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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

59 hedge funds and large institutions have $53.4M invested in Invesco S&P 500 BuyWrite ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
19
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.29M
2
CP
2
Castleview Partners
Texas
$2.46M
3
EWM
3
Empirical Wealth Management
Washington
$3.14M
4
OMC
4
Old Mission Capital
Illinois
$1.78M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$769K

Top Sellers

1
AWS
1
AJ Wealth Strategies
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$625K
3
MLM
3
Mount Lucas Management
Pennsylvania
$0
4
Jane Street
4
Jane Street
New York
$0
5
AWM
5
Aries Wealth Management
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$367K -$11.1K -537 -3%
LFAS
27
Level Four Advisory Services
Texas
$322K -$18.3K -890 -5%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$315K +$16.4K +799 +6%
Wells Fargo
29
Wells Fargo
California
$311K +$7.76K +376 +3%
BPM
30
Bowling Portfolio Management
Ohio
$297K – – –
SWP
31
Stratos Wealth Partners
Ohio
$288K +$288K +13,953 New
AAP
32
Arax Advisory Partners
Colorado
$242K +$288 +14 +0.1%
BTWM
33
Baker Tilly Wealth Management
Wisconsin
$239K – – –
CAL
34
Capital Advisors Ltd
Ohio
$126K -$13.3K -647 -10%
TPCW
35
TD Private Client Wealth
New York
$107K +$107K +5,213 New
UBS Group
36
UBS Group
Switzerland
$101K +$39.4K +1,914 +64%
AF
37
Advisornet Financial
Minnesota
$89K +$7.68K +371 +9%
MPWT
38
MassMutual Private Wealth & Trust
Connecticut
$87K +$3.08K +150 +4%
SPIA
39
Steward Partners Investment Advisory
New York
$74K – – –
CA
40
CoreCap Advisors
Michigan
$48K +$48K +2,335 New
HWMA
41
Heritage Wealth Management (Arizona)
Arizona
$46.7K -$8.33K -404 -15%
IA
42
IFP Advisors
Florida
$34K – – –
CFB
43
Cullen/Frost Bankers
Texas
$24K – – –
TWM
44
Tradition Wealth Management
Minnesota
$23K – – –
JWA
45
JFS Wealth Advisors
Pennsylvania
$23K +$23K +1,100 New
CFGS
46
Concourse Financial Group Securities
Alabama
$22K – – –
FCA
47
FinTrust Capital Advisors
South Carolina
$19K – – –
AIP
48
Ameritas Investment Partners
Nebraska
$16K – – –
OHWP
49
Oak Harbor Wealth Partners
North Carolina
$14K – – –
APA
50
American Portfolios Advisors
New York
$12.2K – – –
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