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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
Holders
227
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 -$17.5K
3 -$4.4K
4
KTC
Kentucky Trust Company
Kentucky
-$4.33K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$557K
ICMP
102
Integrated Capital Management (Pennsylvania)
Pennsylvania
$553K
SA
103
Sanctuary Advisors
Indiana
$529K
WEG
104
World Equity Group
Illinois
$528K
DI
105
Decision Investments
California
$526K
PK
106
Pflug Koory
Nebraska
$525K
CEFA
107
Closed-End Fund Advisors
Virginia
$518K
HH
108
Hilltop Holdings
Texas
$512K
QC
109
Quantedge Capital
Singapore
$491K
WA
110
Waverly Advisors
Alabama
$477K
CC
111
Commons Capital
Massachusetts
$475K
MIM
112
Marco Investment Management
Georgia
$463K
SCM
113
Schnieders Capital Management
California
$455K
JGIA
114
Jackson Grant Investment Advisers
Connecticut
$432K
Calamos Advisors
115
Calamos Advisors
Illinois
$417K
IFWM
116
Institute for Wealth Management
Colorado
$414K
PCM
117
Pointe Capital Management
Michigan
$391K
Creative Planning
118
Creative Planning
Kansas
$385K
IW
119
Instrumental Wealth
Florida
$362K
SWP
120
Sagespring Wealth Partners
Tennessee
$324K
Lido Advisors
121
Lido Advisors
California
$323K
SG
122
StoneX Group
New York
$313K
Mariner
123
Mariner
Kansas
$313K
CIA
124
Concurrent Investment Advisors
Florida
$309K
XT
125
XTX Topco
Cayman Islands
$305K