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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

59 hedge funds and large institutions have $58.1M invested in Invesco S&P 500 BuyWrite ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
17
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$6.53M
2
Creative Planning
2
Creative Planning
Kansas
$5.15M
3
QAM
3
Q3 Asset Management
Michigan
$4.11M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.2M
5
FTS
5
Fifth Third Securities
Ohio
$1.01M

Top Sellers

1
EWM
1
Empirical Wealth Management
Washington
$2.85M
2
Amundi
2
Amundi
France
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CA
4
CoreCap Advisors
Michigan
$1.18K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$318K -$34.8K -1,474 -10%
SP
27
Symmetry Partners
Connecticut
$314K +$314K +13,320 New
LFAS
28
Level Four Advisory Services
Texas
$310K – – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$252K +$252K +10,705 New
Jane Street
30
Jane Street
New York
$240K +$240K +10,176 New
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$238K +$238K +10,103 New
TC
32
TownSquare Capital
Utah
$236K -$37.1K -1,575 -14%
NG
33
Norden Group
Utah
$236K -$37.1K -1,575 -14%
Stifel Financial
34
Stifel Financial
Missouri
$218K +$218K +9,269 New
KPWS
35
Kestra Private Wealth Services
Texas
$207K +$207K +8,786 New
CAL
36
Capital Advisors Ltd
Ohio
$177K – – –
MWM
37
MGB Wealth Management
Texas
$141K – – –
HAS
38
HBW Advisory Services
California
$117K +$117K +4,950 New
AF
39
Advisornet Financial
Minnesota
$64K – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$63.5K -$55.8K -2,369 -47%
PWA
41
Physician Wealth Advisors
Utah
$31.3K +$31.3K +1,326 New
RL
42
Rogco LP
Oklahoma
$24K -$82.4K -3,497 -77%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$21.7K -$1.3K -55 -6%
MAS
44
MPWM Advisory Solutions
Georgia
$21.6K +$21.6K +918 New
AIP
45
Ameritas Investment Partners
Nebraska
$18.7K – – –
HI
46
Harbour Investments
Wisconsin
$14K +$14K +596 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
VHAM
48
Van Hulzen Asset Management
California
$13.6K +$13.6K +577 New
RWM
49
Rialto Wealth Management
New York
$8.37K +$8.37K +355 New
SIC
50
Salem Investment Counselors
North Carolina
$7.66K – – –
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