PBP icon

Invesco S&P 500 BuyWrite ETF
PBP

Overview Fund Activity

78 hedge funds and large institutions have $139M invested in Invesco S&P 500 BuyWrite ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
29
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
Hilltop Holdings
Texas
$5.89M
2
MLM
Mount Lucas Management
Pennsylvania
$4.91M
3
NR
Newfound Research
Massachusetts
$6.59M
4
MML Investors Services
MML Investors Services
Massachusetts
$2M
5
Bank of America
Bank of America
North Carolina
$7.36M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
$0
2
ECM
ETrade Capital Management
Virginia
$3.01M
3
QAM
Q3 Asset Management
Michigan
$0
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.67M
5
Morgan Stanley
Morgan Stanley
New York
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
26
Kingsview Wealth Management
Oregon
$1.6M -$203K -9,625 -11%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.37M +$963K +45,677 +238%
SFM
28
Signet Financial Management
New Jersey
$1.28M +$99K +4,693 +8%
SWP
29
Stratos Wealth Partners
Ohio
$1.28M +$87.6K +4,155 +7%
WI
30
WrapManager Inc
California
$1.15M +$92.7K +4,398 +9%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.05M +$227K +10,776 +28%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.05M +$1.05M +49,780 New
Axa
33
Axa
France
$995K +$99.1K +4,700 +11%
APA
34
American Portfolios Advisors
New York
$984K -$1.27K -60 -0.1%
AF
35
Advisornet Financial
Minnesota
$938K +$95.6K +4,535 +11%
ACM
36
Aviance Capital Management
Florida
$912K -$89.8K -4,258 -9%
PFS
37
Prospera Financial Services
Texas
$889K +$679K +32,193 +323%
RIA
38
Regal Investment Advisors
Michigan
$677K -$20.6K -977 -3%
FAM
39
Flaharty Asset Management
Florida
$662K -$128K -6,200 -16%
BIA
40
Bigelow Investment Advisors
Maine
$554K -$339K -16,100 -38%
SMFS
41
Squar Milner Financial Services
California
$549K -$59.5K -2,820 -10%
Ameriprise
42
Ameriprise
Minnesota
$546K -$582K -22,573 -52%
VCM
43
Virtue Capital Management
Tennessee
$470K +$208K +9,775 +79%
BPM
44
Bowling Portfolio Management
Ohio
$461K -$906 -43 -0.2%
Truist Financial
45
Truist Financial
North Carolina
$375K -$25.3K -1,200 -6%
CL
46
CPWM LLC
Washington
$355K +$355K +16,832 New
VF
47
Virtu Financial
New York
$300K +$63.2K +2,992 +27%
MM
48
Main Management
California
$292K +$292K +13,844 New
SCM
49
Southport Capital Management
Tennessee
$285K -$155K -7,341 -35%
MFP
50
Mosaic Financial Partners
California
$267K -$36.4K -1,732 -12%
1
2
3 4