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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

72 hedge funds and large institutions have $78.4M invested in Invesco S&P 500 BuyWrite ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 35 reducing their positions, and 16 closing their positions.

Holders
72
Holders Change
-7
Holders Change %
-8.86%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
18
Reduced
35
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.52M
2
ACM
2
Anfield Capital Management
California
$1.57M
3
LFAS
3
Level Four Advisory Services
Texas
$635K
4
JWS
4
Juncture Wealth Strategies
Arizona
$2.47M
5
HH
5
Hilltop Holdings
Texas
$356K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.57M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.12M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$886K
4
UBS Group
4
UBS Group
Switzerland
$235K
5
Morgan Stanley
5
Morgan Stanley
New York
$8.61M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
51
MassMutual Private Wealth & Trust
Connecticut
$163K 8,975 -375 -4%
CTC
52
Central Trust Company
Missouri
$156K 8,623 +3,410 +65%
PAG
53
Private Advisor Group
New Jersey
$130K 7,180 +7,180 New
CFB
54
Cullen/Frost Bankers
Texas
$70K 3,872 +6 +0.2%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$69K 3,791 -623 -14%
LWA
56
Lenox Wealth Advisors
New York
$56K 3,078 +39 +1%
CAN
57
Cetera Advisor Networks
California
$37K 2,035 +2,035 New
FMII
58
Farmers & Merchants Investments Inc
Nebraska
$18K 969 +969 New
WCG
59
Weaver Consulting Group
California
$13K 700 – –
AIP
60
Ameritas Investment Partners
Nebraska
$13K 747 +60 +9%
IA
61
IFP Advisors
Florida
$9K 512 +32 +7%
GWM
62
Geneos Wealth Management
Colorado
$8K 500 -300 -38%
CA
63
Clearstead Advisors
Ohio
$8K 468 – –
APWA
64
Atlas Private Wealth Advisors
New Jersey
$7K 384 +384 New
SIM
65
Sonora Investment Management
Arizona
$7K 391 +391 New
TFGT
66
TS Financial Group (TSFG)
Illinois
$5K 292 – –
PCG
67
Private Capital Group
Connecticut
$5K 260 – –
GRP
68
Global Retirement Partners
California
$5K 258 – –
SPIA
69
Steward Partners Investment Advisory
New York
$3K 155 – –
CFGS
70
Concourse Financial Group Securities
Alabama
$1K 48 – –
TFA
71
Transamerica Financial Advisors
Florida
$1K 4 +4 New
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– – -66,949 Closed
SWP
73
Stratos Wealth Partners
Ohio
– – -66,573 Closed
M&T Bank
74
M&T Bank
New York
– – -47,606 Closed
Ameriprise
75
Ameriprise
Minnesota
– – -32,997 Closed
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