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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

48 hedge funds and large institutions have $41.7M invested in Invesco S&P 500 BuyWrite ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MLM
1
Mount Lucas Management
Pennsylvania
$2.39M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.32M
3
Citadel Advisors
3
Citadel Advisors
Florida
$498K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$416K
5
Morgan Stanley
5
Morgan Stanley
New York
$8.62M

Top Sellers

1
JWS
1
Juncture Wealth Strategies
Arizona
$0
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$233K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.16M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$359K
5
Bank of America
5
Bank of America
North Carolina
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
OHWP
51
Oak Harbor Wealth Partners
North Carolina
– -$14.3K -673 Closed
GWM
52
Geneos Wealth Management
Colorado
– -$10.6K -500 Closed
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