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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

53 hedge funds and large institutions have $63.7M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
14
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$4.41M
2
1CP
2
1607 Capital Partners
Virginia
$1.36M
3
WAM
3
Wolverine Asset Management
Illinois
$1.97M
4
AWS
4
Atria Wealth Solutions
New York
$3.83M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$331K

Top Sellers

1
HWM
1
Howard Wealth Management
Connecticut
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.17M
3
Wells Fargo
3
Wells Fargo
California
$8.66M
4
AAM
4
Advisors Asset Management
Colorado
$1.05M
5
Bank of America
5
Bank of America
North Carolina
$901K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.66M 552,420 -51,654 -9%
UBS Group
2
UBS Group
Switzerland
$6.68M 426,396 +6,821 +2%
SFS
3
Shaker Financial Services
Virginia
$4.41M 275,950 +89,293 +48%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.38M 279,543 +10,129 +4%
GC
5
Guggenheim Capital
Illinois
$4.06M 258,897 +18,377 +8%
AWS
6
Atria Wealth Solutions
New York
$3.83M 244,363 +23,678 +11%
Invesco
7
Invesco
Georgia
$3.82M 243,784 -1,249 -0.5%
CA
8
Cornerstone Advisors
North Carolina
$3.39M 216,433 -1,900 -0.9%
Morgan Stanley
9
Morgan Stanley
New York
$3.17M 202,400 -236,532 -54%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.12M 135,001 +131 +0.1%
LPL Financial
11
LPL Financial
California
$2.04M 130,183 -6,998 -5%
WAM
12
Wolverine Asset Management
Illinois
$1.97M 125,837 +73,512 +140%
1CP
13
1607 Capital Partners
Virginia
$1.36M 87,002 +87,002 New
LCM
14
Landscape Capital Management
New Jersey
$1.17M 74,680 +12,928 +21%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.09M 69,455 -4,042 -5%
AAM
16
Advisors Asset Management
Colorado
$1.05M 67,170 -40,175 -37%
DC
17
Davenport & Co
Virginia
$949K 60,543 -1,011 -2%
Bank of America
18
Bank of America
North Carolina
$901K 57,520 -28,499 -33%
Osaic Holdings
19
Osaic Holdings
Arizona
$749K 47,823 -259 -0.5%
PAG
20
Private Advisor Group
New Jersey
$748K 47,741 +10,210 +27%
SDAM
21
Shulman DeMeo Asset Management
New York
$740K 47,214 -208 -0.4%
TWP
22
Tyche Wealth Partners
Texas
$656K 41,858 -2,741 -6%
Ameriprise
23
Ameriprise
Minnesota
$561K 35,790 -1,743 -5%
FFG
24
Fortem Financial Group
California
$467K 29,791 +1,344 +5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$422K 26,907 +653 +2%
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