Invesco S&P 500 BuyWrite ETF
PBP
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.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $62.2M → $70.7M (+$8.47M)
2% more funds holding
Funds holding: 41 → 42 (+1)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0.21% more ownership
Funds ownership: 35.46% → 35.67% (+0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$9.76M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.14M |
| 3 |
Axa
Paris,
France
|
+$561K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$415K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.75M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.96M |
| 3 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
-$594K |
| 4 |
ST
Sentinel Trust
Houston,
Texas
|
-$378K |
| 5 |
LPL Financial
San Diego,
California
|
-$276K |
PBP Hedge Fund Activity: Q4 2013 in Review
42 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q4 2013, worth a combined $70.7M — up 14% from $62.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PBP positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 15 trimmed.
The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $9.76M. The largest seller was Morgan Stanley, cutting an estimated $3.75M.
- 42 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q4 2013, up from 41 in Q3 2013.
- Funds reported $70.7M of Invesco S&P 500 BuyWrite ETF stock for Q4 2013, up 14% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q4 2013 and 6 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 BuyWrite ETF buyer in Q4 2013 was Accuvest Global Advisors, an estimated $9.76M added.
- The largest Invesco S&P 500 BuyWrite ETF seller in Q4 2013 was Morgan Stanley, an estimated $3.75M sold.
Based on aggregated 13F filings for Q4 2013.