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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

82 hedge funds and large institutions have $163M invested in Invesco S&P 500 BuyWrite ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
12
Increased
28
Reduced
28
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.7M
2
Bank of America
2
Bank of America
North Carolina
$12.6M
3
FCA
3
FinTrust Capital Advisors
South Carolina
$10.4M
4
CRC
4
Curi RMB Capital
Illinois
$2.06M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$9.21M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$2.91M
2
HHGA
2
Halbert Hargrove Global Advisors
California
$0
3
NR
3
Newfound Research
Massachusetts
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.9M
5
Jane Street
5
Jane Street
New York
$287K
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
26
M&T Bank
New York
$1.57M +$1.57M +74,556 New
HSA
27
HBK Sorce Advisory
Pennsylvania
$1.5M -$262K -12,454 -15%
SWP
28
Stratos Wealth Partners
Ohio
$1.42M +$70.8K +3,365 +5%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.25M +$70K +3,328 +6%
F
30
F3Logic
Minnesota
$1.2M +$403K +19,201 +51%
Axa
31
Axa
France
$1.14M +$30.3K +1,440 +3%
EWM
32
Empirical Wealth Management
Washington
$1.06M +$300K +14,280 +39%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.03M -$10.5K -500 -1%
SFM
34
Signet Financial Management
New Jersey
$993K -$118K -5,565 -11%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$902K +$59.3K +2,819 +7%
RIA
36
Regal Investment Advisors
Michigan
$824K -$8.83K -420 -1%
WA
37
Wealthstar Advisors
Texas
$784K -$148K -7,019 -16%
FAM
38
Flaharty Asset Management
Florida
$675K -$1.7K -81 -0.3%
ACM
39
Aviance Capital Management
Florida
$662K +$36.3K +1,728 +6%
Stifel Financial
40
Stifel Financial
Missouri
$643K +$643K +30,544 New
SMFS
41
Squar Milner Financial Services
California
$488K – – –
APA
42
American Portfolios Advisors
New York
$459K – – –
BPM
43
Bowling Portfolio Management
Ohio
$434K -$2.74K -130 -0.6%
Citadel Advisors
44
Citadel Advisors
Florida
$392K +$108K +5,136 +38%
CL
45
CPWM LLC
Washington
$354K – – –
AF
46
Advisornet Financial
Minnesota
$353K +$146K +6,932 +70%
FAAS
47
First Allied Advisory Services
California
$300K -$57.8K -2,734 -16%
MM
48
Main Management
California
$291K – – –
Jane Street
49
Jane Street
New York
$287K -$1.85M -88,158 -87%
CM
50
Columbus Macro
Pennsylvania
$282K -$57.6K -2,734 -17%
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