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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

71 hedge funds and large institutions have $135M invested in Invesco S&P 500 BuyWrite ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
28
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$3.26M
2
Bank of America
Bank of America
North Carolina
$11.3M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$1.85M
4
NR
Newfound Research
Massachusetts
$2.96M
5
WI
Wintrust Investments
Illinois
$1.12M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$9.76M
2
LWA
Lenox Wealth Advisors
New York
$27.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Morgan Stanley
Morgan Stanley
New York
$13.1M
5
SCM
Sterling Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
51
Snowden Capital Advisors
New York
$286K – – –
Ameriprise
52
Ameriprise
Minnesota
$218K +$218K +10,229 New
Truist Financial
53
Truist Financial
North Carolina
$209K +$209K +9,796 New
BCI
54
Brinker Capital Investments
Pennsylvania
$162K +$67.1K +3,148 +71%
FFW
55
Fusion Family Wealth
New York
$120K +$120K +5,615 New
FTUS
56
Flow Traders U.S.
New York
$82K +$82K +3,858 New
AG
57
Advisor Group
Arizona
$61K +$2.14K +100 +4%
Citigroup
58
Citigroup
New York
$58K +$7.51K +356 +15%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57K – – –
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$38K +1,750 New
AIP
61
Ameritas Investment Partners
Nebraska
$33K -$1.59K -75 -5%
WEC
62
Winslow Evans & Crocker
Massachusetts
$30K +$19.1K +900 +176%
GRP
63
Global Retirement Partners
California
$26K +$26K +1,245 New
BTIS
64
BB&T Investment Services
North Carolina
$24K +$24K +1,109 New
BWM
65
Baystate Wealth Management
Massachusetts
$23K +$23K +1,077 New
CFA
66
Camarda Financial Advisors
Florida
$21K – – –
IWA
67
IBEX Wealth Advisors
New Jersey
$10K +$10K +470 New
GI
68
Gradient Investments
Minnesota
$2K +$2K +105 New
TFA
69
Transamerica Financial Advisors
Florida
$1K – – –
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
– -$1.13M -53,754 Closed
SCM
71
Sterling Capital Management
North Carolina
– -$669K -31,811 Closed
AWMS
72
Advocacy Wealth Management Services
Georgia
– -$288K -13,671 Closed
WP
73
WealthSource Partners
California
– -$223K -10,595 Closed
PAG
74
Private Advisor Group
New Jersey
– -$204K -9,753 Closed
HPBT
75
High Point Bank & Trust
North Carolina
– -$136K -6,447 Closed
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