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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

89 hedge funds and large institutions have $155M invested in Invesco S&P 500 BuyWrite ETF in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+12
Holders Change %
+15.58%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
20
Increased
22
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$7.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.68M
3
HHGA
3
Halbert Hargrove Global Advisors
California
$5.17M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.6M
5
Ameriprise
5
Ameriprise
Minnesota
$9.3M

Top Sellers

1
MLM
1
Mount Lucas Management
Pennsylvania
$0
2
IA
2
IFP Advisors
Florida
$36K
3
QAM
3
Q3 Asset Management
Michigan
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$10.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$266K
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
26
Agilis Partners
Massachusetts
$1.76M +$1.76M +88,878 New
HSA
27
HBK Sorce Advisory
Pennsylvania
$1.66M +$1.66M +83,786 New
SWP
28
Stratos Wealth Partners
Ohio
$1.26M -$35K -1,775 -3%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.1M -$1.03K -52 -0.1%
FTUS
30
Flow Traders U.S.
New York
$1.08M +$1.08M +54,558 New
Axa
31
Axa
France
$1.05M +$108K +5,450 +11%
BCM
32
Brookstone Capital Management
Illinois
$1.04M -$12.5K -632 -1%
SFM
33
Signet Financial Management
New Jersey
$1.03M -$92.8K -4,702 -8%
HighTower Advisors
34
HighTower Advisors
Illinois
$976K -$345K -17,491 -26%
WA
35
Wealthstar Advisors
Texas
$874K -$5.69K -288 -0.6%
WI
36
WrapManager Inc
California
$866K +$97.5K +4,941 +13%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$792K -$569K -28,789 -42%
RIA
38
Regal Investment Advisors
Michigan
$782K +$10.4K +525 +1%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$777K +$777K +39,341 New
F
40
F3Logic
Minnesota
$751K +$751K +37,860 New
EWM
41
Empirical Wealth Management
Washington
$715K +$715K +36,200 New
KWM
42
Kingsview Wealth Management
Oregon
$698K -$19.7K -997 -3%
FAM
43
Flaharty Asset Management
Florida
$636K – – –
ACM
44
Aviance Capital Management
Florida
$588K -$124K -6,256 -17%
PFS
45
Prospera Financial Services
Texas
$583K +$42.5K +2,130 +8%
SEI Investments
46
SEI Investments
Pennsylvania
$575K -$529K -27,210 -48%
SCCM
47
Schafer Cullen Capital Management
New York
$504K +$504K +25,500 New
VCM
48
Virtue Capital Management
Tennessee
$466K -$141K -7,128 -23%
SMFS
49
Squar Milner Financial Services
California
$459K – – –
APA
50
American Portfolios Advisors
New York
$431K -$535K -27,110 -55%
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