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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

68 hedge funds and large institutions have $137M invested in Invesco S&P 500 BuyWrite ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
22
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$6.76M
2
LWA
Lenox Wealth Advisors
New York
+$1.52M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$908K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$907K
5
MML Investors Services
MML Investors Services
Massachusetts
+$791K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.95M
2
Jane Street
Jane Street
New York
-$2.71M
3
Bank of America
Bank of America
North Carolina
-$2.37M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.43M
5
Citadel Advisors
Citadel Advisors
Florida
-$998K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$220K +$52.1K +2,357 +31%
FFW
52
Fusion Family Wealth
New York
$124K – – –
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59K – – –
Citigroup
54
Citigroup
New York
$48K -$12.4K -564 -21%
AG
55
Advisor Group
Arizona
$46K -$16.8K -760 -27%
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$39K – – –
AIP
57
Ameritas Investment Partners
Nebraska
$33K -$1.21K -55 -4%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$31.2K -$439K -19,930 -93%
GRP
59
Global Retirement Partners
California
$27K – – –
WEC
60
Winslow Evans & Crocker
Massachusetts
$25.3K -$5.77K -262 -19%
BWM
61
Baystate Wealth Management
Massachusetts
$24K – – –
CFA
62
Camarda Financial Advisors
Florida
$22K – – –
RCG
63
Ruggie Capital Group
Florida
$19K +$19K +854 New
Creative Planning
64
Creative Planning
Kansas
$15K +$14.5K +658 +2,861%
AWMS
65
Advocacy Wealth Management Services
Georgia
$5K +$5K +206 New
CFD
66
Creative Financial Designs
Indiana
$5K +$5K +248 New
TFA
67
Transamerica Financial Advisors
Florida
$1K – – –
Citadel Advisors
68
Citadel Advisors
Florida
– -$998K -46,922 Closed
AWMG
69
Alliance Wealth Management Group
New Jersey
– -$829K -38,905 Closed
VKH
70
Virtu KCG Holdings
New York
– -$351K -16,499 Closed
Truist Financial
71
Truist Financial
North Carolina
– -$209K -9,796 Closed
FTUS
72
Flow Traders U.S.
New York
– -$82K -3,858 Closed
BTIS
73
BB&T Investment Services
North Carolina
– -$24K -1,109 Closed
IWA
74
IBEX Wealth Advisors
New Jersey
– -$10K -470 Closed
GI
75
Gradient Investments
Minnesota
– -$2K -105 Closed
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