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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
GVAG
151
Great Valley Advisor Group
Delaware
$222K +$243K +13,832 New
MFG
152
Merit Financial Group
Georgia
$222K +$242K +13,820 New
AC
153
Apella Capital
Connecticut
$220K +$221K +12,624 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$217K
CB
155
Commerce Bank
Missouri
$213K +$233K +13,283 New
Corient Private Wealth
156
Corient Private Wealth
Florida
$204K +$219K +12,493 New
KFA
157
Kapstone Financial Advisors
Ohio
$203K +$221K +12,605 New
VIPI
158
Vista Investment Partners II
Indiana
$198K +$216K +12,341 New
EWA
159
Encompass Wealth Advisors
Oregon
$192K +$209K +11,929 New
LNWTC
160
Laird Norton Wetherby Trust Company
Washington
$186K +$203K +11,560 New
TI
161
TrueMark Investments
Illinois
$183K +$200K +11,381 New
NAS
162
NWF Advisory Services
California
$180K +$197K +11,216 New
FFA
163
Founders Financial Alliance
North Carolina
$170K +$186K +10,594 New
CWM
164
Centurion Wealth Management
Virginia
$166K +$181K +10,343 New
IFG
165
Independent Financial Group
California
$163K +$177K +10,116 New
AIM
166
Axiom Investment Management
New York
$162K +$177K +10,069 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$138K +$151K +8,588 New
HCM
168
Hollencrest Capital Management
California
$116K +$127K +7,228 New
PP
169
PFS Partners
New Jersey
$112K +$123K +7,000 New
CFM
170
Cornerstone Financial Management
Massachusetts
$108K +$118K +6,717 New
HBW
171
Hazlett, Burt & Watson
West Virginia
$102K +$112K +6,376 New
EB
172
Eastern Bank
Massachusetts
$102K +$111K +6,331 New
LFG
173
Larson Financial Group
Missouri
$85.8K +$93.7K +5,341 New
PWPS
174
Pinnacle Wealth Planning Services
Ohio
$80.6K +$88K +5,015 New
SWIM
175
Smallwood Wealth Investment Management
New Jersey
$73.9K +$71.2K +4,057 +749%