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Nuveen S&P 500 Dynamic Overwrite Fund

226 hedge funds and large institutions have $691M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2026 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 49 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$274K
2 -$47.7K
3 -$17.5K
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.4K
5
KTC
Kentucky Trust Company
Kentucky
-$4.33K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
76
Atomi Financial Group
New York
$797K
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$767K
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$748K
SPIA
79
Steward Partners Investment Advisory
New York
$732K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$725K
NFG
81
Nations Financial Group
Iowa
$717K
Baird Financial Group
82
Baird Financial Group
Wisconsin
$705K
AW
83
Alteri Wealth
California
$690K
IAIM
84
International Assets Investment Management
Florida
$686K
VVP
85
Venture Visionary Partners
Ohio
$670K
WIA
86
World Investment Advisors
California
$656K
WWM
87
Western Wealth Management
Colorado
$651K
CL
88
Choreo LLC
Illinois
$648K
DWM
89
Diversify Wealth Management
Utah
$645K
PG
90
Patten Group
Tennessee
$641K
UB
91
UMB Bank
Missouri
$640K
IA
92
IFP Advisors
Florida
$612K
FFA
93
Farther Finance Advisors
California
$592K
NS
94
NBC Securities
Alabama
$591K
WS
95
Wedbush Securities
California
$587K
IPAM
96
Investment Partners Asset Management
New Jersey
$584K
SWM
97
Spire Wealth Management
Virginia
$579K
SF
98
Summit Financial
New Jersey
$579K
FWM
99
Focused Wealth Management
New York
$564K
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$557K