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Nuveen S&P 500 Dynamic Overwrite Fund

50 hedge funds and large institutions have $67.3M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
22
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$415K -$11.4K -677 -3%
LCM
27
Landscape Capital Management
New Jersey
$363K -$444K -26,479 -55%
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$306K +$84 +5 +0%
Truist Financial
29
Truist Financial
North Carolina
$302K +$34.8K +2,076 +13%
DAS
30
Diversify Advisory Services
Utah
$279K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$276K +$3.49K +208 +1%
PFS
32
Prospera Financial Services
Texas
$266K +$19.1K +1,138 +8%
LI
33
LVZ Inc
Michigan
$248K
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$206K
ACP
35
Aviance Capital Partners
Florida
$206K +$1.31K +78 +0.6%
WWM
36
Western Wealth Management
Colorado
$172K +$470 +28 +0.3%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$99.5K -$403 -24 -0.4%
SPIA
38
Steward Partners Investment Advisory
New York
$91.9K
NA
39
NewEdge Advisors
Louisiana
$44.4K -$20.1K -1,200 -31%
NSIM
40
North Star Investment Management
Illinois
$33.6K
FIA
41
FNY Investment Advisers
New York
$33K +$33K +2,000 New
Comerica Bank
42
Comerica Bank
Texas
$32.4K
LFG
43
Larson Financial Group
Missouri
$30.2K +$30.2K +1,800 New
AF
44
Allworth Financial
California
$22.5K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$16.8K -$5.1K -304 -23%
IA
46
IFP Advisors
Florida
$16.8K
NS
47
NBC Securities
Alabama
$10K
Jones Financial Companies
48
Jones Financial Companies
Missouri
$8.31K +$8.31K +500 New
GWM
49
Geneos Wealth Management
Colorado
$2.89K
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$101