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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

69 hedge funds and large institutions have $108M invested in Invesco S&P 500 BuyWrite ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
26
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$4.95M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$2.82M
3
VKH
3
Virtu KCG Holdings
New York
$1.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.99M
5
SG
5
StoneX Group
New York
$611K

Top Sellers

1
LWA
1
Lenox Wealth Advisors
New York
$55K
2
Morgan Stanley
2
Morgan Stanley
New York
$7.85M
3
WI
3
Wintrust Investments
Illinois
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$784K
5
FAM
5
Flaharty Asset Management
Florida
$895
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
51
Lenox Wealth Advisors
New York
$55K -$30.4M -1,364,672 -100%
MCIA
52
Mountain Capital Investment Advisors
Colorado
$52K +$52K +2,336 New
AG
53
Advisor Group
Arizona
$43K -$3.99K -177 -8%
Creative Planning
54
Creative Planning
Kansas
$43K +$28K +1,266 +186%
SPIA
55
Steward Partners Investment Advisory
New York
$41K +$41K +1,854 New
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$39K – – –
AIP
57
Ameritas Investment Partners
Nebraska
$38K +$4.74K +214 +14%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$31.4K – – –
GRP
59
Global Retirement Partners
California
$29K +$881 +39 +3%
BWM
60
Baystate Wealth Management
Massachusetts
$24K – – –
CFA
61
Camarda Financial Advisors
Florida
$22K – – –
WEC
62
Winslow Evans & Crocker
Massachusetts
$18.2K -$7.36K -331 -29%
TFA
63
Transamerica Financial Advisors
Florida
$1K – – –
OIA
64
OneDigital Investment Advisors
Kansas
$1K +$1K +63 New
FAM
65
Flaharty Asset Management
Florida
$895 -$974K -43,515 -100%
IWM
66
IHT Wealth Management
Illinois
$1 +$1 +4,492 New
WI
67
Wintrust Investments
Illinois
– -$1.71M -77,378 Closed
CRC
68
Curi RMB Capital
Illinois
– -$414K -18,789 Closed
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
– -$371K -16,832 Closed
Goldman Sachs
70
Goldman Sachs
New York
– -$337K -15,286 Closed
HPWM
71
Highland Private Wealth Management
Washington
– -$304K -13,800 Closed
FFW
72
Fusion Family Wealth
New York
– -$124K -5,615 Closed
RCG
73
Ruggie Capital Group
Florida
– -$19K -854 Closed
CFD
74
Creative Financial Designs
Indiana
– -$5K -248 Closed
AWMS
75
Advocacy Wealth Management Services
Georgia
– -$5K -206 Closed
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