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Nuveen S&P 500 Dynamic Overwrite Fund

53 hedge funds and large institutions have $62.3M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
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
$320K
Two Sigma Investments
27
Two Sigma Investments
New York
$280K
DAS
28
Diversify Advisory Services
Utah
$269K
WWM
29
Western Wealth Management
Colorado
$252K
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$252K
1CP
31
1607 Capital Partners
Virginia
$251K
KWA
32
Kingswood Wealth Advisors
California
$238K
ACP
33
Aviance Capital Partners
Florida
$220K
PFS
34
Prospera Financial Services
Texas
$217K
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$189K
ACA
36
Aptus Capital Advisors
Alabama
$185K
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$175K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$102K
PS
39
Principal Securities
Iowa
$65.7K
NA
40
NewEdge Advisors
Louisiana
$46.2K
NSIM
41
North Star Investment Management
Illinois
$35K
FIA
42
FNY Investment Advisers
New York
$34K
SPIA
43
Steward Partners Investment Advisory
New York
$30.2K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$17.5K
Comerica Bank
45
Comerica Bank
Texas
$17.5K
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$14K
SWIM
47
Smallwood Wealth Investment Management
New Jersey
$9.14K
DJSG
48
D.J. St. Germain
Massachusetts
$6.56K
FFA
49
Farther Finance Advisors
California
$5.56K
KTC
50
Kentucky Trust Company
Kentucky
$4.2K