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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

51 hedge funds and large institutions have $59M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$1.44M
2
Wells Fargo
2
Wells Fargo
California
$9.56M
3
LPL Financial
3
LPL Financial
California
$2.67M
4
IA
4
IFP Advisors
Florida
$354K
5
Raymond James Financial
5
Raymond James Financial
Florida
$5.93M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
1CP
2
1607 Capital Partners
Virginia
$1.33M
3
GC
3
Guggenheim Capital
Illinois
$3.8M
4
UBS Group
4
UBS Group
Switzerland
$6.92M
5
Invesco
5
Invesco
Georgia
$4.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.56M 565,633 +22,963 +4%
UBS Group
2
UBS Group
Switzerland
$6.92M 409,651 -37,156 -8%
Raymond James Financial
3
Raymond James Financial
Florida
$5.93M 351,169 +16,967 +5%
Invesco
4
Invesco
Georgia
$4.64M 274,829 -25,744 -9%
AWS
5
Atria Wealth Solutions
New York
$3.94M 233,072 -2,402 -1%
GC
6
Guggenheim Capital
Illinois
$3.8M 224,574 -73,501 -25%
Morgan Stanley
7
Morgan Stanley
New York
$3.58M 212,035 -5,783 -3%
LPL Financial
8
LPL Financial
California
$2.67M 157,845 +21,728 +16%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.22M 131,255 -9,999 -7%
IWC
10
Integrated Wealth Concepts
Massachusetts
$1.44M 85,034 +85,034 New
1CP
11
1607 Capital Partners
Virginia
$1.33M 78,436 -130,250 -62%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.15M 68,088 +1,910 +3%
Bank of America
13
Bank of America
North Carolina
$1.11M 65,405 -1,696 -3%
AAM
14
Advisors Asset Management
Colorado
$1.05M 62,377 -108 -0.2%
DC
15
Davenport & Co
Virginia
$967K 57,247 -63 -0.1%
FFG
16
Fortem Financial Group
California
$922K 54,533 +16,529 +43%
Osaic Holdings
17
Osaic Holdings
Arizona
$869K 51,415 +9,817 +24%
SDAM
18
Shulman DeMeo Asset Management
New York
$792K 46,859 -223 -0.5%
TWP
19
Tyche Wealth Partners
Texas
$730K 43,173 – –
Ameriprise
20
Ameriprise
Minnesota
$700K 41,407 +1,389 +3%
PAG
21
Private Advisor Group
New Jersey
$649K 38,391 -4,905 -11%
GWSG
22
GPS Wealth Strategies Group
Colorado
$441K 26,090 – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$423K 25,005 -2,732 -10%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$354K 20,933 +296 +1%
IA
25
IFP Advisors
Florida
$354K 20,930 +19,930 +1,993%
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