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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

49 hedge funds and large institutions have $121M invested in Invesco S&P 500 BuyWrite ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
25
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$31.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.9M
3
NYLIM
3
New York Life Investment Management
New York
$12.1M
4
IWC
4
Integrated Wealth Counsel
California
$13.1M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$2.49M

Top Sellers

1
AGA
1
Accuvest Global Advisors
Utah
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.48M
3
ST
3
Sentinel Trust
Texas
$1.14M
4
Goldman Sachs
4
Goldman Sachs
New York
$959K
5
VFS
5
VSR Financial Services
Kansas
$264K
Name Market Value Shares Shares
Change 		Shares
Change %
SCG
51
Strategic Capital Group
Washington
– – -1,453 Closed
NSIM
52
North Star Investment Management
Illinois
– – – –
1 2
3