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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

43 hedge funds and large institutions have $74.8M invested in Invesco S&P 500 BuyWrite ETF in 2013 Q2 according to their latest regulatory filings, with 43 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
43
Holders Change
+43
Holders Change %
–
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.7M
2
ECM
2
ETrade Capital Management
Virginia
$8.18M
3
NYLIM
3
New York Life Investment Management
New York
$6.86M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.58M
5
Bank of America
5
Bank of America
North Carolina
$5.7M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.7M 680,564 +680,564 New
ECM
2
ETrade Capital Management
Virginia
$8.18M 406,191 +406,191 New
NYLIM
3
New York Life Investment Management
New York
$6.86M 340,755 +340,755 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.58M 326,766 +326,766 New
Bank of America
5
Bank of America
North Carolina
$5.7M 282,820 +282,820 New
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$3.65M 181,306 +181,306 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.48M 172,536 +172,536 New
AGA
8
Accuvest Global Advisors
Utah
$2.93M 145,545 +145,545 New
ST
9
Sentinel Trust
Texas
$2.62M 130,111 +130,111 New
Wells Fargo
10
Wells Fargo
California
$2.55M 126,749 +126,749 New
IWC
11
Integrated Wealth Counsel
California
$2.23M 110,810 +110,810 New
LPL Financial
12
LPL Financial
California
$1.99M 98,922 +98,922 New
Goldman Sachs
13
Goldman Sachs
New York
$1.86M 92,263 +92,263 New
MFP
14
Mosaic Financial Partners
California
$1.62M 80,651 +80,651 New
BCI
15
Brinker Capital Investments
Pennsylvania
$1.45M 72,125 +72,125 New
RIA
16
Regal Investment Advisors
Michigan
$1.3M 64,504 +64,504 New
BB
17
Bell Bank
North Dakota
$1.15M 57,300 +57,300 New
U
18
UBS
Switzerland
$1.15M 56,915 +56,915 New
BPM
19
Bowling Portfolio Management
Ohio
$563K 27,961 +27,961 New
BRWA
20
B. Riley Wealth Advisors
Florida
$487K 24,181 +24,181 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$467K 23,167 +23,167 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$466K 23,118 +23,118 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$456K 22,663 +22,663 New
RJA
24
Raymond James & Associates
Florida
$393K 19,526 +19,526 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$349K 17,348 +17,348 New
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