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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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$557K +$607K +34,633 New
ICMP
102
Integrated Capital Management (Pennsylvania)
Pennsylvania
$553K +$604K +34,434 New
SA
103
Sanctuary Advisors
Indiana
$529K +$578K +32,937 New
WEG
104
World Equity Group
Illinois
$528K +$576K +32,861 New
DI
105
Decision Investments
California
$526K +$394K +22,477 +219%
PK
106
Pflug Koory
Nebraska
$525K +$573K +32,688 New
CEFA
107
Closed-End Fund Advisors
Virginia
$518K +$565K +32,232 New
HH
108
Hilltop Holdings
Texas
$512K +$559K +31,874 New
QC
109
Quantedge Capital
Singapore
$491K +$536K +30,576 New
WA
110
Waverly Advisors
Alabama
$477K +$521K +29,685 New
CC
111
Commons Capital
Massachusetts
$475K +$518K +29,548 New
MIM
112
Marco Investment Management
Georgia
$463K +$505K +28,801 New
SCM
113
Schnieders Capital Management
California
$455K +$497K +28,336 New
JGIA
114
Jackson Grant Investment Advisers
Connecticut
$432K +$471K +26,871 New
Calamos Advisors
115
Calamos Advisors
Illinois
$417K +$456K +25,980 New
IFWM
116
Institute for Wealth Management
Colorado
$414K +$452K +25,753 New
PCM
117
Pointe Capital Management
Michigan
$391K +$426K +24,307 New
Creative Planning
118
Creative Planning
Kansas
$385K +$420K +23,963 New
IW
119
Instrumental Wealth
Florida
$362K +$395K +22,531 New
SWP
120
Sagespring Wealth Partners
Tennessee
$324K +$354K +20,157 New
Lido Advisors
121
Lido Advisors
California
$323K +$352K +20,092 New
SG
122
StoneX Group
New York
$313K +$336K +19,171 New
Mariner
123
Mariner
Kansas
$313K +$341K +19,453 New
CIA
124
Concurrent Investment Advisors
Florida
$309K +$338K +19,246 New
XT
125
XTX Topco
Cayman Islands
$305K +$333K +18,995 New