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Nuveen S&P 500 Dynamic Overwrite Fund

227 hedge funds and large institutions have $693M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2026 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 50 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,667% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 3

4,900% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 1

918% more capital invested

Capital invested by funds: $68.1M → $693M (+$625M)

278% more funds holding

Funds holding: 60227 (+167)

219.08% more ownership

Funds ownership: 21.02%240.1% (+219%)

Holders
227
Holders Change
+167
Holders Change %
+278.33%
% of All Funds
2.79%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
173
Increased
50
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$798K +$871K +49,651 New
AFG
77
Atomi Financial Group
New York
$797K +$870K +49,590 New
Pathstone Holdings
78
Pathstone Holdings
New Jersey
$767K +$837K +47,702 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$748K +$816K +46,544 New
SPIA
80
Steward Partners Investment Advisory
New York
$732K +$769K +43,847 +2,542%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$725K +$773K +44,100 +4,410%
NFG
82
Nations Financial Group
Iowa
$717K +$783K +44,639 New
Baird Financial Group
83
Baird Financial Group
Wisconsin
$705K +$769K +43,841 New
AW
84
Alteri Wealth
California
$690K +$753K +42,941 New
IAIM
85
International Assets Investment Management
Florida
$686K +$738K +42,076 New
VVP
86
Venture Visionary Partners
Ohio
$670K +$731K +41,704 New
WIA
87
World Investment Advisors
California
$656K +$716K +40,816 New
WWM
88
Western Wealth Management
Colorado
$651K +$110K +6,286 +18%
CL
89
Choreo LLC
Illinois
$648K +$707K +40,321 New
DWM
90
Diversify Wealth Management
Utah
$645K +$650K +37,084 New
PG
91
Patten Group
Tennessee
$641K +$700K +39,918 New
UB
92
UMB Bank
Missouri
$640K +$698K +39,827 New
IA
93
IFP Advisors
Florida
$612K +$161K +9,164 +32%
FFA
94
Farther Finance Advisors
California
$592K +$609K +34,753 +2,216%
NS
95
NBC Securities
Alabama
$591K +$645K +36,787 New
WS
96
Wedbush Securities
California
$587K +$459K +26,147 +252%
IPAM
97
Investment Partners Asset Management
New Jersey
$584K +$638K +36,350 New
SWM
98
Spire Wealth Management
Virginia
$579K +$632K +36,051 New
SF
99
Summit Financial
New Jersey
$579K +$631K +35,965 New
FWM
100
Focused Wealth Management
New York
$564K +$615K +35,071 New