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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

58 hedge funds and large institutions have $46.3M invested in Invesco S&P 500 BuyWrite ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
16
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.5M
2
SWP
2
Stratos Wealth Partners
Ohio
$951K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.5M
4
Jane Street
4
Jane Street
New York
$412K
5
Goldman Sachs
5
Goldman Sachs
New York
$392K

Top Sellers

1
CP
1
Castleview Partners
Texas
$5K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.53M
3
OMC
3
Old Mission Capital
Illinois
$216K
4
Morgan Stanley
4
Morgan Stanley
New York
$10.7M
5
JWS
5
Juncture Wealth Strategies
Arizona
$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWN
26
Independent Wealth Network
Iowa
$387K -$13.2K -699 -3%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$357K – – –
SW
28
SVB Wealth
Massachusetts
$343K +$343K +18,150 New
LFAS
29
Level Four Advisory Services
Texas
$298K +$2.27K +120 +0.8%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$291K +$1.59K +84 +0.5%
BPM
31
Bowling Portfolio Management
Ohio
$273K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$252K -$84.5K -4,477 -25%
AAP
33
Arax Advisory Partners
Colorado
$224K +$1.48K +78 +0.7%
BTWM
34
Baker Tilly Wealth Management
Wisconsin
$219K – – –
OMC
35
Old Mission Capital
Illinois
$216K -$1.42M -75,030 -87%
MML Investors Services
36
MML Investors Services
Massachusetts
$205K +$205K +10,842 New
CAL
37
Capital Advisors Ltd
Ohio
$116K – – –
UBS Group
38
UBS Group
Switzerland
$90K -$2.66K -141 -3%
AF
39
Advisornet Financial
Minnesota
$79K -$1.86K -99 -2%
MPWT
40
MassMutual Private Wealth & Trust
Connecticut
$73K -$7.05K -373 -9%
SPIA
41
Steward Partners Investment Advisory
New York
$68K – – –
HWMA
42
Heritage Wealth Management (Arizona)
Arizona
$43K – – –
IA
43
IFP Advisors
Florida
$41K +$8.42K +390 +26%
CFB
44
Cullen/Frost Bankers
Texas
$21K -$1.05K -55 -5%
TWM
45
Tradition Wealth Management
Minnesota
$21K – – –
AIP
46
Ameritas Investment Partners
Nebraska
$15K – – –
OHWP
47
Oak Harbor Wealth Partners
North Carolina
$13K – – –
AWM
48
Avior Wealth Management
Nebraska
$12K +$12K +659 New
APA
49
American Portfolios Advisors
New York
$11.2K – – –
GWM
50
Geneos Wealth Management
Colorado
$9K – – –
1
2
3