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Nuveen S&P 500 Dynamic Overwrite Fund

49 hedge funds and large institutions have $58M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
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
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$338K
DAS
27
Diversify Advisory Services
Utah
$298K
PFS
28
Prospera Financial Services
Texas
$255K
WWM
29
Western Wealth Management
Colorado
$255K
KWA
30
Kingswood Wealth Advisors
California
$242K
ACP
31
Aviance Capital Partners
Florida
$222K
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$220K
Bank of New York Mellon
33
Bank of New York Mellon
New York
$191K
ACA
34
Aptus Capital Advisors
Alabama
$188K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$104K
SPIA
36
Steward Partners Investment Advisory
New York
$92.7K
PS
37
Principal Securities
Iowa
$56.8K
NA
38
NewEdge Advisors
Louisiana
$46.9K
NSIM
39
North Star Investment Management
Illinois
$35.5K
FIA
40
FNY Investment Advisers
New York
$35K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$17.7K
Comerica Bank
42
Comerica Bank
Texas
$17.7K
SWIM
43
Smallwood Wealth Investment Management
New Jersey
$13.7K
DJSG
44
D.J. St. Germain
Massachusetts
$6.65K
FFA
45
Farther Finance Advisors
California
$5.64K
KTC
46
Kentucky Trust Company
Kentucky
$4.26K
GWM
47
Geneos Wealth Management
Colorado
$3.05K
PSFG
48
Park Square Financial Group
Georgia
$2.82K
AAS
49
Ameritas Advisory Services
Nebraska
$1.7K
AWS
50
Atria Wealth Solutions
New York