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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

55 hedge funds and large institutions have $185M invested in Invesco S&P 500 BuyWrite ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
21
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$47.3M
2
Wells Fargo
2
Wells Fargo
California
$53M
3
Bank of America
3
Bank of America
North Carolina
$13.3M
4
AI
4
Atria Investments
North Carolina
$1.78M
5
SCM
5
Sterling Capital Management
North Carolina
$1.77M

Top Sellers

1
IWC
1
Integrated Wealth Counsel
California
$190K
2
SAM
2
Stringer Asset Management
Tennessee
$687K
3
ST
3
Sentinel Trust
Texas
$461K
4
ECM
4
ETrade Capital Management
Virginia
$6.6M
5
VKH
5
Virtu KCG Holdings
New York
$210K
Name Market Value Shares Shares
Change 		Shares
Change %
BPM
26
Bowling Portfolio Management
Ohio
$560K 26,456 -116 -0.4%
RIA
27
Regal Investment Advisors
Michigan
$534K 25,221 +2,694 +12%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$493K 23,287 +3,425 +17%
Barclays
29
Barclays
United Kingdom
$481K 22,900 +22,900 New
ST
30
Sentinel Trust
Texas
$461K 21,786 -31,457 -59%
AIG
31
American International Group
New York
$460K 21,739 -3,875 -15%
PI
32
Placemark Investments
Illinois
$372K 17,612 +6,472 +58%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$361K 17,058 +17,058 New
CAN
34
Cetera Advisor Networks
California
$337K 16,017 -512 -3%
FBT
35
Founders Bank & Trust
Michigan
$319K 15,042 +5,979 +66%
MA
36
MUFG Americas
New York
$317K 14,980 +14,980 New
VFS
37
VSR Financial Services
Kansas
$300K 14,169 +1,830 +15%
VKH
38
Virtu KCG Holdings
New York
$210K 9,916 -16,363 -62%
FIM
39
Freedom Investment Management
Connecticut
$210K 9,932 +409 +4%
BTNA
40
Bremer Trust National Association
Minnesota
$202K 9,512 -471 -5%
IWC
41
Integrated Wealth Counsel
California
$190K 8,970 -604,846 -99%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$178K 8,413 +1,451 +21%
Citigroup
43
Citigroup
New York
$174K 8,237 -2,311 -22%
Creative Planning
44
Creative Planning
Kansas
$117K 5,515 +1,200 +28%
OAM
45
Orinda Asset Management
California
$66K 3,095 – –
CFA
46
Carroll Financial Associates
North Carolina
$41K 2,000 -5,000 -71%
WA
47
WFG Advisors
Texas
$30K 1,400 – –
CFA
48
Camarda Financial Advisors
Florida
$21K 1,000 – –
US Bancorp
49
US Bancorp
Minnesota
$17K 809 – –
Deutsche Bank
50
Deutsche Bank
Germany
$12K 571 -1 -0.2%
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