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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
MFG
151
Merit Financial Group
Georgia
$222K
AC
152
Apella Capital
Connecticut
$220K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$217K
CB
154
Commerce Bank
Missouri
$213K
Corient Private Wealth
155
Corient Private Wealth
Florida
$204K
KFA
156
Kapstone Financial Advisors
Ohio
$203K
VIPI
157
Vista Investment Partners II
Indiana
$198K
EWA
158
Encompass Wealth Advisors
Oregon
$192K
LNWTC
159
Laird Norton Wetherby Trust Company
Washington
$186K
TI
160
TrueMark Investments
Illinois
$183K
NAS
161
NWF Advisory Services
California
$180K
FFA
162
Founders Financial Alliance
North Carolina
$170K
CWM
163
Centurion Wealth Management
Virginia
$166K
IFG
164
Independent Financial Group
California
$163K
AIM
165
Axiom Investment Management
New York
$162K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$138K
HCM
167
Hollencrest Capital Management
California
$116K
PP
168
PFS Partners
New Jersey
$112K
CFM
169
Cornerstone Financial Management
Massachusetts
$108K
HBW
170
Hazlett, Burt & Watson
West Virginia
$102K
EB
171
Eastern Bank
Massachusetts
$102K
LFG
172
Larson Financial Group
Missouri
$85.8K
PWPS
173
Pinnacle Wealth Planning Services
Ohio
$80.6K
SWIM
174
Smallwood Wealth Investment Management
New Jersey
$73.9K
B
175
Bayban
Minnesota
$67.5K