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Nuveen S&P 500 Dynamic Overwrite Fund

45 hedge funds and large institutions have $56.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
15
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$293K -$22.2K -1,473 -7%
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$293K -$5.3K -353 -2%
CAN
28
Cetera Advisor Networks
California
$259K +$45.8K +3,054 +21%
HH
29
Hilltop Holdings
Texas
$238K -$13.4K -893 -5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$217K -$28.2K -1,880 -11%
SPIA
31
Steward Partners Investment Advisory
New York
$193K
IWA
32
IBEX Wealth Advisors
New Jersey
$162K
SPC
33
Sigma Planning Corp
Michigan
$158K -$74.4K -4,962 -32%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$152K -$218K -14,549 -59%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$110K
BFEC
36
Benjamin F. Edwards & Company
Missouri
$49K
TFP
37
Tilia Fiduciary Partners
North Carolina
$34K
FIA
38
FNY Investment Advisers
New York
$30K
NSIM
39
North Star Investment Management
Illinois
$30K
Kayne Anderson Rudnick Investment Management
40
Kayne Anderson Rudnick Investment Management
California
$25K +$25K +1,686 New
AF
41
Allworth Financial
California
$20K
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$16K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$12K
HWMA
44
Heritage Wealth Management (Arizona)
Arizona
$12K
GWM
45
Geneos Wealth Management
Colorado
$2K -$9.88K -850 -83%
Stifel Financial
46
Stifel Financial
Missouri
-$226K -14,407 Closed
LNWWM
47
Laird Norton Wetherby Wealth Management
California
-$185K -11,810 Closed
TWA
48
TCI Wealth Advisors
Arizona
-$6K -406 Closed
FCFS
49
First Command Financial Services
Texas
-$2K -128 Closed
FCB
50
First Command Bank
Texas
-$2K -128 Closed