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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

51 hedge funds and large institutions have $39.7M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
10
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$1.39M
2
ICM
2
Ionic Capital Management
New York
$672K
3
WAM
3
Wolverine Asset Management
Illinois
$648K
4
GC
4
Guggenheim Capital
Illinois
$983K
5
OFG
5
OTA Financial Group
New York
$402K

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$1.04M
2
UBS Group
2
UBS Group
Switzerland
$7.3M
3
Wells Fargo
3
Wells Fargo
California
$4.73M
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
SS
5
Sunbelt Securities
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$7.3M 630,653 -102,509 -14%
Wells Fargo
2
Wells Fargo
California
$4.73M 408,327 -97,617 -19%
HWM
3
Howard Wealth Management
Connecticut
$3.83M 330,849 +4,821 +1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.16M 272,585 +11,442 +4%
Morgan Stanley
5
Morgan Stanley
New York
$2.37M 205,014 -1,693 -0.8%
Invesco
6
Invesco
Georgia
$2.32M 199,894 -139 -0.1%
SFS
7
Shaker Financial Services
Virginia
$1.39M 119,943 +90,383 +306%
Stifel Financial
8
Stifel Financial
Missouri
$1.14M 98,544 -4,952 -5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$1.13M 97,345 +18,605 +24%
PAG
10
Private Advisor Group
New Jersey
$1.04M 90,136 -128,127 -59%
GC
11
Guggenheim Capital
Illinois
$983K 84,853 +38,873 +85%
ACP
12
Aviance Capital Partners
Florida
$979K 84,552 -7,140 -8%
LPL Financial
13
LPL Financial
California
$950K 82,006 -1,387 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$745K 64,292 -4,174 -6%
SDAM
15
Shulman DeMeo Asset Management
New York
$717K 61,904 -1,919 -3%
ICM
16
Ionic Capital Management
New York
$672K 58,063 +58,063 New
DC
17
Davenport & Co
Virginia
$662K 57,151 -1,823 -3%
WAM
18
Wolverine Asset Management
Illinois
$648K 55,967 +55,967 New
AAM
19
Advisors Asset Management
Colorado
$538K 46,495 +4,060 +10%
Bank of America
20
Bank of America
North Carolina
$464K 40,086 -115 -0.3%
OFG
21
OTA Financial Group
New York
$402K 34,737 +34,737 New
RJA
22
Raymond James & Associates
Florida
$369K 31,844 +2,325 +8%
Osaic Holdings
23
Osaic Holdings
Arizona
$360K 31,141 +31,141 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$342K 29,618 -2,850 -9%
SBIA
25
Sheaff Brock Investment Advisors
Indiana
$296K 25,591 -2,000 -7%
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