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Nuveen S&P 500 Dynamic Overwrite Fund

49 hedge funds and large institutions have $59.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $59M → $59.1M (+$117K)

0.89% less ownership

Funds ownership: 19.45%18.56% (-0.89%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

4% less funds holding

Funds holding: 5149 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$338K +$17.8K +1,061 +6%
DAS
27
Diversify Advisory Services
Utah
$298K
PFS
28
Prospera Financial Services
Texas
$255K
WWM
29
Western Wealth Management
Colorado
$255K +$241K +14,368 New
KWA
30
Kingswood Wealth Advisors
California
$242K
ACP
31
Aviance Capital Partners
Florida
$222K +$1.56K +93 +0.7%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$220K
Bank of New York Mellon
33
Bank of New York Mellon
New York
$191K +$181K +10,772 New
ACA
34
Aptus Capital Advisors
Alabama
$188K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$104K -$437 -26 -0.4%
SPIA
36
Steward Partners Investment Advisory
New York
$92.7K -$4.2K -250 -5%
PS
37
Principal Securities
Iowa
$56.8K +$53.8K +3,200 New
NA
38
NewEdge Advisors
Louisiana
$46.9K
NSIM
39
North Star Investment Management
Illinois
$35.5K
FIA
40
FNY Investment Advisers
New York
$35K
Comerica Bank
41
Comerica Bank
Texas
$17.7K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$17.7K
SWIM
43
Smallwood Wealth Investment Management
New Jersey
$13.7K +$252 +15 +2%
DJSG
44
D.J. St. Germain
Massachusetts
$6.65K
FFA
45
Farther Finance Advisors
California
$5.64K +$5.34K +318 New
KTC
46
Kentucky Trust Company
Kentucky
$4.26K
GWM
47
Geneos Wealth Management
Colorado
$3.05K -$2.89K -172 -50%
PSFG
48
Park Square Financial Group
Georgia
$2.82K
AAS
49
Ameritas Advisory Services
Nebraska
$1.7K +$1.61K +96 New
AWS
50
Atria Wealth Solutions
New York
-$3.94M -233,072 Closed