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Nuveen S&P 500 Dynamic Overwrite Fund

50 hedge funds and large institutions have $67.3M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
22
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.38M 558,959 +7,932 +1%
UBS Group
2
UBS Group
Switzerland
$7.26M 432,944 -969 -0.2%
GC
3
Guggenheim Capital
Illinois
$4.82M 287,062 +7,851 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.72M 281,157 +263 +0.1%
1CP
5
1607 Capital Partners
Virginia
$4.6M 273,882 +29,111 +12%
Invesco
6
Invesco
Georgia
$4.14M 246,743 +16,703 +7%
SFS
7
Shaker Financial Services
Virginia
$4.05M 237,733 +14,369 +6%
AWS
8
Atria Wealth Solutions
New York
$3.96M 236,132 -838 -0.4%
Morgan Stanley
9
Morgan Stanley
New York
$3.44M 205,159 +11,570 +6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.28M 136,023 +1,032 +0.8%
LPL Financial
11
LPL Financial
California
$2.04M 121,463 +5,959 +5%
CA
12
Cornerstone Advisors
North Carolina
$1.83M 108,805 -107,628 -50%
WAM
13
Wolverine Asset Management
Illinois
$1.52M 90,482 -27,135 -23%
Bank of America
14
Bank of America
North Carolina
$1.12M 66,754 +1,946 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.12M 66,741 +2,168 +3%
AAM
16
Advisors Asset Management
Colorado
$1.07M 63,701 +5,946 +10%
DC
17
Davenport & Co
Virginia
$982K 58,520 -1,723 -3%
PAG
18
Private Advisor Group
New Jersey
$802K 47,783 +807 +2%
SDAM
19
Shulman DeMeo Asset Management
New York
$791K 47,122 -37 -0.1%
TWP
20
Tyche Wealth Partners
Texas
$750K 44,681 +2,772 +7%
RJA
21
Raymond James & Associates
Florida
$711K 42,395 +16,999 +67%
Osaic Holdings
22
Osaic Holdings
Arizona
$705K 42,023 -5,847 -12%
Ameriprise
23
Ameriprise
Minnesota
$695K 41,434 +1,102 +3%
FFG
24
Fortem Financial Group
California
$638K 38,004
GWSG
25
GPS Wealth Strategies Group
Colorado
$438K 26,090