PBP icon

Invesco S&P 500 BuyWrite ETF
PBP

Overview Fund Activity

78 hedge funds and large institutions have $134M invested in Invesco S&P 500 BuyWrite ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
28
Reduced
27
Closed
15
Calls
$632K
Puts
–
Net Calls
+$632K
Net Calls Change
+$632K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.66M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.51M
3
Ameriprise
Ameriprise
Minnesota
+$1.42M
4
FCA
FinTrust Capital Advisors
South Carolina
+$1.16M
5
Truist Financial
Truist Financial
North Carolina
+$1.04M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.8M
2
PP
Prudential plc
United Kingdom
-$3.85M
3
UBS Group
UBS Group
Switzerland
-$3.17M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.47M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
26
HBK Sorce Advisory
Pennsylvania
$1.54M – – –
EH
27
Equitable Holdings
New York
$1.49M +$1.49M +69,170 New
SWP
28
Stratos Wealth Partners
Ohio
$1.43M -$10.2K -472 -0.7%
GBBWRPM
29
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.31M +$318K +14,764 +32%
Truist Financial
30
Truist Financial
North Carolina
$1.04M +$1.04M +48,335 New
ACM
31
Anfield Capital Management
California
$990K +$990K +46,719 New
RIA
32
Regal Investment Advisors
Michigan
$892K -$147K -6,838 -14%
SFM
33
Signet Financial Management
New Jersey
$724K +$4.76K +221 +0.7%
VWM
34
Vigilare Wealth Management
Arizona
$717K +$717K +33,452 New
Citadel Advisors
35
Citadel Advisors
Florida
$701K +$196K +9,087 +39%
HighTower Advisors
36
HighTower Advisors
Illinois
$630K -$346K -16,063 -35%
FAM
37
Flaharty Asset Management
Florida
$543K -$39.4K -1,830 -7%
SMFS
38
Squar Milner Financial Services
California
$500K +$234K +10,855 +88%
SW
39
SVB Wealth
Massachusetts
$476K -$20.1K -933 -4%
WI
40
WrapManager Inc
California
$476K +$43.5K +2,019 +10%
BPM
41
Bowling Portfolio Management
Ohio
$412K -$9.39K -436 -2%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$388K +$1.98K +92 +0.5%
AIFAIM
43
American Institute for Advanced Investment Management
Arizona
$385K +$385K +17,890 New
MM
44
Main Management
California
$374K +$75.9K +3,524 +25%
APA
45
American Portfolios Advisors
New York
$373K -$19.9K -925 -5%
CL
46
CPWM LLC
Washington
$368K +$5.26K +244 +1%
SEI Investments
47
SEI Investments
Pennsylvania
$281K +$71.6K +3,352 +34%
SG
48
StoneX Group
New York
$268K +$64.6K +3,003 +32%
AF
49
Advisornet Financial
Minnesota
$266K -$48.2K -2,238 -15%
PWA
50
Physician Wealth Advisors
Utah
$230K -$72K -3,315 -24%
1
2
3 4