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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

63 hedge funds and large institutions have $141M invested in Invesco S&P 500 BuyWrite ETF in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Sterling Capital Management
North Carolina
$4.18M
2
Wells Fargo
2
Wells Fargo
California
$59.6M
3
PFG
3
Pacific Financial Group
Washington
$1.36M
4
ACM
4
Aviance Capital Management
Florida
$1.3M
5
Bank of America
5
Bank of America
North Carolina
$12.1M

Top Sellers

1
SFM
1
Signet Financial Management
New Jersey
$1.01M
2
BCM
2
Brookstone Capital Management
Illinois
$1K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$382K
4
ECM
4
ETrade Capital Management
Virginia
$6.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
MSI Financial Services
Massachusetts
$563K +$11.5K +568 +2%
Ameriprise
27
Ameriprise
Minnesota
$541K +$541K +26,794 New
BPM
28
Bowling Portfolio Management
Ohio
$486K – – –
FIG
29
FundX Investment Group
California
$404K +$404K +20,000 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$382K -$562K -27,846 -60%
MFP
31
Mosaic Financial Partners
California
$359K +$4.49K +223 +1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$344K +$139K +6,879 +68%
PAG
33
Private Advisor Group
New Jersey
$342K +$342K +16,928 New
FIM
34
Freedom Investment Management
Connecticut
$340K +$150K +9,705 +79%
Citigroup
35
Citigroup
New York
$336K +$233K +11,525 +225%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$298K +$298K +14,790 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$288K +$288K +14,256 New
ONB
38
Old National Bancorp
Indiana
$281K -$22.8K -1,130 -8%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$238K – – –
CFA
40
Carroll Financial Associates
North Carolina
$228K – – –
AAM
41
Advisors Asset Management
Colorado
$223K +$219K +10,874 +6,249%
FAAS
42
First Allied Advisory Services
California
$222K +$222K +11,082 New
Truist Financial
43
Truist Financial
North Carolina
$220K -$4.55K -225 -2%
WS
44
Wedbush Securities
California
$202K – – –
LWA
45
Lenox Wealth Advisors
New York
$196K -$47.1K -2,328 -19%
WRM
46
Westport Resources Management
Connecticut
$179K +$179K +8,892 New
AIG
47
American International Group
New York
$176K +$706 +35 +0.4%
MA
48
MUFG Americas
New York
$116K – – –
Creative Planning
49
Creative Planning
Kansas
$107K +$107K +5,315 New
NFG
50
Next Financial Group
Texas
$26K – – –
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2
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