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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
RIL
201
Rothschild Investment LLC
Illinois
$9.34K
CAM
202
Costello Asset Management
Pennsylvania
$8.86K
DJSG
203
D.J. St. Germain
Massachusetts
$8.55K
IW
204
Imprint Wealth
South Carolina
$8.48K
KFI
205
Key Financial Inc
Pennsylvania
$7.52K
AF
206
Advisornet Financial
Minnesota
$6.97K
Kayne Anderson Rudnick Investment Management
207
Kayne Anderson Rudnick Investment Management
California
$6.17K
ME
208
McIlrath & Eck
Washington
$5.27K
GA
209
GoalVest Advisory
New York
$4.84K
GJIA
210
Glass Jacobson Investment Advisors
Maryland
$3.46K
CT
211
Colonial Trust
South Carolina
$3.43K
UBS AM
212
UBS AM
Illinois
$3.41K
FGA
213
Fortis Group Advisors
New Jersey
$3.36K
AA
214
Ancora Advisors
Ohio
$3.21K
LWM
215
Lodestone Wealth Management
Washington
$3.07K
MCM
216
MAI Capital Management
Ohio
$2.86K
TRCT
217
Tower Research Capital (TRC)
New York
$2.78K
GWM
218
Geneos Wealth Management
Colorado
$2.76K
HWP
219
Highline Wealth Partners
California
$2.41K
VWA
220
VSM Wealth Advisory
Maryland
$2.33K
AWM
221
Abound Wealth Management
Tennessee
$2.02K
PB
222
Pinnacle Bancorp
Nebraska
$1.54K
SWM
223
SHP Wealth Management
Massachusetts
$1.49K
EWM
224
Evolution Wealth Management
Florida
$1.47K
NEWAS
225
N.E.W. Advisory Services
Wisconsin
$1.13K