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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

62 hedge funds and large institutions have $67.7M invested in Invesco S&P 500 BuyWrite ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$6.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.7M
3
Jane Street
3
Jane Street
New York
$1.48M
4
AWM
4
Aries Wealth Management
Maine
$1.42M
5
OMC
5
Old Mission Capital
Illinois
$1.14M

Top Sellers

1
CWM
1
Curi Wealth Management
North Carolina
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$390K
3
QAM
3
Q3 Asset Management
Michigan
$0
4
MLM
4
Mount Lucas Management
Pennsylvania
$2.62M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
51
Ameritas Investment Partners
Nebraska
$18K – – –
OHWP
52
Oak Harbor Wealth Partners
North Carolina
$16K – – –
SWM
53
Spire Wealth Management
Virginia
$15K – – –
APA
54
American Portfolios Advisors
New York
$13.7K +$13.7K +590 New
GWM
55
Geneos Wealth Management
Colorado
$11K – – –
LWA
56
Lenox Wealth Advisors
New York
$10K +$557 +24 +6%
ACK
57
Andrew C. Karlinski
$7K -$45 -2 -0.6%
CP
58
Castleview Partners
Texas
$5K -$39.7K -2,032 -89%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$5K -$9.71K -402 -66%
PFS
60
Prospera Financial Services
Texas
$5K +$5K +200 New
CIAS
61
Capital Investment Advisory Services
North Carolina
$4K – – –
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$2K – – –
CWM
63
Curi Wealth Management
North Carolina
– -$4.38M -189,278 Closed
QAM
64
Q3 Asset Management
Michigan
– -$2.56M -110,901 Closed
HAS
65
HBW Advisory Services
California
– -$926K -40,056 Closed
KWM
66
Kingsview Wealth Management
Oregon
– -$921K -39,846 Closed
WA
67
Wealthstar Advisors
Texas
– -$228K -9,892 Closed
JWA
68
JFS Wealth Advisors
Pennsylvania
– -$40K -1,721 Closed
TPCW
69
TD Private Client Wealth
New York
– -$20.3K -879 Closed
CWS
70
Confluence Wealth Services
Pennsylvania
– -$19K -848 Closed
RPCONE
71
Retirement Planning Company of New England
Rhode Island
– -$16K -712 Closed
SFM
72
Signet Financial Management
New Jersey
– -$16K -673 Closed
William Blair & Company
73
William Blair & Company
Illinois
– -$1K -26 Closed
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