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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

56 hedge funds and large institutions have $50.7M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
20
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.21M
2
LPL Financial
2
LPL Financial
California
$2.02M
3
Wells Fargo
3
Wells Fargo
California
$7.18M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.05M
5
LCM
5
Landscape Capital Management
New Jersey
$667K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.06M
3
HWM
3
Howard Wealth Management
Connecticut
$4.59M
4
OFG
4
OTA Financial Group
New York
$0
5
PAG
5
Private Advisor Group
New Jersey
$213K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.18M 471,407 +35,636 +8%
HWM
2
Howard Wealth Management
Connecticut
$4.59M 301,100 -20,350 -6%
UBS Group
3
UBS Group
Switzerland
$4.47M 293,094 -14,191 -5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.34M 284,517 +1,719 +0.6%
Morgan Stanley
5
Morgan Stanley
New York
$4.06M 266,524 -23,191 -8%
Invesco
6
Invesco
Georgia
$3.89M 255,472 -12,684 -5%
SFS
7
Shaker Financial Services
Virginia
$3.21M 210,659 +50,867 +32%
LPL Financial
8
LPL Financial
California
$2.02M 132,259 +45,616 +53%
GC
9
Guggenheim Capital
Illinois
$1.24M 81,493 -781 -0.9%
ACP
10
Aviance Capital Partners
Florida
$1.2M 78,844 -2,102 -3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.12M 73,614 -12,468 -14%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.08M 70,846 +3,278 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.05M 68,862 +34,943 +103%
Stifel Financial
14
Stifel Financial
Missouri
$976K 64,046 -2,876 -4%
SDAM
15
Shulman DeMeo Asset Management
New York
$899K 58,979 -2,476 -4%
DC
16
Davenport & Co
Virginia
$883K 57,938 +276 +0.5%
RJA
17
Raymond James & Associates
Florida
$747K 49,030 +10,150 +26%
LCM
18
Landscape Capital Management
New Jersey
$667K 43,785 +15,602 +55%
Osaic Holdings
19
Osaic Holdings
Arizona
$646K 42,442 +3,810 +10%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$640K 42,575 +9,467 +29%
AAM
21
Advisors Asset Management
Colorado
$536K 35,140 -7,720 -18%
DADC
22
D.A. Davidson & Co
Montana
$530K 34,757 +9,204 +36%
SBIA
23
Sheaff Brock Investment Advisors
Indiana
$473K 31,041 +25 +0.1%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$459K 30,136 -140 -0.5%
AA
25
AQR Arbitrage
Connecticut
$439K 28,798 +10,469 +57%
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