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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

69 hedge funds and large institutions have $108M invested in Invesco S&P 500 BuyWrite ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
26
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$4.95M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$2.82M
3
VKH
3
Virtu KCG Holdings
New York
$1.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.99M
5
SG
5
StoneX Group
New York
$611K

Top Sellers

1
LWA
1
Lenox Wealth Advisors
New York
$55K
2
Morgan Stanley
2
Morgan Stanley
New York
$7.85M
3
WI
3
Wintrust Investments
Illinois
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$784K
5
FAM
5
Flaharty Asset Management
Florida
$895
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
26
Axa
France
$897K -$324K -14,580 -27%
WB
27
WesBanco Bank
West Virginia
$859K +$597K +26,868 +228%
MML Investors Services
28
MML Investors Services
Massachusetts
$811K +$13.9K +628 +2%
Ameriprise
29
Ameriprise
Minnesota
$807K +$436K +19,760 +118%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$784K -$1.5M -67,665 -66%
AAM
31
Advisors Asset Management
Colorado
$694K -$11.1K -500 -2%
RIA
32
Regal Investment Advisors
Michigan
$672K +$5.87K +264 +0.9%
SG
33
StoneX Group
New York
$611K +$611K +27,480 New
WI
34
WrapManager Inc
California
$610K -$73.2K -3,297 -11%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$529K +$38.3K +1,720 +8%
BPM
36
Bowling Portfolio Management
Ohio
$523K -$6.24K -281 -1%
Stifel Financial
37
Stifel Financial
Missouri
$511K +$6.64K +300 +1%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$502K +$20.1K +905 +4%
MLM
39
Mount Lucas Management
Pennsylvania
$470K +$19.4K +873 +4%
IA
40
IFP Advisors
Florida
$446K -$49.4K -2,221 -10%
Truist Financial
41
Truist Financial
North Carolina
$442K +$442K +19,906 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$393K -$731 -33 -0.2%
MFP
43
Mosaic Financial Partners
California
$326K – – –
SCA
44
Snowden Capital Advisors
New York
$283K -$15.2K -682 -5%
BSAM
45
Blue Sky Asset Management
Colorado
$282K -$565K -25,443 -67%
Prudential Financial
46
Prudential Financial
New Jersey
$278K +$278K +12,530 New
FIM
47
Freedom Investment Management
Connecticut
$211K -$53.1K -2,393 -20%
BCI
48
Brinker Capital Investments
Pennsylvania
$144K -$77.3K -3,478 -35%
Citigroup
49
Citigroup
New York
$134K +$85.5K +3,855 +176%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59K – – –
1
2
3