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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

55 hedge funds and large institutions have $185M invested in Invesco S&P 500 BuyWrite ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
21
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$47.3M
2
Wells Fargo
2
Wells Fargo
California
$53M
3
Bank of America
3
Bank of America
North Carolina
$13.3M
4
AI
4
Atria Investments
North Carolina
$1.78M
5
SCM
5
Sterling Capital Management
North Carolina
$1.77M

Top Sellers

1
IWC
1
Integrated Wealth Counsel
California
$190K
2
SAM
2
Stringer Asset Management
Tennessee
$687K
3
ST
3
Sentinel Trust
Texas
$461K
4
ECM
4
ETrade Capital Management
Virginia
$6.6M
5
VKH
5
Virtu KCG Holdings
New York
$210K
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
51
MassMutual Private Wealth & Trust
Connecticut
$10.6K 500 – –
RFA
52
Reilly Financial Advisors
California
$5K 250 – –
Invesco
53
Invesco
Georgia
$4K 174 +174 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$4K 175 +175 New
ANBT
55
American National Bank & Trust
Texas
$4K 200 +200 New
BIT
56
BlackRock Institutional Trust
California
– – -12,114 Closed
BRWA
57
B. Riley Wealth Advisors
Florida
– – -4,950 Closed
WRM
58
Westport Resources Management
Connecticut
– – -500 Closed
NSIM
59
North Star Investment Management
Illinois
– – – –
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