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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

58 hedge funds and large institutions have $60.8M invested in Invesco S&P 500 BuyWrite ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.66M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$3.65M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.85M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.84M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.5M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$0
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$0
3
LSC
3
Logan Stone Capital
Illinois
$0
4
MM
4
Main Management
California
$707K
5
Bank of America
5
Bank of America
North Carolina
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$380K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$374K +$106K +5,273 +40%
MFP
28
Meridian Financial Partners
Virginia
$308K +$308K +14,984 New
LFAS
29
Level Four Advisory Services
Texas
$305K -$12.1K -601 -4%
Corient Private Wealth
30
Corient Private Wealth
Florida
$290K +$290K +14,403 New
MML Investors Services
31
MML Investors Services
Massachusetts
$244K +$26K +1,291 +12%
AAP
32
Arax Advisory Partners
Colorado
$240K +$1.75K +87 +0.7%
BTWM
33
Baker Tilly Wealth Management
Wisconsin
$233K – – –
CAL
34
Capital Advisors Ltd
Ohio
$123K – – –
HWMA
35
Heritage Wealth Management (Arizona)
Arizona
$91.2K +$45.6K +2,267 +100%
CSPIA
36
Cary Street Partners Investment Advisory
Virginia
$90.7K +$90.7K +4,508 New
AF
37
Advisornet Financial
Minnesota
$83.2K -$1.29K -64 -2%
UBS Group
38
UBS Group
Switzerland
$67.4K -$28.5K -1,416 -30%
TPCW
39
TD Private Client Wealth
New York
$52.1K +$52.1K +2,591 New
SPIA
40
Steward Partners Investment Advisory
New York
$50.8K -$21.2K -1,056 -29%
IA
41
IFP Advisors
Florida
$41K – – –
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$39K -$37.7K -1,900 -49%
CAL
43
Capital Analysts LLC
Pennsylvania
$38K +$38K +1,899 New
DIP
44
DT Investment Partners
Pennsylvania
$24.1K +$24.1K +1,200 New
CFB
45
Cullen/Frost Bankers
Texas
$22.1K – – –
AIP
46
Ameritas Investment Partners
Nebraska
$16.2K – – –
OHWP
47
Oak Harbor Wealth Partners
North Carolina
$13.5K – – –
AWM
48
Avior Wealth Management
Nebraska
$13.3K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$13.3K +$13.3K +659 New
NA
50
NewEdge Advisors
Louisiana
$11.5K +$11.5K +571 New
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