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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

78 hedge funds and large institutions have $134M invested in Invesco S&P 500 BuyWrite ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
28
Reduced
27
Closed
15
Calls
$632K
Puts
–
Net Calls
+$632K
Net Calls Change
+$632K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.66M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.51M
3
Ameriprise
Ameriprise
Minnesota
+$1.42M
4
FCA
FinTrust Capital Advisors
South Carolina
+$1.16M
5
Truist Financial
Truist Financial
North Carolina
+$1.04M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.8M
2
PP
Prudential plc
United Kingdom
-$3.85M
3
UBS Group
UBS Group
Switzerland
-$3.17M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.47M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
6M
51
6 Meridian
Kansas
$226K +$226K +10,480 New
MIA
52
MainStreet Investment Advisors
Illinois
$223K +$223K +10,380 New
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$175K +$8.19K +381 +5%
AG
54
Advisor Group
Arizona
$172K +$9.45K +437 +6%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$95K -$2.48K -115 -3%
ACM
56
Allred Capital Management
Texas
$84.3K +$84.3K +3,915 New
CFB
57
Cullen/Frost Bankers
Texas
$83K +$1.79K +83 +2%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.3K -$18.3K -900 -20%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$63K +$9.23K +429 +17%
LWA
60
Lenox Wealth Advisors
New York
$61K +$37.4K +1,741 +158%
EW
61
Element Wealth
Mississippi
$42K +$42K +1,936 New
CTC
62
Central Trust Company
Missouri
$37K +$10.9K +500 +42%
GWM
63
Geneos Wealth Management
Colorado
$30K – – –
GFPC
64
Global Financial Private Client
Florida
$29.6K +$29.6K +1,376 New
BCI
65
Brinker Capital Investments
Pennsylvania
$22K -$5.82K -267 -21%
HI
66
Hoey Investments
Pennsylvania
$22K +$22K +1,032 New
Citigroup
67
Citigroup
New York
$16K – – –
WCG
68
Weaver Consulting Group
California
$15K – – –
AIP
69
Ameritas Investment Partners
Nebraska
$12K – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$11K -$151 -7 -1%
IA
71
IFP Advisors
Florida
$10K -$66.5K -3,251 -87%
WEC
72
Winslow Evans & Crocker
Massachusetts
$10K -$47 -2 -0.5%
GRP
73
Global Retirement Partners
California
$6K – – –
TFGT
74
TS Financial Group (TSFG)
Illinois
$6K – – –
PCG
75
Private Capital Group
Connecticut
$5K – – –
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