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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

62 hedge funds and large institutions have $67.7M invested in Invesco S&P 500 BuyWrite ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$6.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.7M
3
Jane Street
3
Jane Street
New York
$1.48M
4
AWM
4
Aries Wealth Management
Maine
$1.42M
5
OMC
5
Old Mission Capital
Illinois
$1.14M

Top Sellers

1
CWM
1
Curi Wealth Management
North Carolina
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$390K
3
QAM
3
Q3 Asset Management
Michigan
$0
4
MLM
4
Mount Lucas Management
Pennsylvania
$2.62M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
26
WealthPlan Investment Management
Nebraska
$492K +$492K +22,328 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$427K +$177K +7,613 +71%
CTC
28
Central Trust Company
Missouri
$422K +$83.4K +3,589 +25%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$390K -$3.44M -147,742 -90%
LFAS
30
Level Four Advisory Services
Texas
$384K -$210K -9,055 -35%
ES
31
Eagle Strategies
New York
$377K +$581 +25 +0.2%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$355K +$355K +15,269 New
Wells Fargo
33
Wells Fargo
California
$341K -$582K -25,085 -63%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$337K -$25.9K -1,113 -7%
BPM
35
Bowling Portfolio Management
Ohio
$335K – – –
FAM
36
Flaharty Asset Management
Florida
$285K -$31.4K -1,349 -10%
AAP
37
Arax Advisory Partners
Colorado
$273K +$14.3K +613 +6%
BTWM
38
Baker Tilly Wealth Management
Wisconsin
$269K – – –
TSS
39
Two Sigma Securities
New York
$268K +$268K +11,539 New
CAL
40
Capital Advisors Ltd
Ohio
$157K – – –
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$95K -$2.91K -125 -3%
AF
42
Advisornet Financial
Minnesota
$91K +$25.3K +1,093 +39%
SPIA
43
Steward Partners Investment Advisory
New York
$83K +$34.9K +1,508 +73%
UBS Group
44
UBS Group
Switzerland
$70K -$14.5K -621 -17%
HWMA
45
Heritage Wealth Management (Arizona)
Arizona
$62K +$62K +2,671 New
IA
46
IFP Advisors
Florida
$34K +$34K +1,510 New
CFB
47
Cullen/Frost Bankers
Texas
$27K -$49.5K -2,110 -65%
TWM
48
Tradition Wealth Management
Minnesota
$26K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$25K – – –
FCA
50
FinTrust Capital Advisors
South Carolina
$21K – – –
1
2
3