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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

49 hedge funds and large institutions have $44.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
17
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.75M
2
WAM
2
Wolverine Asset Management
Illinois
$2.14M
3
Invesco
3
Invesco
Georgia
$3.4M
4
OFG
4
OTA Financial Group
New York
$869K
5
LCM
5
Landscape Capital Management
New Jersey
$393K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$4.44M
2
ICM
2
Ionic Capital Management
New York
$0
3
PAG
3
Private Advisor Group
New Jersey
$589K
4
Stifel Financial
4
Stifel Financial
Missouri
$810K
5
IWA
5
IBEX Wealth Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.42M 421,976 +13,649 +3%
UBS Group
2
UBS Group
Switzerland
$4.44M 345,537 -285,116 -45%
HWM
3
Howard Wealth Management
Connecticut
$4.17M 324,405 -6,444 -2%
SFS
4
Shaker Financial Services
Virginia
$3.75M 291,841 +171,898 +143%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.58M 278,734 +6,149 +2%
Invesco
6
Invesco
Georgia
$3.4M 264,772 +64,878 +32%
Morgan Stanley
7
Morgan Stanley
New York
$2.75M 213,792 +8,778 +4%
WAM
8
Wolverine Asset Management
Illinois
$2.14M 166,976 +111,009 +198%
LPL Financial
9
LPL Financial
California
$1.31M 101,894 +19,888 +24%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.15M 89,901 -7,444 -8%
GC
11
Guggenheim Capital
Illinois
$1.09M 84,908 +55 +0.1%
ACP
12
Aviance Capital Partners
Florida
$1.08M 83,888 -664 -0.8%
OFG
13
OTA Financial Group
New York
$869K 67,732 +32,995 +95%
Stifel Financial
14
Stifel Financial
Missouri
$810K 63,053 -35,491 -36%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$799K 62,229 -2,063 -3%
SDAM
16
Shulman DeMeo Asset Management
New York
$789K 61,414 -490 -0.8%
DC
17
Davenport & Co
Virginia
$730K 56,851 -300 -0.5%
PAG
18
Private Advisor Group
New Jersey
$589K 45,886 -44,250 -49%
AAM
19
Advisors Asset Management
Colorado
$583K 45,398 -1,097 -2%
RJA
20
Raymond James & Associates
Florida
$467K 36,349 +4,505 +14%
Osaic Holdings
21
Osaic Holdings
Arizona
$412K 32,144 +1,003 +3%
SBIA
22
Sheaff Brock Investment Advisors
Indiana
$402K 31,291 +5,700 +22%
LCM
23
Landscape Capital Management
New Jersey
$393K 30,573 +30,573 New
Bank of America
24
Bank of America
North Carolina
$358K 27,909 -12,177 -30%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$358K 27,379 +27,379 New
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