georgia
$5.32M 300,086 +25,257 +9%
LPL Financial
5
LPL Financial
California
$4.45M 250,586 +92,741 +59%
Morgan Stanley
6
Morgan Stanley
New York
$3.79M 213,809 +1,774 +0.8%
GC
7
Guggenheim Capital
Illinois
$3.09M 174,286 -50,288 -22%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.21M 124,761 -6,494 -5%
Bank of America
9
Bank of America
North Carolina
$1.42M 80,135 +14,730 +23%
SFS
10
Shaker Financial Services
Virginia
$1.27M 71,075 +71,075 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.19M 67,158 -930 -1%
AAM
12
Advisors Asset Management
Colorado
$1.1M 61,993 -384 -0.6%
FFG
13
Fortem Financial Group
California
$1.04M 58,419 +3,886 +7%
DC
14
Davenport & Co
Virginia
$949K 53,497 -3,750 -7%
SDAM
15
Shulman DeMeo Asset Management
New York
$830K 46,784 -75 -0.2%
TWP
16
Tyche Wealth Partners
Texas
$793K 44,681 +1,508 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$730K 41,107 -10,308 -20%
PAG
18
Private Advisor Group
New Jersey
$697K 39,276 +885 +2%
Ameriprise
19
Ameriprise
Minnesota
$689K 38,824 -2,583 -6%
1CP
20
1607 Capital Partners
Virginia
$613K 34,530 -43,906 -56%
IA
21
IFP Advisors
Florida
$528K 29,740 +8,810 +42%
GWSG
22
GPS Wealth Strategies Group
Colorado
$463K 26,090
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$445K 25,095 +90 +0.4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$358K 20,198 -735 -4%
AF
25
Allworth Financial
California
$341K 19,205 +17,863 +1,331%