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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

82 hedge funds and large institutions have $163M invested in Invesco S&P 500 BuyWrite ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
12
Increased
28
Reduced
28
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.7M
2
Bank of America
2
Bank of America
North Carolina
$12.6M
3
FCA
3
FinTrust Capital Advisors
South Carolina
$10.4M
4
CRC
4
Curi RMB Capital
Illinois
$2.06M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$9.21M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$2.91M
2
HHGA
2
Halbert Hargrove Global Advisors
California
$0
3
NR
3
Newfound Research
Massachusetts
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.9M
5
Jane Street
5
Jane Street
New York
$287K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$281K +$198K +9,424 +237%
WI
52
WrapManager Inc
California
$272K -$652K -30,954 -71%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$269K +$10.7K +509 +4%
ACM
54
Allred Capital Management
Texas
$222K +$222K +10,485 New
ASN
55
Advisory Services Network
Georgia
$210K -$213K -10,145 -50%
SEI Investments
56
SEI Investments
Pennsylvania
$176K -$440K -21,116 -71%
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$176K -$1.16K -55 -0.7%
AG
58
Advisor Group
Arizona
$163K -$92.8K -4,424 -36%
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.9K – – –
IA
60
IFP Advisors
Florida
$72K +$33K +1,561 +85%
AIP
61
Ameritas Investment Partners
Nebraska
$70K – – –
CFB
62
Cullen/Frost Bankers
Texas
$54K +$54K +2,557 New
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$53K – – –
BCI
64
Brinker Capital Investments
Pennsylvania
$50K -$50.5K -2,402 -50%
MFBTD
65
MB Financial Bank - Trust Department
Illinois
$49K – – –
GWM
66
Geneos Wealth Management
Colorado
$37K -$23.6K -1,150 -39%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$37K – – –
CTC
68
Central Trust Company
Missouri
$30K +$30K +1,450 New
Citigroup
69
Citigroup
New York
$24K -$73.5K -3,522 -75%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$23K +$22.8K +1,076 +11,956%
CFA
71
Camarda Financial Advisors
Florida
$21K – – –
WCG
72
Weaver Consulting Group
California
$15K +$15K +700 New
GRP
73
Global Retirement Partners
California
$10K – – –
US Bancorp
74
US Bancorp
Minnesota
$9K +$3.85K +192 +75%
TFGT
75
TS Financial Group (TSFG)
Illinois
$6K +$6K +292 New
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