Invesco S&P 500 BuyWrite ETF
PBP
71 hedge funds and large institutions have $128M invested in Invesco S&P 500 BuyWrite ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 7 closing their positions.
136% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 14
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
18% more capital invested
Capital invested by funds: $108M → $128M (+$19.6M)
3.24% more ownership
Funds ownership: 35.79% → 39.03% (+3.2%)
3% more funds holding
Funds holding: 69 → 71 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.51M |
| 2 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$2.75M |
| 3 |
FHB
First Hawaiian Bank
Honolulu,
Hawaii
|
+$1.43M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.32M |
| 5 |
Morgan Stanley
New York
|
+$980K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.18M |
| 2 |
Jane Street
New York
|
-$997K |
| 3 |
SG
StoneX Group
New York
|
-$611K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$610K |
| 5 |
LPL Financial
San Diego,
California
|
-$574K |
PBP Hedge Fund Activity: Q3 2017 in Review
71 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q3 2017, worth a combined $128M — up 18% from $108M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PBP positions and 7 closed out — a net gain of 3 holders — while 33 added to existing stakes and 14 trimmed.
The largest buyer was UBS Group, adding an estimated $7.51M. The largest seller was Bank of America, cutting an estimated $2.18M.
- 71 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q3 2017, up from 69 in Q2 2017.
- Funds reported $128M of Invesco S&P 500 BuyWrite ETF stock for Q3 2017, up 18% quarter-over-quarter.
- 10 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q3 2017 and 7 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 BuyWrite ETF buyer in Q3 2017 was UBS Group, an estimated $7.51M added.
- The largest Invesco S&P 500 BuyWrite ETF seller in Q3 2017 was Bank of America, an estimated $2.18M sold.
Based on aggregated 13F filings for Q3 2017.