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Invesco S&P 500 BuyWrite ETF

56 hedge funds and large institutions have $119M invested in Invesco S&P 500 BuyWrite ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
18
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$655K +$289K +13,942 +79%
MFS
27
MSI Financial Services
Massachusetts
$650K -$156K -7,536 -19%
RJA
28
Raymond James & Associates
Florida
$500K -$6.25M -301,663 -93%
BPM
29
Bowling Portfolio Management
Ohio
$499K
Goldman Sachs
30
Goldman Sachs
New York
$462K -$16.3K -786 -3%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$449K +$449K +21,690 New
Stifel Financial
32
Stifel Financial
Missouri
$442K -$86K -4,137 -16%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$429K -$11K -530 -2%
CRC
34
Curi RMB Capital
Illinois
$383K -$1.42M -68,652 -79%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$369K -$39.7K -1,918 -10%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$349K +$104K +5,016 +42%
CPS
37
Counsel Portfolio Services
Ontario, Canada
$333K +$333K +16,068 New
MLM
38
Mount Lucas Management
Pennsylvania
$333K +$333K +16,068 New
MFP
39
Mosaic Financial Partners
California
$322K -$30.8K -1,486 -9%
AWMS
40
Advocacy Wealth Management Services
Georgia
$321K +$103K +4,990 +47%
FIM
41
Freedom Investment Management
Connecticut
$301K +$52.1K +2,515 +21%
Ameriprise
42
Ameriprise
Minnesota
$297K +$88.3K +4,283 +42%
HPWM
43
Highland Private Wealth Management
Washington
$286K
SCA
44
Snowden Capital Advisors
New York
$278K -$149K -7,200 -35%
MIAN
45
Mariner Independent Advisor Network
Kansas
$264K +$264K +12,742 New
PAG
46
Private Advisor Group
New Jersey
$230K -$358K -17,200 -61%
HPBT
47
High Point Bank & Trust
North Carolina
$134K -$182K -8,743 -58%
AG
48
Advisor Group
Arizona
$56K +$56K +2,746 New
Citigroup
49
Citigroup
New York
$50K -$112K -5,337 -69%
Creative Planning
50
Creative Planning
Kansas
$42K -$20.6K -990 -33%