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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
SIS
201
Sound Income Strategies
Florida
$11K
RIL
202
Rothschild Investment LLC
Illinois
$9.34K
CAM
203
Costello Asset Management
Pennsylvania
$8.86K
DJSG
204
D.J. St. Germain
Massachusetts
$8.55K
IW
205
Imprint Wealth
South Carolina
$8.48K
KFI
206
Key Financial Inc
Pennsylvania
$7.52K
AF
207
Advisornet Financial
Minnesota
$6.97K
Kayne Anderson Rudnick Investment Management
208
Kayne Anderson Rudnick Investment Management
California
$6.17K
ME
209
McIlrath & Eck
Washington
$5.27K
GA
210
GoalVest Advisory
New York
$4.84K
GJIA
211
Glass Jacobson Investment Advisors
Maryland
$3.46K
CT
212
Colonial Trust
South Carolina
$3.43K
UBS AM
213
UBS AM
Illinois
$3.41K
FGA
214
Fortis Group Advisors
New Jersey
$3.36K
AA
215
Ancora Advisors
Ohio
$3.21K
LWM
216
Lodestone Wealth Management
Washington
$3.07K
MCM
217
MAI Capital Management
Ohio
$2.86K
TRCT
218
Tower Research Capital (TRC)
New York
$2.78K
GWM
219
Geneos Wealth Management
Colorado
$2.76K
HWP
220
Highline Wealth Partners
California
$2.41K
VWA
221
VSM Wealth Advisory
Maryland
$2.33K
AWM
222
Abound Wealth Management
Tennessee
$2.02K
PB
223
Pinnacle Bancorp
Nebraska
$1.54K
SWM
224
SHP Wealth Management
Massachusetts
$1.49K
EWM
225
Evolution Wealth Management
Florida
$1.47K