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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

56 hedge funds and large institutions have $80.5M invested in Invesco S&P 500 BuyWrite ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
21
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$14M
2
RA
RiverTree Advisors
Florida
+$3.4M
3
SF
Synovus Financial
Georgia
+$3.06M
4
FTS
Fifth Third Securities
Ohio
+$2.03M
5
PCA
Prosperity Capital Advisors
Ohio
+$1.69M

Top Sellers

1
QAM
Q3 Asset Management
Michigan
-$4.11M
2
Creative Planning
Creative Planning
Kansas
-$241K
3
NG
Norden Group
Utah
-$236K
4
TC
TownSquare Capital
Utah
-$236K
5
EWM
Empirical Wealth Management
Washington
-$226K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$523K +$317K +14,303 +154%
UBS Group
27
UBS Group
Switzerland
$480K +$12.9K +581 +3%
Jane Street
28
Jane Street
New York
$372K +$146K +6,582 +65%
PWA
29
Provenance Wealth Advisors
Florida
$358K – – –
AAP
30
Arax Advisory Partners
Colorado
$335K +$8.38K +378 +3%
Citadel Advisors
31
Citadel Advisors
Florida
$324K +$324K +14,601 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$323K +$24.3K +1,099 +8%
Corient Private Wealth
33
Corient Private Wealth
Florida
$319K – – –
SP
34
Symmetry Partners
Connecticut
$295K – – –
LFAS
35
Level Four Advisory Services
Texas
$292K – – –
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$221K -$2.95K -133 -1%
DAS
37
Dynamic Advisor Solutions
Arizona
$206K +$206K +9,300 New
CAL
38
Capital Advisors Ltd
Ohio
$166K – – –
MWM
39
MGB Wealth Management
Texas
$133K – – –
SW
40
SVB Wealth
Massachusetts
$82.8K +$82.8K +3,733 New
AF
41
Advisornet Financial
Minnesota
$60.2K – – –
PWA
42
Physician Wealth Advisors
Utah
$29.4K – – –
MAS
43
MPWM Advisory Solutions
Georgia
$20.9K +$510 +23 +3%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$20.4K – – –
RL
45
Rogco LP
Oklahoma
$18.4K -$4.1K -185 -18%
AIP
46
Ameritas Investment Partners
Nebraska
$17.5K – – –
HI
47
Harbour Investments
Wisconsin
$13.2K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
SIC
49
Salem Investment Counselors
North Carolina
$7.21K – – –
SAM
50
Smartleaf Asset Management
Massachusetts
$3.56K +$2.83K +128 +388%
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