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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

66 hedge funds and large institutions have $178M invested in Invesco S&P 500 BuyWrite ETF in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
24
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWA
1
Lenox Wealth Advisors
New York
$28.2M
2
LPL Financial
2
LPL Financial
California
$7.52M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.4M
4
CRC
4
Curi RMB Capital
Illinois
$1.57M
5
RJA
5
Raymond James & Associates
Florida
$4.58M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$97K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.73M
3
UBS Group
3
UBS Group
Switzerland
$4.49M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$915K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$139K -$40.1K -1,952 -22%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$97K -$2.85M -137,815 -97%
AFP
53
Ausdal Financial Partners
Iowa
$71K +$71K +3,473 New
MA
54
MUFG Americas
New York
$59K -$57.6K -2,830 -49%
NFG
55
Next Financial Group
Texas
$26K – – –
CFA
56
Camarda Financial Advisors
Florida
$21K – – –
AIP
57
Ameritas Investment Partners
Nebraska
$16K -$3.38K -170 -17%
TFA
58
Transamerica Financial Advisors
Florida
$16K +$15.9K +742 +24,733%
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$10.3K – – –
PSI
60
Pinnacle Summer Investments
Virginia
$10K +$10K +474 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$9K – – –
FPFS
62
First Personal Financial Services
North Carolina
$8K +$8K +384 New
BCI
63
Brinker Capital Investments
Pennsylvania
$6K +$6K +299 New
AIA
64
Allegis Investment Advisors
Idaho
$3K +$3K +135 New
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30 +$8 +371 +34%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$854K -42,318 Closed
Ameriprise
67
Ameriprise
Minnesota
– -$541K -26,794 Closed
FIG
68
FundX Investment Group
California
– -$404K -20,000 Closed
ONB
69
Old National Bancorp
Indiana
– -$281K -13,912 Closed
FAAS
70
First Allied Advisory Services
California
– -$222K -11,082 Closed
Truist Financial
71
Truist Financial
North Carolina
– -$220K -10,890 Closed
Creative Planning
72
Creative Planning
Kansas
– -$107K -5,315 Closed
IWC
73
Integrated Wealth Counsel
California
– -$25K -1,253 Closed
GWM
74
Gupta Wealth Management
California
– -$14K -649 Closed
RFA
75
Reilly Financial Advisors
California
– -$4K -200 Closed
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