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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

58 hedge funds and large institutions have $63.8M invested in Invesco S&P 500 BuyWrite ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-7
Holders Change %
-10.77%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
14
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MLM
Mount Lucas Management
Pennsylvania
+$4.02M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.75M
3
Morgan Stanley
Morgan Stanley
New York
+$1.23M
4
RJA
Raymond James & Associates
Florida
+$1.09M
5
OMC
Old Mission Capital
Illinois
+$712K

Top Sellers

1
FCA
FinTrust Capital Advisors
South Carolina
-$6.89M
2
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$3.07M
3
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
-$2.23M
4
Bank of America
Bank of America
North Carolina
-$2.16M
5
Wells Fargo
Wells Fargo
California
-$806K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$642K +$34.8K +1,700 +6%
KWM
27
Kingsview Wealth Management
Oregon
$609K +$609K +29,726 New
Citadel Advisors
28
Citadel Advisors
Florida
$386K +$141K +6,889 +58%
WEPOG
29
Wealth Enhancement & Preservation of GA
Georgia
$376K -$275K -13,425 -42%
FAM
30
Flaharty Asset Management
Florida
$363K -$109K -5,320 -23%
HH
31
Hilltop Holdings
Texas
$353K -$39.5K -1,926 -10%
AA
32
AlphaCentric Advisors
Puerto Rico
$324K +$324K +15,789 New
RIA
33
Regal Investment Advisors
Michigan
$314K +$314K +15,328 New
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$311K – – –
CAL
35
Capital Advisors Ltd
Ohio
$308K -$232K -11,329 -43%
BPM
36
Bowling Portfolio Management
Ohio
$302K -$6.03K -294 -2%
MM
37
Main Management
California
$293K +$205 +10 +0.1%
AAP
38
Arax Advisory Partners
Colorado
$243K +$943 +46 +0.4%
BTWM
39
Baker Tilly Wealth Management
Wisconsin
$237K +$237K +11,575 New
VWM
40
Vigilare Wealth Management
Arizona
$229K -$18.2K -889 -7%
CTC
41
Central Trust Company
Missouri
$182K -$8.98K -437 -5%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$150K -$6.06K -295 -4%
FCA
43
FinTrust Capital Advisors
South Carolina
$140K -$6.89M -336,657 -98%
UBS Group
44
UBS Group
Switzerland
$114K -$107K -5,192 -48%
AF
45
Advisornet Financial
Minnesota
$79K -$59.5K -2,909 -43%
CFB
46
Cullen/Frost Bankers
Texas
$64K +$184 +9 +0.3%
TPCW
47
TD Private Client Wealth
New York
$47.2K +$47.2K +2,302 New
KCM
48
Kathmere Capital Management
Pennsylvania
$34K – – –
LWA
49
Lenox Wealth Advisors
New York
$28K -$34.3K -1,680 -55%
TWM
50
Tradition Wealth Management
Minnesota
$23K +$23K +1,126 New
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