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Invesco S&P 500 BuyWrite ETF

50 hedge funds and large institutions have $41.7M invested in Invesco S&P 500 BuyWrite ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$303K -$43.7K -2,046 -13%
LFAS
27
Level Four Advisory Services
Texas
$301K
AAP
28
Arax Advisory Partners
Colorado
$278K +$768 +36 +0.3%
BTWM
29
Baker Tilly Wealth Management
Wisconsin
$247K
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$223K -$2.2K -103 -1%
RL
31
Rogco LP
Oklahoma
$158K +$158K +7,392 New
CAL
32
Capital Advisors Ltd
Ohio
$131K
CSPIA
33
Cary Street Partners Investment Advisory
Virginia
$96.2K
AF
34
Advisornet Financial
Minnesota
$59.5K -$27.5K -1,290 -32%
SPIA
35
Steward Partners Investment Advisory
New York
$53.9K
Fidelity Investments
36
Fidelity Investments
Massachusetts
$47.3K -$19.1K -897 -29%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$31K +$22.3K +1,060 +257%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$26.1K
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$23.3K
Comerica Bank
40
Comerica Bank
Texas
$21.3K +$21.3K +1,000 New
AIP
41
Ameritas Investment Partners
Nebraska
$17.2K
CFB
42
Cullen/Frost Bankers
Texas
$9.6K
CP
43
Castleview Partners
Texas
$5.66K +$192 +9 +4%
CIAS
44
Capital Investment Advisory Services
North Carolina
$3.99K
AWM
45
Avior Wealth Management
Nebraska
$3.84K
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$1.94K
MFC
47
Mechanics Financial Corp
Ohio
$1.52K
TFA
48
Transamerica Financial Advisors
Florida
$1K
DFA
49
DHJJ Financial Advisors
Illinois
$214 +$214 +10 New
NA
50
NewEdge Advisors
Louisiana
$213