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Nuveen S&P 500 Dynamic Overwrite Fund

49 hedge funds and large institutions have $59.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $59M → $59.1M (+$117K)

0.89% less ownership

Funds ownership: 19.45%18.56% (-0.89%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

4% less funds holding

Funds holding: 5149 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$9.9M -$128K -7,608 -1%
UBS Group
2
UBS Group
Switzerland
$7.02M -$237K -14,093 -3%
Raymond James Financial
3
Raymond James Financial
Florida
$6.11M -$116K -6,924 -2%
Invesco
4
Invesco
Georgia
$5.32M +$424K +25,257 +9%
LPL Financial
5
LPL Financial
California
$4.45M +$1.56M +92,741 +59%
Morgan Stanley
6
Morgan Stanley
New York
$3.79M +$29.8K +1,774 +0.8%
GC
7
Guggenheim Capital
Illinois
$3.09M -$845K -50,288 -22%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.21M -$109K -6,494 -5%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.88M +$919K +54,714 +106%
Bank of America
10
Bank of America
North Carolina
$1.42M +$247K +14,730 +23%
SFS
11
Shaker Financial Services
Virginia
$1.27M +$1.19M +71,075 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.19M -$15.6K -930 -1%
AAM
13
Advisors Asset Management
Colorado
$1.1M -$6.45K -384 -0.6%
FFG
14
Fortem Financial Group
California
$1.04M +$65.3K +3,886 +7%
DC
15
Davenport & Co
Virginia
$949K -$63K -3,750 -7%
SDAM
16
Shulman DeMeo Asset Management
New York
$830K -$1.26K -75 -0.2%
TWP
17
Tyche Wealth Partners
Texas
$793K +$25.3K +1,508 +3%
PAG
18
Private Advisor Group
New Jersey
$697K +$14.9K +885 +2%
Ameriprise
19
Ameriprise
Minnesota
$689K -$43.4K -2,583 -6%
1CP
20
1607 Capital Partners
Virginia
$613K -$738K -43,906 -56%
IA
21
IFP Advisors
Florida
$528K +$148K +8,810 +42%
GWSG
22
GPS Wealth Strategies Group
Colorado
$463K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$445K +$1.51K +90 +0.4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$358K -$12.3K -735 -4%
AF
25
Allworth Financial
California
$341K +$300K +17,863 +1,331%