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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

61 hedge funds and large institutions have $137M invested in Invesco S&P 500 BuyWrite ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
22
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$59.5M
2
RJA
2
Raymond James & Associates
Florida
$3.58M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.49M
4
BCM
4
Brookstone Capital Management
Illinois
$1.34M
5
UBS Group
5
UBS Group
Switzerland
$5.64M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$0
2
PSI
2
Pinnacle Summer Investments
Virginia
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$11.8M
4
AI
4
Atria Investments
North Carolina
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPM
26
Bowling Portfolio Management
Ohio
$506K -$5.25K -250 -1%
CAL
27
Capital Advisors Ltd
Ohio
$382K +$221K +10,497 +137%
MFP
28
Mosaic Financial Partners
California
$370K +$5.03K +239 +1%
ONB
29
Old National Bancorp
Indiana
$316K – – –
CAN
30
Cetera Advisor Networks
California
$314K – – –
HH
31
Hilltop Holdings
Texas
$261K +$261K +12,417 New
FIM
32
Freedom Investment Management
Connecticut
$260K +$260K +12,353 New
LWA
33
Lenox Wealth Advisors
New York
$253K +$400 +19 +0.2%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$248K – – –
AWA
35
Arete Wealth Advisors
Illinois
$237K +$237K +11,287 New
Truist Financial
36
Truist Financial
North Carolina
$234K +$234K +11,115 New
CFA
37
Carroll Financial Associates
North Carolina
$231K +$84K +4,000 +57%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$214K +$6.12K +291 +3%
WS
39
Wedbush Securities
California
$210K – – –
AIG
40
American International Group
New York
$183K -$199K -9,448 -52%
Invesco
41
Invesco
Georgia
$177K +$50.6K +2,408 +40%
MA
42
MUFG Americas
New York
$120K -$92.1K -4,400 -43%
Citigroup
43
Citigroup
New York
$108K -$20.7K -984 -16%
NFG
44
Next Financial Group
Texas
$27K – – –
IWC
45
Integrated Wealth Counsel
California
$26K -$125K -6,000 -83%
AIP
46
Ameritas Investment Partners
Nebraska
$22K -$1.94K -95 -8%
CFA
47
Camarda Financial Advisors
Florida
$21K – – –
TFA
48
Transamerica Financial Advisors
Florida
$20K +$19.6K +895 +4,711%
CTC
49
Central Trust Company
Missouri
$16K +$16K +782 New
WEC
50
Winslow Evans & Crocker
Massachusetts
$16K +$16K +760 New
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