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Nuveen S&P 500 Dynamic Overwrite Fund

50 hedge funds and large institutions have $58.5M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
16
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.02M 512,238 +13,889 +3%
UBS Group
2
UBS Group
Switzerland
$5.1M 325,518 +9,489 +3%
Morgan Stanley
3
Morgan Stanley
New York
$5.06M 323,286 -4,889 -1%
HWM
4
Howard Wealth Management
Connecticut
$4.72M 301,673 -499 -0.2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.67M 298,218 +22,057 +8%
Invesco
6
Invesco
Georgia
$4.55M 290,648 -10,934 -4%
AWS
7
Atria Wealth Solutions
New York
$3.49M 223,146 +223,146 New
AAM
8
Advisors Asset Management
Colorado
$2.97M 189,415 +48,179 +34%
LPL Financial
9
LPL Financial
California
$2.68M 170,800 +47,500 +39%
Bank of America
10
Bank of America
North Carolina
$2M 127,742 +90,240 +241%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.86M 118,899 +27,519 +30%
ACP
12
Aviance Capital Partners
Florida
$1.69M 107,639 +15,673 +17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.2M 76,635 +7,475 +11%
GC
14
Guggenheim Capital
Illinois
$1.04M 66,070 +2,993 +5%
DC
15
Davenport & Co
Virginia
$960K 61,299 +25 +0%
Ameriprise
16
Ameriprise
Minnesota
$881K 56,226 -1,275 -2%
DADC
17
D.A. Davidson & Co
Montana
$851K 54,330 -16,761 -24%
SDAM
18
Shulman DeMeo Asset Management
New York
$768K 49,015 -306 -0.6%
RJA
19
Raymond James & Associates
Florida
$531K 33,932 -10,713 -24%
WWM
20
Western Wealth Management
Colorado
$493K 31,564 +44 +0.1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$468K 29,917 +113 +0.4%
Osaic Holdings
22
Osaic Holdings
Arizona
$391K 24,977 +7,962 +47%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$387K 24,701 -701 -3%
GWSG
24
GPS Wealth Strategies Group
Colorado
$386K 24,659 +13,705 +125%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$328K 20,949 -223 -1%