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Nuveen S&P 500 Dynamic Overwrite Fund

51 hedge funds and large institutions have $61.5M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
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
Two Sigma Investments
26
Two Sigma Investments
New York
$280K
DAS
27
Diversify Advisory Services
Utah
$269K
WWM
28
Western Wealth Management
Colorado
$252K
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$252K
1CP
30
1607 Capital Partners
Virginia
$251K
KWA
31
Kingswood Wealth Advisors
California
$238K
ACP
32
Aviance Capital Partners
Florida
$220K
PFS
33
Prospera Financial Services
Texas
$217K
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$189K
ACA
35
Aptus Capital Advisors
Alabama
$185K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$175K
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$102K
PS
38
Principal Securities
Iowa
$65.7K
NA
39
NewEdge Advisors
Louisiana
$46.2K
NSIM
40
North Star Investment Management
Illinois
$35K
SPIA
41
Steward Partners Investment Advisory
New York
$30.2K
Comerica Bank
42
Comerica Bank
Texas
$17.5K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$17.5K
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$14K
SWIM
45
Smallwood Wealth Investment Management
New Jersey
$9.14K
DJSG
46
D.J. St. Germain
Massachusetts
$6.56K
FFA
47
Farther Finance Advisors
California
$5.56K
KTC
48
Kentucky Trust Company
Kentucky
$4.2K
GWM
49
Geneos Wealth Management
Colorado
$3.01K
AAS
50
Ameritas Advisory Services
Nebraska
$1.68K