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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

48 hedge funds and large institutions have $41.7M invested in Invesco S&P 500 BuyWrite ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MLM
1
Mount Lucas Management
Pennsylvania
$2.39M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.32M
3
Citadel Advisors
3
Citadel Advisors
Florida
$498K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$416K
5
Morgan Stanley
5
Morgan Stanley
New York
$8.62M

Top Sellers

1
JWS
1
Juncture Wealth Strategies
Arizona
$0
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$233K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.16M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$359K
5
Bank of America
5
Bank of America
North Carolina
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$312K – – –
AAP
27
Arax Advisory Partners
Colorado
$287K +$796 +36 +0.3%
BTWM
28
Baker Tilly Wealth Management
Wisconsin
$256K – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$245K +$245K +11,095 New
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$233K -$184K -8,327 -44%
CAL
31
Capital Advisors Ltd
Ohio
$135K – – –
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$99.7K – – –
AF
33
Advisornet Financial
Minnesota
$90.2K -$752 -34 -0.8%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$68.8K +$54.3K +2,453 +372%
SPIA
35
Steward Partners Investment Advisory
New York
$55.9K – – –
AF
36
Allworth Financial
California
$34.2K +$34.2K +1,545 New
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$27.1K – – –
MPWT
38
MassMutual Private Wealth & Trust
Connecticut
$24.2K -$995 -45 -4%
AIP
39
Ameritas Investment Partners
Nebraska
$17.8K – – –
CFB
40
Cullen/Frost Bankers
Texas
$9.95K -$14.3K -646 -59%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
CP
42
Castleview Partners
Texas
$5.66K – – –
CIAS
43
Capital Investment Advisory Services
North Carolina
$4.14K – – –
AWM
44
Avior Wealth Management
Nebraska
$3.98K -$9.11K -412 -70%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$1.91K – – –
MFC
46
Mechanics Financial Corp
Ohio
$1.57K – – –
TFA
47
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
NA
48
NewEdge Advisors
Louisiana
$221 – – –
HNB
49
Huntington National Bank
Ohio
$22 -$22 – –
JWS
50
Juncture Wealth Strategies
Arizona
– -$3.43M -161,923 Closed
1
2
3