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Nuveen S&P 500 Dynamic Overwrite Fund

52 hedge funds and large institutions have $63M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
14
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBIA
26
Sheaff Brock Investment Advisors
Indiana
$358K -$5.39K -300 -1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$336K +$76K +4,222 +29%
Osaic Holdings
28
Osaic Holdings
Arizona
$305K -$143K -7,995 -32%
SPC
29
Sigma Planning Corp
Michigan
$279K -$37.8K -2,100 -12%
CAN
30
Cetera Advisor Networks
California
$264K -$6.84K -381 -3%
SPIA
31
Steward Partners Investment Advisory
New York
$231K
PAG
32
Private Advisor Group
New Jersey
$213K -$23K -1,280 -10%
GWSG
33
GPS Wealth Strategies Group
Colorado
$197K +$197K +10,954 New
IWA
34
IBEX Wealth Advisors
New Jersey
$194K
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$190K +$190K +10,425 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$131K -$10.9K -609 -8%
EI
37
Ellevest Inc
New York
$45K
TFP
38
Tilia Fiduciary Partners
North Carolina
$40K
NSIM
39
North Star Investment Management
Illinois
$36K
FIA
40
FNY Investment Advisers
New York
$35K +$35K +2,000 New
AF
41
Allworth Financial
California
$24K +$24K +1,342 New
GWM
42
Geneos Wealth Management
Colorado
$19K
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$19K
Citigroup
44
Citigroup
New York
$15K +$15K +817 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$14K
HWMA
46
Heritage Wealth Management (Arizona)
Arizona
$14K +$14K +775 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$14K +$14K +800 New
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$7.19K +$7.19K +400 New
TWA
49
TCI Wealth Advisors
Arizona
$7K +$7K +406 New
FCB
50
First Command Bank
Texas
$5K