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Invesco S&P 500 BuyWrite ETF

71 hedge funds and large institutions have $135M invested in Invesco S&P 500 BuyWrite ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
28
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Axa
26
Axa
France
$1.18M -$8.3K -390 -0.7%
CRC
27
Curi RMB Capital
Illinois
$1.13M +$280K +13,136 +33%
WI
28
Wintrust Investments
Illinois
$1.12M +$1.12M +52,835 New
SWP
29
Stratos Wealth Partners
Ohio
$1.03M -$116K -5,463 -10%
Citadel Advisors
30
Citadel Advisors
Florida
$998K +$148K +6,951 +17%
MFS
31
MSI Financial Services
Massachusetts
$943K +$373K +17,547 +66%
FAM
32
Flaharty Asset Management
Florida
$933K +$933K +43,555 New
AWMG
33
Alliance Wealth Management Group
New Jersey
$829K +$829K +38,905 New
RIA
34
Regal Investment Advisors
Michigan
$737K +$85.6K +4,023 +13%
WI
35
WrapManager Inc
California
$702K +$309K +14,546 +79%
AAM
36
Advisors Asset Management
Colorado
$685K -$27.5K -1,294 -4%
BPM
37
Bowling Portfolio Management
Ohio
$512K +$21.4K +1,007 +4%
Stifel Financial
38
Stifel Financial
Missouri
$479K +$48.1K +2,253 +11%
FHB
39
First Hawaiian Bank
Hawaii
$478K +$478K +22,478 New
IA
40
IFP Advisors
Florida
$469K -$245K -11,519 -34%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$461K
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$454K +$454K +21,345 New
MLM
43
Mount Lucas Management
Pennsylvania
$440K +$7.86K +370 +2%
Goldman Sachs
44
Goldman Sachs
New York
$407K -$62.5K -2,935 -13%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$358K
VKH
46
Virtu KCG Holdings
New York
$351K +$351K +16,499 New
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$324K -$58.8K -2,766 -15%
FIM
48
Freedom Investment Management
Connecticut
$319K +$8.23K +387 +3%
MFP
49
Mosaic Financial Partners
California
$312K
HPWM
50
Highland Private Wealth Management
Washington
$293K