We are live on ! Find out more
PBP icon

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
Stifel Financial
26
Stifel Financial
Missouri
$440K -$119K -5,226 -21%
HighTower Advisors
27
HighTower Advisors
Illinois
$401K -$151K -6,658 -27%
AAP
28
Arax Advisory Partners
Colorado
$376K +$8.53K +376 +2%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$375K +$105K +4,617 +37%
Corient Private Wealth
30
Corient Private Wealth
Florida
$313K -$323K -14,224 -50%
DAS
31
Dynamic Advisor Solutions
Arizona
$304K -$5.62K -248 -2%
FCBT
32
First Citizens Bank & Trust
North Carolina
$302K +$311K +13,727 New
CFG
33
Citizens Financial Group
Rhode Island
$299K +$42.2K +1,859 +16%
RCP
34
Roan Capital Partners
Tennessee
$266K +$274K +12,092 New
TCP
35
TMB Capital Partners
Arkansas
$263K +$18.5K +816 +7%
LFAS
36
Level Four Advisory Services
Texas
$256K -$10K -442 -4%
KAS
37
Kestra Advisory Services
Texas
$254K +$21.3K +941 +9%
OMC
38
Old Mission Capital
Illinois
$249K +$256K +11,306 New
Jane Street
39
Jane Street
New York
$240K +$247K +10,896 New
OIA
40
OneDigital Investment Advisors
Kansas
$212K
CAL
41
Capital Advisors Ltd
Ohio
$167K +$454 +20 +0.3%
PWA
42
Provenance Wealth Advisors
Florida
$154K
IWP
43
IAG Wealth Partners
Wisconsin
$152K +$157K +6,917 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$99.9K +$68.2K +3,008 +196%
AF
45
Advisornet Financial
Minnesota
$59.7K
Osaic Holdings
46
Osaic Holdings
Arizona
$52.2K -$9.82M -432,896 -99%
FFA
47
Founders Financial Alliance
North Carolina
$31.9K +$32.9K +1,451 New
PWA
48
Physician Wealth Advisors
Utah
$29.2K
SFG
49
Strive Financial Group
Indiana
$19K
AIP
50
Ameritas Investment Partners
Nebraska
$17.4K