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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
SIS
201
Sound Income Strategies
Florida
$11K +$1.68K +96 +17%
RIL
202
Rothschild Investment LLC
Illinois
$9.34K +$10.2K +581 New
CAM
203
Costello Asset Management
Pennsylvania
$8.86K +$9.66K +551 New
DJSG
204
D.J. St. Germain
Massachusetts
$8.55K +$2.75K +157 +42%
IW
205
Imprint Wealth
South Carolina
$8.48K +$9.26K +528 New
KFI
206
Key Financial Inc
Pennsylvania
$7.52K +$8.21K +468 New
AF
207
Advisornet Financial
Minnesota
$6.97K +$7.61K +434 New
Kayne Anderson Rudnick Investment Management
208
Kayne Anderson Rudnick Investment Management
California
$6.17K +$6.84K +390 New
ME
209
McIlrath & Eck
Washington
$5.27K +$5.75K +328 New
GA
210
GoalVest Advisory
New York
$4.84K +$5.28K +301 New
GJIA
211
Glass Jacobson Investment Advisors
Maryland
$3.46K +$3.77K +215 New
CT
212
Colonial Trust
South Carolina
$3.43K +$3.74K +213 New
UBS AM
213
UBS AM
Illinois
$3.41K +$3.72K +212 New
FGA
214
Fortis Group Advisors
New Jersey
$3.36K +$3.67K +209 New
AA
215
Ancora Advisors
Ohio
$3.21K +$3.51K +200 New
LWM
216
Lodestone Wealth Management
Washington
$3.07K +$3.35K +191 New
MCM
217
MAI Capital Management
Ohio
$2.86K +$3.12K +178 New
TRCT
218
Tower Research Capital (TRC)
New York
$2.78K +$3.03K +173 New
GWM
219
Geneos Wealth Management
Colorado
$2.76K
HWP
220
Highline Wealth Partners
California
$2.41K +$2.63K +150 New
VWA
221
VSM Wealth Advisory
Maryland
$2.33K +$2.54K +145 New
AWM
222
Abound Wealth Management
Tennessee
$2.02K +$2.21K +126 New
PB
223
Pinnacle Bancorp
Nebraska
$1.54K +$1.68K +96 New
SWM
224
SHP Wealth Management
Massachusetts
$1.49K +$1.63K +93 New
EWM
225
Evolution Wealth Management
Florida
$1.47K +$1.61K +92 New