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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

56 hedge funds and large institutions have $62.7M invested in Invesco S&P 500 BuyWrite ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
17
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.95M
2
CWM
2
Curi Wealth Management
North Carolina
$3.52M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.75M
4
Jane Street
4
Jane Street
New York
$387K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.11M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$9.98M
3
FHB
3
First Hawaiian Bank
Hawaii
$0
4
LPL Financial
4
LPL Financial
California
$1.41M
5
Bank of America
5
Bank of America
North Carolina
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
AlphaCentric Advisors
Puerto Rico
$398K +$9.09K +401 +2%
Jane Street
27
Jane Street
New York
$387K +$387K +17,106 New
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$365K +$33.9K +1,500 +10%
FAM
29
Flaharty Asset Management
Florida
$359K -$41.5K -1,835 -10%
BPM
30
Bowling Portfolio Management
Ohio
$334K – – –
CAL
31
Capital Advisors Ltd
Ohio
$288K – – –
BTWM
32
Baker Tilly Wealth Management
Wisconsin
$262K – – –
AAP
33
Arax Advisory Partners
Colorado
$250K +$250K +11,063 New
WA
34
Wealthstar Advisors
Texas
$224K +$224K +9,892 New
CTC
35
Central Trust Company
Missouri
$189K +$20K +882 +12%
UBS Group
36
UBS Group
Switzerland
$163K +$29.1K +1,284 +22%
MPWT
37
MassMutual Private Wealth & Trust
Connecticut
$124K -$18.1K -800 -13%
AF
38
Advisornet Financial
Minnesota
$79K -$3.52K -156 -4%
CFB
39
Cullen/Frost Bankers
Texas
$71K +$135 +6 +0.2%
HWMA
40
Heritage Wealth Management (Arizona)
Arizona
$66K +$66K +2,930 New
LWA
41
Lenox Wealth Advisors
New York
$36K +$4.46K +195 +14%
FCA
42
FinTrust Capital Advisors
South Carolina
$29K -$29.8K -1,335 -51%
TWM
43
Tradition Wealth Management
Minnesota
$25K – – –
SWM
44
Spire Wealth Management
Virginia
$24K -$114K -4,932 -83%
Citigroup
45
Citigroup
New York
$22K +$22K +969 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$20K +$18.1K +786 +936%
AIP
47
Ameritas Investment Partners
Nebraska
$18K +$1.34K +60 +8%
IA
48
IFP Advisors
Florida
$12K – – –
GWM
49
Geneos Wealth Management
Colorado
$11K – – –
APWA
50
Atlas Private Wealth Advisors
New Jersey
$9K +$23 +1 +0.3%
1
2
3