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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
GVAG
151
Great Valley Advisor Group
Delaware
$222K
MFG
152
Merit Financial Group
Georgia
$222K
AC
153
Apella Capital
Connecticut
$220K
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$217K
CB
155
Commerce Bank
Missouri
$213K
Corient Private Wealth
156
Corient Private Wealth
Florida
$204K
KFA
157
Kapstone Financial Advisors
Ohio
$203K
VIPI
158
Vista Investment Partners II
Indiana
$198K
EWA
159
Encompass Wealth Advisors
Oregon
$192K
LNWTC
160
Laird Norton Wetherby Trust Company
Washington
$186K
TI
161
TrueMark Investments
Illinois
$183K
NAS
162
NWF Advisory Services
California
$180K
FFA
163
Founders Financial Alliance
North Carolina
$170K
CWM
164
Centurion Wealth Management
Virginia
$166K
IFG
165
Independent Financial Group
California
$163K
AIM
166
Axiom Investment Management
New York
$162K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$138K
HCM
168
Hollencrest Capital Management
California
$116K
PP
169
PFS Partners
New Jersey
$112K
CFM
170
Cornerstone Financial Management
Massachusetts
$108K
HBW
171
Hazlett, Burt & Watson
West Virginia
$102K
EB
172
Eastern Bank
Massachusetts
$102K
LFG
173
Larson Financial Group
Missouri
$85.8K
PWPS
174
Pinnacle Wealth Planning Services
Ohio
$80.6K
SWIM
175
Smallwood Wealth Investment Management
New Jersey
$73.9K