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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

44 hedge funds and large institutions have $61.5M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
15
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$6.29M
2
SDAM
2
Shulman DeMeo Asset Management
New York
$979K
3
Ameriprise
3
Ameriprise
Minnesota
$1.03M
4
UBS Group
4
UBS Group
Switzerland
$5.62M
5
AAM
5
Advisors Asset Management
Colorado
$1.07M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$274K
2
Morgan Stanley
2
Morgan Stanley
New York
$5.88M
3
Wells Fargo
3
Wells Fargo
California
$8.17M
4
RJA
4
Raymond James & Associates
Florida
$703K
5
OFG
5
OTA Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.17M 439,036 -37,050 -8%
Invesco
2
Invesco
Georgia
$6.29M 338,252 +77,022 +29%
Morgan Stanley
3
Morgan Stanley
New York
$5.88M 315,878 -37,951 -11%
HWM
4
Howard Wealth Management
Connecticut
$5.65M 303,516 +5,118 +2%
UBS Group
5
UBS Group
Switzerland
$5.62M 302,150 +32,253 +12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.94M 265,541 +1,330 +0.5%
SFS
7
Shaker Financial Services
Virginia
$4.51M 242,503 +21,075 +10%
LPL Financial
8
LPL Financial
California
$2.27M 122,146 +14,539 +14%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.11M 113,260 +3,724 +3%
ACP
10
Aviance Capital Partners
Florida
$1.42M 76,406 +2,850 +4%
DADC
11
D.A. Davidson & Co
Montana
$1.34M 71,982 -386 -0.5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.31M 70,610 +4,167 +6%
DC
13
Davenport & Co
Virginia
$1.14M 61,274 -1,275 -2%
Stifel Financial
14
Stifel Financial
Missouri
$1.09M 58,632 -2,157 -4%
AAM
15
Advisors Asset Management
Colorado
$1.07M 57,470 +24,311 +73%
Ameriprise
16
Ameriprise
Minnesota
$1.03M 55,247 +32,484 +143%
SDAM
17
Shulman DeMeo Asset Management
New York
$979K 52,617 +52,617 New
RJA
18
Raymond James & Associates
Florida
$703K 37,815 -16,910 -31%
Bank of America
19
Bank of America
North Carolina
$693K 37,241 +7,929 +27%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$563K 30,304 -778 -3%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$515K 27,689 -5,721 -17%
Osaic Holdings
22
Osaic Holdings
Arizona
$466K 25,010 -7,528 -23%
WAM
23
Wolverine Asset Management
Illinois
$437K 23,520 +9,136 +64%
Truist Financial
24
Truist Financial
North Carolina
$378K 20,344 -2,601 -11%
SBIA
25
Sheaff Brock Investment Advisors
Indiana
$376K 20,222 +90 +0.4%
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