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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

52 hedge funds and large institutions have $77.8M invested in Invesco S&P 500 BuyWrite ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
18
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCB
1
United Community Bank
South Carolina
$11.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.6M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.96M
4
MCM
4
MAI Capital Management
Ohio
$9.25M
5
SF
5
Synovus Financial
Georgia
$4.26M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$63.2K
2
RA
2
RiverTree Advisors
Florida
$0
3
PCA
3
Prosperity Capital Advisors
Ohio
$0
4
CFB
4
Cullen/Frost Bankers
Texas
$1.7M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAP
26
Arax Advisory Partners
Colorado
$340K 15,568 +456 +3%
MHS
27
M Holdings Securities
Oregon
$327K 14,950 +14,950 New
Corient Private Wealth
28
Corient Private Wealth
Florida
$315K 14,395 – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$309K 14,139 -445 -3%
DAS
30
Dynamic Advisor Solutions
Arizona
$281K 12,852 +3,552 +38%
LFAS
31
Level Four Advisory Services
Texas
$264K 12,071 -1,093 -8%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$219K 10,001 +31 +0.3%
OIA
33
OneDigital Investment Advisors
Kansas
$202K 9,240 +9,240 New
CAL
34
Capital Advisors Ltd
Ohio
$164K 7,522 +21 +0.3%
PWA
35
Provenance Wealth Advisors
Florida
$153K 6,981 -9,167 -57%
MWM
36
MGB Wealth Management
Texas
$131K 6,000 – –
PCA
37
Providence Capital Advisors
North Carolina
$76.5K 3,500 +3,500 New
Osaic Holdings
38
Osaic Holdings
Arizona
$63.2K 2,695 -631,884 -100%
AF
39
Advisornet Financial
Minnesota
$59.4K 2,715 – –
PWA
40
Physician Wealth Advisors
Utah
$29K 1,326 – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$20.3K 930 +868 +1,400%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$19.7K 899 -23 -2%
RL
43
Rogco LP
Oklahoma
$18.2K 832 – –
AIP
44
Ameritas Investment Partners
Nebraska
$17.3K 792 – –
HI
45
Harbour Investments
Wisconsin
$13K 596 – –
SAM
46
Smartleaf Asset Management
Massachusetts
$10.8K 492 +331 +206%
SIC
47
Salem Investment Counselors
North Carolina
$9.29K 425 +100 +31%
SPIA
48
Steward Partners Investment Advisory
New York
$7.54K 345 +345 New
William Blair & Company
49
William Blair & Company
Illinois
$2.36K 108 – –
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$1.95K 92 – –
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