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Invesco S&P 500 BuyWrite ETF

57 hedge funds and large institutions have $224M invested in Invesco S&P 500 BuyWrite ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 5457 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.03% less ownership

Funds ownership: 73.74%70.71% (-3%)

8% less capital invested

Capital invested by funds: $244M → $224M (-$20.2M)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SLI
1
Sumitomo Life Insurance
Japan
$137M
Morgan Stanley
2
Morgan Stanley
New York
$17.5M +$1.02M +44,795 +6%
UCB
3
United Community Bank
South Carolina
$10.6M +$33.6K +1,482 +0.3%
MCM
4
MAI Capital Management
Ohio
$10.1M +$491K +21,653 +5%
LPL Financial
5
LPL Financial
California
$4.51M +$262K +11,567 +6%
Bank of America
6
Bank of America
North Carolina
$4.51M -$126K -5,544 -3%
Creative Planning
7
Creative Planning
Kansas
$3.89M +$148K +6,543 +4%
FTS
8
Fifth Third Securities
Ohio
$3.64M +$325K +14,326 +9%
MLM
9
Mount Lucas Management
Pennsylvania
$3.03M +$308K +13,581 +11%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$2.99M +$428K +18,873 +16%
CFB
11
Cullen/Frost Bankers
Texas
$2.63M +$403K +17,752 +17%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.63M +$97.1K +4,283 +4%
Wells Fargo
13
Wells Fargo
California
$2.51M +$1.16M +51,036 +81%
Raymond James Financial
14
Raymond James Financial
Florida
$2.19M +$50K +2,204 +2%
EWM
15
Empirical Wealth Management
Washington
$1.94M -$51.6K -2,275 -3%
Ameriprise
16
Ameriprise
Minnesota
$1.55M -$7.88M -347,660 -83%
OFG
17
Omega Financial Group
California
$1.3M +$28.5K +1,256 +2%
AssetMark Inc
18
AssetMark Inc
California
$1.27M -$32.6K -1,438 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$959K +$83.3K +3,674 +9%
Citadel Advisors
20
Citadel Advisors
Florida
$868K +$895K +39,460 New
MML Investors Services
21
MML Investors Services
Massachusetts
$825K +$148K +6,537 +21%
CTC
22
Central Trust Company
Missouri
$788K -$19.8K -875 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$556K +$49.8K +2,197 +10%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$510K -$1.29K -57 -0.2%
AA
25
AlphaCentric Advisors
Puerto Rico
$463K +$57.3K +2,528 +14%