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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
B
176
Bayban
Minnesota
$67.5K +$73.6K +4,198 New
US Bancorp
177
US Bancorp
Minnesota
$67.5K +$73.6K +4,198 New
AAP
178
Arax Advisory Partners
Colorado
$65.4K +$62.6K +3,567 +713%
ASN
179
Advisory Services Network
Georgia
$62.3K +$68K +3,878 New
TPCW
180
TD Private Client Wealth
New York
$50.6K +$55.3K +3,151 New
BIAS
181
Beacon Investment Advisory Services
New Jersey
$48.8K +$53.2K +3,036 New
Citigroup
182
Citigroup
New York
$46.5K +$50.8K +2,896 New
HIA
183
Harbor Investment Advisory
Maryland
$45.8K +$50K +2,852 New
MSWA
184
Marshall & Sterling Wealth Advisors
New York
$40.6K +$44.3K +2,525 New
AGWCA
185
Annis Gardner Whiting Capital Advisors
Florida
$40.5K +$44.2K +2,518 New
S
186
SignatureFD
Georgia
$33.9K +$37K +2,108 New
NSIM
187
North Star Investment Management
Illinois
$32.1K
FIA
188
FNY Investment Advisers
New York
$32K +$35.1K +2,000 New
SS
189
Sunbelt Securities
Texas
$28.6K +$31.2K +1,780 New
AAS
190
Ameritas Advisory Services
Nebraska
$28.5K +$31.1K +1,773 New
HNB
191
Huntington National Bank
Ohio
$27.8K
KG
192
Kilter Group
New York
$26.3K +$28.7K +1,634 New
CBT
193
Crews Bank & Trust
Florida
$24.9K +$27.2K +1,550 New
DAM
194
Delta Asset Management
Tennessee
$24.3K +$26.5K +1,511 New
WSFS
195
Wilmington Savings Fund Society
Delaware
$22.9K +$25K +1,423 New
WA
196
WPG Advisers
Maryland
$22.6K +$24.7K +1,408 New
SWA
197
SOA Wealth Advisors
New York
$18.4K +$20K +1,142 New
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$16.1K +$17.5K +1,000 New
AssetMark Inc
199
AssetMark Inc
California
$13.5K +$14.7K +840 New
GCM
200
Gables Capital Management
Florida
$13.5K +$14.7K +840 New