SPXX icon

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
PVM
126
Palogic Value Management
Texas
$288K
CA
127
CoreCap Advisors
Michigan
$277K
KA
128
Kovack Advisors
Florida
$267K
WE
129
Wealth Effects
Massachusetts
$264K
AIA
130
Armor Investment Advisors
North Carolina
$263K
KWA
131
Kingswood Wealth Advisors
California
$262K
MWM
132
Maltin Wealth Management
New Jersey
$259K
PAS
133
PKS Advisory Services
New York
$251K
PA
134
Procyon Advisors
Connecticut
$251K
ACP
135
Aviance Capital Partners
Florida
$249K
TCM
136
Triumph Capital Management
Colorado
$245K
AA
137
Apriem Advisors
California
$242K
BCA
138
Bay Capital Advisors
Virginia
$240K
KWM
139
Kingsview Wealth Management
Oregon
$240K
CL
140
CSS LLC
Illinois
$239K
MQWP
141
Morey & Quinn Wealth Partners
Nebraska
$239K
KPWS
142
Kestra Private Wealth Services
Texas
$232K
NPAN
143
Northeast Planning Associates NH
New Hampshire
$231K
UPS
144
UHLMANN PRICE SECURITIES
Illinois
$228K
BTI
145
Blue Trust Inc
Georgia
$226K
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$226K
HI
147
Harbour Investments
Wisconsin
$224K
ACA
148
Aptus Capital Advisors
Alabama
$224K
PA
149
Pinnacle Associates
New York
$223K
GVAG
150
Great Valley Advisor Group
Delaware
$222K