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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

51 hedge funds and large institutions have $46.5M invested in Invesco S&P 500 BuyWrite ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Amundi
Amundi
France
$1.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.62M
3
AssetMark Inc
AssetMark Inc
California
$1.35M
4
CFB
Cullen/Frost Bankers
Texas
$2.41M
5
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$4.32M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$11.7M
2
ACM
Anfield Capital Management
California
$0
3
BP
BBR Partners
New York
$0
4
CTC
Central Trust Company
Missouri
$962K
5
ES
Eagle Strategies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$310K +$310K +14,009 New
AAP
27
Arax Advisory Partners
Colorado
$310K +$7.45K +336 +2%
LFAS
28
Level Four Advisory Services
Texas
$292K -$20.7K -935 -7%
TC
29
TownSquare Capital
Utah
$257K +$257K +11,575 New
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$224K -$134K -6,036 -37%
CAL
31
Capital Advisors Ltd
Ohio
$166K -$4.4K -199 -3%
RL
32
Rogco LP
Oklahoma
$164K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$140K -$18K -814 -11%
MWM
34
MGB Wealth Management
Texas
$135K – – –
AF
35
Advisornet Financial
Minnesota
$60.2K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$46.4K – – –
CPA
37
Clear Point Advisors
New York
$35.8K +$864 +39 +2%
Comerica Bank
38
Comerica Bank
Texas
$22.2K – – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$21.7K -$9.77K -441 -31%
AIP
40
Ameritas Investment Partners
Nebraska
$15.7K – – –
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$12.1K -$12K -540 -50%
KPP
42
Kings Path Partners
Texas
$11.1K +$11.1K +500 New
CP
43
Castleview Partners
Texas
$5.87K – – –
SIC
44
Salem Investment Counselors
North Carolina
$4.99K +$4.99K +225 New
CIAS
45
Capital Investment Advisory Services
North Carolina
$4.14K – – –
AWM
46
Avior Wealth Management
Nebraska
$3.99K – – –
William Blair & Company
47
William Blair & Company
Illinois
$2.39K +$2.39K +108 New
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$1.97K – – –
MFC
49
Mechanics Financial Corp
Ohio
$1.57K – – –
NA
50
NewEdge Advisors
Louisiana
$222 – – –
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2
3