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Nuveen S&P 500 Dynamic Overwrite Fund

53 hedge funds and large institutions have $66.9M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$415K -$11.8K -725 -3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$414K -$24.9K -1,528 -6%
ICM
28
Ionic Capital Management
New York
$313K
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$298K
DAS
30
Diversify Advisory Services
Utah
$272K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$265K +$735 +45 +0.3%
Truist Financial
32
Truist Financial
North Carolina
$260K -$2.38K -146 -0.9%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$254K +$254K +15,541 New
LI
34
LVZ Inc
Michigan
$241K
PFS
35
Prospera Financial Services
Texas
$240K +$240K +14,712 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$219K
ACP
37
Aviance Capital Partners
Florida
$199K +$1.31K +80 +0.7%
WWM
38
Western Wealth Management
Colorado
$167K -$55K -3,366 -25%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$97.2K -$245 -15 -0.3%
SPIA
40
Steward Partners Investment Advisory
New York
$89.4K
FG
41
Fairman Group
Pennsylvania
$66.5K +$66.5K +4,000 New
NA
42
NewEdge Advisors
Louisiana
$62.8K
BFEC
43
Benjamin F. Edwards & Company
Missouri
$53K
NSIM
44
North Star Investment Management
Illinois
$32.7K
Comerica Bank
45
Comerica Bank
Texas
$31.5K
AF
46
Allworth Financial
California
$21.8K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$21.3K -$98K -6,000 -82%
IA
48
IFP Advisors
Florida
$16.3K +$16.3K +1,000 New
MG
49
Mather Group
Illinois
$9.14K +$9.14K +583 New
NS
50
NBC Securities
Alabama
$9K