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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

64 hedge funds and large institutions have $64M invested in Invesco S&P 500 BuyWrite ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+12
Holders Change %
+23.08%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
18
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$2.56M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.01M
4
HAS
4
HBW Advisory Services
California
$926K
5
KWM
5
Kingsview Wealth Management
Oregon
$921K

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$0
2
AP
2
Agilis Partners
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$9.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.44M
5
MLM
5
Mount Lucas Management
Pennsylvania
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
CWS
51
Confluence Wealth Services
Pennsylvania
$19K 848 +848 New
AIP
52
Ameritas Investment Partners
Nebraska
$18K 807 – –
SFM
53
Signet Financial Management
New Jersey
$16K 673 +673 New
OHWP
54
Oak Harbor Wealth Partners
North Carolina
$16K 673 +673 New
RPCONE
55
Retirement Planning Company of New England
Rhode Island
$16K 712 +712 New
SWM
56
Spire Wealth Management
Virginia
$15K 656 – –
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$14K 609 -580 -49%
GWM
58
Geneos Wealth Management
Colorado
$11K 500 – –
LWA
59
Lenox Wealth Advisors
New York
$9K 407 +1 +0.2%
ACK
60
Andrew C. Karlinski
$7K 312 +312 New
CIAS
61
Capital Investment Advisory Services
North Carolina
$4K 187 – –
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$2K 92 +92 New
William Blair & Company
63
William Blair & Company
Illinois
$1K 26 +26 New
CP
64
Castleview Partners
Texas
$99 2,288 +2,288 New
OPS
65
Orion Portfolio Solutions
Nebraska
– – -236,840 Closed
AP
66
Agilis Partners
Massachusetts
– – -116,764 Closed
IA
67
IFP Advisors
Florida
– – -488 Closed
APWA
68
Atlas Private Wealth Advisors
New Jersey
– – -390 Closed
HI
69
Harbour Investments
Wisconsin
– – -179 Closed
HNB
70
Huntington National Bank
Ohio
– – – –
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