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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

42 hedge funds and large institutions have $70.7M invested in Invesco S&P 500 BuyWrite ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGA
1
Accuvest Global Advisors
Utah
$9.78M
2
Bank of America
2
Bank of America
North Carolina
$7.62M
3
Axa
3
Axa
France
$562K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$877K
5
U
5
UBS
Switzerland
$2.64M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.99M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
ECM
3
ETrade Capital Management
Virginia
$6.99M
4
ST
4
Sentinel Trust
Texas
$2.11M
5
LPL Financial
5
LPL Financial
California
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$233K 11,229 -3,503 -24%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$232K 11,165 -2,098 -16%
FIM
28
Freedom Investment Management
Connecticut
$217K 10,459 -1,345 -11%
Citigroup
29
Citigroup
New York
$165K 7,950 – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$151K 7,294 -4,127 -36%
FBT
31
Founders Bank & Trust
Michigan
$139K 6,970 +1,625 +30%
PSI
32
Pinnacle Summer Investments
Virginia
$102K 4,937 +4,898 +12,559%
OAM
33
Orinda Asset Management
California
$64K 3,095 – –
MFS
34
MSI Financial Services
Massachusetts
$35K 1,680 -565 -25%
SCG
35
Strategic Capital Group
Washington
$30K 1,453 -468 -24%
CEMP
36
Compass Efficient Model Portfolios
Tennessee
$16K 787 -183 -19%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$15K 714 +714 New
MPWT
38
MassMutual Private Wealth & Trust
Connecticut
$10.4K 500 +500 New
WA
39
WFG Advisors
Texas
$8K 400 – –
LWA
40
Lenox Wealth Advisors
New York
$5K 242 – –
NMIS
41
Northwestern Mutual Investment Services
Wisconsin
$3K 135 +135 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
– – -148,152 Closed
RJA
43
Raymond James & Associates
Florida
– – -11,496 Closed
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
– – -10,465 Closed
BIT
45
BlackRock Institutional Trust
California
– – -7,876 Closed
Creative Planning
46
Creative Planning
Kansas
– – -3,435 Closed
TRCT
47
Tower Research Capital (TRC)
New York
– – -300 Closed
Deutsche Bank
48
Deutsche Bank
Germany
$0 1 +1 New
1
2