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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

47 hedge funds and large institutions have $52.6M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
12
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.32M
2
SFS
2
Shaker Financial Services
Virginia
$819K
3
WAM
3
Wolverine Asset Management
Illinois
$568K
4
EC
4
Elequin Capital
New York
$104K
5
Bank of America
5
Bank of America
North Carolina
$707K

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$5.33M
3
Invesco
3
Invesco
Georgia
$2.97M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.47M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
26
Sheaff Brock Investment Advisors
Indiana
$284K -$4.67K -300 -2%
CAN
27
Cetera Advisor Networks
California
$277K +$8.85K +568 +3%
DI
28
DFPG Investments
Utah
$257K – – –
WWM
29
Western Wealth Management
Colorado
$247K – – –
HH
30
Hilltop Holdings
Texas
$242K -$5.66K -363 -2%
LI
31
LVZ Inc
Michigan
$230K – – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$204K -$22.1K -1,423 -10%
SPC
33
Sigma Planning Corp
Michigan
$164K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$114K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$105K -$198K -12,731 -65%
EC
36
Elequin Capital
New York
$104K +$104K +6,690 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$51K +$16 +1 +0%
NA
38
NewEdge Advisors
Louisiana
$50.8K -$4.67K -300 -8%
TFP
39
Tilia Fiduciary Partners
North Carolina
$35.1K – – –
NSIM
40
North Star Investment Management
Illinois
$31.2K – – –
FIA
41
FNY Investment Advisers
New York
$31K +$31K +2,000 New
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$26.3K – – –
AF
43
Allworth Financial
California
$20.9K – – –
BAM
44
Belpointe Asset Management
Nevada
$10.9K – – –
ASN
45
Advisory Services Network
Georgia
$10.4K – – –
GWM
46
Geneos Wealth Management
Colorado
$2.68K – – –
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$471 – – –
AWS
48
Atria Wealth Solutions
New York
– -$3.74M -231,755 Closed
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
– -$17K -1,100 Closed
IA
50
IFP Advisors
Florida
– -$9K -500 Closed
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