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Nuveen S&P 500 Dynamic Overwrite Fund

51 hedge funds and large institutions have $59M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.36M
2 -$2.2M
3 -$1.24M
4
UBS Group
UBS Group
Switzerland
-$628K
5
Invesco
Invesco
Georgia
-$435K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$304K
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$302K
DAS
28
Diversify Advisory Services
Utah
$272K
PFS
29
Prospera Financial Services
Texas
$243K
KWA
30
Kingswood Wealth Advisors
California
$230K
ACP
31
Aviance Capital Partners
Florida
$210K
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$210K
ACA
33
Aptus Capital Advisors
Alabama
$179K
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$99.1K
SPIA
35
Steward Partners Investment Advisory
New York
$92.5K
PTC
36
Private Trust Company
Ohio
$54.8K
NA
37
NewEdge Advisors
Louisiana
$44.7K
SPF
38
South Plains Financial
Texas
$42.2K
NSIM
39
North Star Investment Management
Illinois
$33.8K
FIA
40
FNY Investment Advisers
New York
$33K
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$30K
LFG
42
Larson Financial Group
Missouri
$23.7K
AF
43
Allworth Financial
California
$21.8K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$16.9K
Comerica Bank
45
Comerica Bank
Texas
$16.9K
SWIM
46
Smallwood Wealth Investment Management
New Jersey
$12.8K
DJSG
47
D.J. St. Germain
Massachusetts
$6.34K
GWM
48
Geneos Wealth Management
Colorado
$5.81K
WBC
49
West Branch Capital
Massachusetts
$4.22K
KTC
50
Kentucky Trust Company
Kentucky
$4.06K