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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
+2
Holders Change %
+4.08%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$304K +$1.37K +81 +0.5%
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$302K +$2.11K +125 +0.7%
DAS
28
Diversify Advisory Services
Utah
$272K
PFS
29
Prospera Financial Services
Texas
$243K
KWA
30
Kingswood Wealth Advisors
California
$230K +$230K +13,625 New
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 -$2.08K -123 -2%
SPIA
35
Steward Partners Investment Advisory
New York
$92.5K
PTC
36
Private Trust Company
Ohio
$54.8K +$54.8K +3,240 New
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 +$33K +2,000 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$30K
LFG
42
Larson Financial Group
Missouri
$23.7K -$6.76K -400 -22%
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 +$12.8K +757 New
DJSG
47
D.J. St. Germain
Massachusetts
$6.34K
GWM
48
Geneos Wealth Management
Colorado
$5.81K +$2.91K +172 +100%
WBC
49
West Branch Capital
Massachusetts
$4.23K +$4.23K +250 New
KTC
50
Kentucky Trust Company
Kentucky
$4.06K