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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

46 hedge funds and large institutions have $39.7M invested in Invesco S&P 500 BuyWrite ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-12
Holders Change %
-20.69%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MLM
Mount Lucas Management
Pennsylvania
$1.54M
2
EWM
Empirical Wealth Management
Washington
$4.29M
3
JWS
Juncture Wealth Strategies
Arizona
$3.43M
4
AA
AlphaCentric Advisors
Puerto Rico
$289K
5
CTC
Central Trust Company
Missouri
$674K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$7.99M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$720K
3
Ameriprise
Ameriprise
Minnesota
$0
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
26
Baker Tilly Wealth Management
Wisconsin
$245K – – –
UBS Group
27
UBS Group
Switzerland
$132K +$60.9K +2,873 +86%
CAL
28
Capital Advisors Ltd
Ohio
$130K -$42 -2 -0%
CSPIA
29
Cary Street Partners Investment Advisory
Virginia
$95.6K – – –
AF
30
Advisornet Financial
Minnesota
$87.2K -$551 -26 -0.6%
SPIA
31
Steward Partners Investment Advisory
New York
$53.6K – – –
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$25.9K +$25.9K +1,224 New
MPWT
33
MassMutual Private Wealth & Trust
Connecticut
$24.1K -$17.5K -825 -42%
CFB
34
Cullen/Frost Bankers
Texas
$23.2K – – –
AIP
35
Ameritas Investment Partners
Nebraska
$17.1K – – –
OHWP
36
Oak Harbor Wealth Partners
North Carolina
$14.3K – – –
Fidelity Investments
37
Fidelity Investments
Massachusetts
$14K – – –
AWM
38
Avior Wealth Management
Nebraska
$12.6K -$1.42K -67 -10%
GWM
39
Geneos Wealth Management
Colorado
$10.6K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
CP
41
Castleview Partners
Texas
$5.43K – – –
CIAS
42
Capital Investment Advisory Services
North Carolina
$3.96K +$3.96K +187 New
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$1.83K – – –
MFC
44
Mechanics Financial Corp
Ohio
$1.51K – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$391 -$4 -168 -0.9%
NA
46
NewEdge Advisors
Louisiana
$212 -$11.9K -561 -98%
HNB
47
Huntington National Bank
Ohio
$22 -$22 – –
Ameriprise
48
Ameriprise
Minnesota
– -$3.66M -182,197 Closed
Kayne Anderson Rudnick Investment Management
49
Kayne Anderson Rudnick Investment Management
California
– -$3.65M -181,039 Closed
CSPAM
50
Cary Street Partners Asset Management
Virginia
– -$1.05M -52,285 Closed
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