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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

64 hedge funds and large institutions have $64M invested in Invesco S&P 500 BuyWrite ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+12
Holders Change %
+23.08%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
18
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$2.56M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.01M
4
HAS
4
HBW Advisory Services
California
$926K
5
KWM
5
Kingsview Wealth Management
Oregon
$921K

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$0
2
AP
2
Agilis Partners
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$9.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.44M
5
MLM
5
Mount Lucas Management
Pennsylvania
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
26
WealthPLAN Partners
Nebraska
$501K 22,266 +408 +2%
IWN
27
Independent Wealth Network
Iowa
$403K 17,430 +17,430 New
ES
28
Eagle Strategies
New York
$374K 16,188 +16,188 New
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$361K 15,619 -114 -0.7%
OMC
30
Old Mission Capital
Illinois
$361K 15,626 +15,626 New
CTC
31
Central Trust Company
Missouri
$337K 14,572 +6,015 +70%
BPM
32
Bowling Portfolio Management
Ohio
$333K 14,419 -317 -2%
FAM
33
Flaharty Asset Management
Florida
$315K 13,610 -1,750 -11%
AA
34
AlphaCentric Advisors
Puerto Rico
$288K 12,462 -4,630 -27%
BTWM
35
Baker Tilly Wealth Management
Wisconsin
$268K 11,575 – –
AAP
36
Arax Advisory Partners
Colorado
$257K 11,125 +29 +0.3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$248K 10,750 +10,750 New
WA
38
Wealthstar Advisors
Texas
$228K 9,892 – –
CAL
39
Capital Advisors Ltd
Ohio
$157K 6,771 -5,480 -45%
MPWT
40
MassMutual Private Wealth & Trust
Connecticut
$97K 4,211 -654 -13%
NFG
41
Next Financial Group
Texas
$90K 3,889 +3,889 New
UBS Group
42
UBS Group
Switzerland
$84K 3,612 +1,193 +49%
CFB
43
Cullen/Frost Bankers
Texas
$75K 3,261 +110 +3%
AF
44
Advisornet Financial
Minnesota
$66K 2,836 +2,185 +336%
SPIA
45
Steward Partners Investment Advisory
New York
$48K 2,075 +1,479 +248%
JWA
46
JFS Wealth Advisors
Pennsylvania
$40K 1,721 +1,721 New
TWM
47
Tradition Wealth Management
Minnesota
$26K 1,126 – –
CFGS
48
Concourse Financial Group Securities
Alabama
$24K 1,054 +1,054 New
FCA
49
FinTrust Capital Advisors
South Carolina
$21K 900 -400 -31%
TPCW
50
TD Private Client Wealth
New York
$20.3K 879 -5,892 -87%
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