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Nuveen S&P 500 Dynamic Overwrite Fund

52 hedge funds and large institutions have $63M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
14
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.96M 498,349 +59,313 +14%
Morgan Stanley
2
Morgan Stanley
New York
$5.9M 328,175 +12,297 +4%
UBS Group
3
UBS Group
Switzerland
$5.68M 316,029 +13,879 +5%
HWM
4
Howard Wealth Management
Connecticut
$5.43M 302,172 -1,344 -0.4%
Invesco
5
Invesco
Georgia
$5.42M 301,582 -36,670 -11%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.96M 276,161 +10,620 +4%
SFS
7
Shaker Financial Services
Virginia
$4.78M 266,218 +23,715 +10%
AAM
8
Advisors Asset Management
Colorado
$2.54M 141,236 +83,766 +146%
LPL Financial
9
LPL Financial
California
$2.22M 123,300 +1,154 +0.9%
ACP
10
Aviance Capital Partners
Florida
$1.65M 91,966 +15,560 +20%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.64M 91,380 -21,880 -19%
DADC
12
D.A. Davidson & Co
Montana
$1.28M 71,091 -891 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.24M 69,160 -1,450 -2%
GC
14
Guggenheim Capital
Illinois
$1.13M 63,077 +48,372 +329%
DC
15
Davenport & Co
Virginia
$1.1M 61,274
Ameriprise
16
Ameriprise
Minnesota
$1.03M 57,501 +2,254 +4%
SDAM
17
Shulman DeMeo Asset Management
New York
$886K 49,321 -3,296 -6%
RJA
18
Raymond James & Associates
Florida
$802K 44,645 +6,830 +18%
Bank of America
19
Bank of America
North Carolina
$674K 37,502 +261 +0.7%
WWM
20
Western Wealth Management
Colorado
$566K 31,520 +15,260 +94%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$535K 29,804 -500 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$456K 25,402 +25,402 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$380K 21,172 -6,517 -24%
Truist Financial
24
Truist Financial
North Carolina
$366K 20,344
Stifel Financial
25
Stifel Financial
Missouri
$364K 20,274 -38,358 -65%