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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

52 hedge funds and large institutions have $63.2M invested in Invesco S&P 500 BuyWrite ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
18
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWS
1
Juncture Wealth Strategies
Arizona
$4.51M
2
CWM
2
Curi Wealth Management
North Carolina
$3.94M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.07M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.37M
5
TPCW
5
TD Private Client Wealth
New York
$156K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.09M
2
MLM
2
Mount Lucas Management
Pennsylvania
$4.02M
3
Jane Street
3
Jane Street
New York
$0
4
6M
4
6 Meridian
Kansas
$511K
5
RJA
5
Raymond James & Associates
Florida
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
AlphaCentric Advisors
Puerto Rico
$393K -$10.9K -473 -3%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$362K -$9.11K -396 -2%
FAM
28
Flaharty Asset Management
Florida
$353K -$11.5K -500 -3%
BPM
29
Bowling Portfolio Management
Ohio
$339K – – –
CAL
30
Capital Advisors Ltd
Ohio
$282K -$10.4K -450 -4%
BTWM
31
Baker Tilly Wealth Management
Wisconsin
$266K – – –
AAP
32
Arax Advisory Partners
Colorado
$255K +$758 +33 +0.3%
WA
33
Wealthstar Advisors
Texas
$227K – – –
CTC
34
Central Trust Company
Missouri
$197K +$5.11K +222 +3%
TPCW
35
TD Private Client Wealth
New York
$156K +$156K +6,771 New
MPWT
36
MassMutual Private Wealth & Trust
Connecticut
$112K -$14.3K -623 -11%
CFB
37
Cullen/Frost Bankers
Texas
$72K +$114 +5 +0.2%
HWMA
38
Heritage Wealth Management (Arizona)
Arizona
$61K -$5.92K -259 -9%
UBS Group
39
UBS Group
Switzerland
$56K -$111K -4,783 -66%
FCA
40
FinTrust Capital Advisors
South Carolina
$30K – – –
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$27K +$7.24K +319 +37%
TWM
42
Tradition Wealth Management
Minnesota
$26K – – –
AIP
43
Ameritas Investment Partners
Nebraska
$18K – – –
AF
44
Advisornet Financial
Minnesota
$15K -$65.7K -2,851 -81%
SWM
45
Spire Wealth Management
Virginia
$15K -$8.83K -386 -37%
SPIA
46
Steward Partners Investment Advisory
New York
$14K +$10.4K +441 +285%
IA
47
IFP Advisors
Florida
$12K -$959 -39 -7%
GWM
48
Geneos Wealth Management
Colorado
$11K – – –
LWA
49
Lenox Wealth Advisors
New York
$9K -$25.9K -1,167 -74%
APWA
50
Atlas Private Wealth Advisors
New Jersey
$9K +$23 +1 +0.3%
1
2
3