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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

49 hedge funds and large institutions have $68.5M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.93M
2
Invesco
2
Invesco
Georgia
$5.34M
3
IAA
3
Independent Advisor Alliance
North Carolina
$315K
4
LPL Financial
4
LPL Financial
California
$2.42M
5
UBS Group
5
UBS Group
Switzerland
$7.93M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$411K
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
1CP
3
1607 Capital Partners
Virginia
$3.7M
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
Wells Fargo
5
Wells Fargo
California
$9.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.63M 542,670 -16,289 -3%
UBS Group
2
UBS Group
Switzerland
$7.93M 446,807 +13,863 +3%
Raymond James Financial
3
Raymond James Financial
Florida
$5.93M 334,202 +334,202 New
Invesco
4
Invesco
Georgia
$5.34M 300,573 +53,830 +22%
GC
5
Guggenheim Capital
Illinois
$5.29M 298,075 +11,013 +4%
SFS
6
Shaker Financial Services
Virginia
$4.36M 245,444 +7,711 +3%
AWS
7
Atria Wealth Solutions
New York
$4.18M 235,474 -658 -0.3%
Morgan Stanley
8
Morgan Stanley
New York
$3.87M 217,818 +12,659 +6%
1CP
9
1607 Capital Partners
Virginia
$3.7M 208,686 -65,196 -24%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.51M 141,254 +5,231 +4%
LPL Financial
11
LPL Financial
California
$2.42M 136,117 +14,654 +12%
Bank of America
12
Bank of America
North Carolina
$1.19M 67,101 +347 +0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.18M 66,178 -563 -0.8%
AAM
14
Advisors Asset Management
Colorado
$1.11M 62,485 -1,216 -2%
DC
15
Davenport & Co
Virginia
$1.02M 57,310 -1,210 -2%
SDAM
16
Shulman DeMeo Asset Management
New York
$836K 47,082 -40 -0.1%
PAG
17
Private Advisor Group
New Jersey
$769K 43,296 -4,487 -9%
TWP
18
Tyche Wealth Partners
Texas
$766K 43,173 -1,508 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$738K 41,598 -425 -1%
Ameriprise
20
Ameriprise
Minnesota
$710K 40,018 -1,416 -3%
FFG
21
Fortem Financial Group
California
$675K 38,004 – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$492K 27,737 +3,035 +12%
GWSG
23
GPS Wealth Strategies Group
Colorado
$463K 26,090 – –
CA
24
Cornerstone Advisors
North Carolina
$411K 23,140 -85,665 -79%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$366K 20,637 +4,176 +25%
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