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Main BuyWrite ETF

27 hedge funds and large institutions have $240M invested in Main BuyWrite ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

80% more capital invested

Capital invested by funds: $133M → $240M (+$107M)

35.57% more ownership

Funds ownership: 82.27%117.84% (+36%)

35% more funds holding

Funds holding: 2027 (+7)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
9
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MM
1
Main Management
California
$77.1M +$7.38M +562,114 +11%
OPS
2
Orion Portfolio Solutions
Nebraska
$75.5M +$11M +836,467 +17%
BCI
3
Brinker Capital Investments
Pennsylvania
$75.5M +$74.8M +5,699,434 New
EA
4
Echo45 Advisors
California
$3.17M +$3.14M +239,479 New
Osaic Holdings
5
Osaic Holdings
Arizona
$2.39M +$1.22M +93,218 +107%
CAP
6
Columbia Advisory Partners
Washington
$1.69M +$1.68M +127,661 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.39M +$378K +28,762 +38%
AFA
8
Atlas Financial Advisors
California
$703K +$697K +53,130 New
WP
9
WealthPLAN Partners
Nebraska
$500K +$1.18K +90 +0.2%
MA
10
Mutual Advisors
Nebraska
$364K -$29.5K -2,246 -8%
CA
11
Cetera Advisors
Colorado
$321K +$17.4K +1,329 +6%
Goldman Sachs
12
Goldman Sachs
New York
$280K +$277K +21,115 New
TC
13
TownSquare Capital
Utah
$265K +$263K +20,002 New
CW
14
CreativeOne Wealth
Kansas
$240K -$22K -1,676 -8%
WTC
15
WhitTier Trust Company
Nevada
$211K
Citadel Advisors
16
Citadel Advisors
Florida
$196K +$194K +14,786 New
AWS
17
Atria Wealth Solutions
New York
$173K +$7.6K +579 +5%
IFG
18
Independent Financial Group
California
$157K +$155K +11,833 New
LPL Financial
19
LPL Financial
California
$150K +$13.7K +1,047 +10%
HI
20
Harbour Investments
Wisconsin
$36.3K +$998 +76 +3%
UBS Group
21
UBS Group
Switzerland
$5.38K +$5.33K +406 New
AssetMark Inc
22
AssetMark Inc
California
$5.35K +$5.3K +404 New
AF
23
Allworth Financial
California
$4.68K +$4.65K +354 New
IA
24
IFP Advisors
Florida
$4.01K -$1.59K -121 -28%
Bessemer Group
25
Bessemer Group
New Jersey
$2K +$1.65K +126 New

BUYW Hedge Fund Activity: Q1 2023 in Review

27 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Main BuyWrite ETF (BUYW) for Q1 2023, worth a combined $240M — up 80% from $133M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUYW positions and 7 closed out — a net gain of 7 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $74.8M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $501K sold.

  • 27 institutional investors held Main BuyWrite ETF (BUYW) as of Q1 2023, up from 20 in Q4 2022.
  • Funds reported $240M of Main BuyWrite ETF stock for Q1 2023, up 80% quarter-over-quarter.
  • 14 funds opened new Main BuyWrite ETF positions in Q1 2023 and 7 closed out, a net change of +7 holders.
  • The largest Main BuyWrite ETF buyer in Q1 2023 was Brinker Capital Investments, an estimated $74.8M added.
  • The largest Main BuyWrite ETF seller in Q1 2023 was WealthPlan Investment Management, an estimated $501K sold.

Based on aggregated 13F filings for Q1 2023.