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Invesco S&P 500 BuyWrite ETF

50 hedge funds and large institutions have $61.8M invested in Invesco S&P 500 BuyWrite ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$275K 12,651 -83,077 -87%
Osaic Holdings
27
Osaic Holdings
Arizona
$273K 12,595 -1,609 -11%
BTWM
28
Baker Tilly Wealth Management
Wisconsin
$251K 11,575
Jane Street
29
Jane Street
New York
$235K 10,826 +10,826 New
Ameriprise
30
Ameriprise
Minnesota
$228K 10,529 +10,529 New
RL
31
Rogco LP
Oklahoma
$160K 7,392
CAL
32
Capital Advisors Ltd
Ohio
$133K 6,122
MWM
33
MGB Wealth Management
Texas
$130K 6,000 +6,000 New
SPIA
34
Steward Partners Investment Advisory
New York
$62.3K 2,872 +345 +14%
AF
35
Advisornet Financial
Minnesota
$58.9K 2,715 -72 -3%
CPA
36
Clear Point Advisors
New York
$33.5K 1,543 +1,543 New
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$31.5K 1,452 +228 +19%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$23.9K 1,101 -1,114 -50%
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$23.7K 1,093
Comerica Bank
40
Comerica Bank
Texas
$21.7K 1,000
AIP
41
Ameritas Investment Partners
Nebraska
$15.3K 707 -100 -12%
CFB
42
Cullen/Frost Bankers
Texas
$9.77K 450
CP
43
Castleview Partners
Texas
$5.75K 265
CIAS
44
Capital Investment Advisory Services
North Carolina
$4.06K 187
AWM
45
Avior Wealth Management
Nebraska
$3.91K 180
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$1.88K 92
MFC
47
Mechanics Financial Corp
Ohio
$1.54K 71
TFA
48
Transamerica Financial Advisors
Florida
$1K 1
NA
49
NewEdge Advisors
Louisiana
$217 10
DFA
50
DHJJ Financial Advisors
Illinois
$217 10