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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

79 hedge funds and large institutions have $97.4M invested in Invesco S&P 500 BuyWrite ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
23
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$5.58M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$4.43M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.82M
4
EWM
4
Empirical Wealth Management
Washington
$3.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$552K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.73M
3
MLM
3
Mount Lucas Management
Pennsylvania
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$553K
5
Bank of America
5
Bank of America
North Carolina
$9.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.12M -$896K -53,541 -45%
SWP
27
Stratos Wealth Partners
Ohio
$1.11M +$2.18K +130 +0.2%
M&T Bank
28
M&T Bank
New York
$796K +$796K +47,606 New
WEPOG
29
Wealth Enhancement & Preservation of GA
Georgia
$795K +$795K +49,144 New
ACM
30
Anfield Capital Management
California
$781K -$134 -8 -0%
SEI Investments
31
SEI Investments
Pennsylvania
$726K +$507K +30,373 +231%
Truist Financial
32
Truist Financial
North Carolina
$605K -$203K -12,135 -25%
MML Investors Services
33
MML Investors Services
Massachusetts
$553K -$3.6M -215,382 -87%
Ameriprise
34
Ameriprise
Minnesota
$552K -$6.7M -400,593 -92%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$518K +$518K +30,980 New
HighTower Advisors
36
HighTower Advisors
Illinois
$489K -$17 -1 -0%
TSS
37
Two Sigma Securities
New York
$442K +$442K +26,410 New
WA
38
Wealthstar Advisors
Texas
$431K +$431K +25,630 New
Jane Street
39
Jane Street
New York
$410K -$1.03M -61,683 -72%
FAM
40
Flaharty Asset Management
Florida
$402K -$19.2K -1,150 -5%
HSA
41
HBK Sorce Advisory
Pennsylvania
$391K -$802K -47,959 -67%
SMFS
42
Squar Milner Financial Services
California
$388K – – –
AIFAIM
43
American Institute for Advanced Investment Management
Arizona
$378K +$78.4K +4,685 +26%
VWM
44
Vigilare Wealth Management
Arizona
$343K -$217K -12,971 -39%
Comerica Bank
45
Comerica Bank
Texas
$339K +$339K +19,804 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$333K +$31.6K +1,891 +10%
WI
47
WrapManager Inc
California
$309K -$60.2K -3,600 -16%
SFM
48
Signet Financial Management
New Jersey
$308K -$283K -16,107 -48%
MM
49
Main Management
California
$291K +$17 +1 +0%
APA
50
American Portfolios Advisors
New York
$287K -$3.26K -195 -1%
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