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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

42 hedge funds and large institutions have $70.7M invested in Invesco S&P 500 BuyWrite ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGA
1
Accuvest Global Advisors
Utah
$9.78M
2
Bank of America
2
Bank of America
North Carolina
$7.62M
3
SAM
3
Stringer Asset Management
Tennessee
$1.42M
4
Axa
4
Axa
France
$562K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$877K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.99M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
ECM
3
ETrade Capital Management
Virginia
$6.99M
4
ST
4
Sentinel Trust
Texas
$2.11M
5
LPL Financial
5
LPL Financial
California
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
AGA
1
Accuvest Global Advisors
Utah
$9.78M 471,480 +471,480 New
Morgan Stanley
2
Morgan Stanley
New York
$8.99M 433,253 -181,194 -29%
Bank of America
3
Bank of America
North Carolina
$7.62M 367,185 +103,339 +39%
ECM
4
ETrade Capital Management
Virginia
$6.99M 336,949 -28,695 -8%
NYLIM
5
New York Life Investment Management
New York
$6.01M 289,501 -12,400 -4%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$4.19M 201,999 +8,221 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.04M 194,797 +8,885 +5%
Wells Fargo
8
Wells Fargo
California
$2.96M 142,658 +5,542 +4%
U
9
UBS
Switzerland
$2.64M 127,341 +11,651 +10%
IWC
10
Integrated Wealth Counsel
California
$2.4M 115,575 +11,080 +11%
ST
11
Sentinel Trust
Texas
$2.11M 101,661 -18,274 -15%
Goldman Sachs
12
Goldman Sachs
New York
$2.1M 101,333 +856 +0.9%
LPL Financial
13
LPL Financial
California
$1.74M 83,623 -13,340 -14%
SAM
14
Stringer Asset Management
Tennessee
$1.42M 68,515 +68,515 New
MFP
15
Mosaic Financial Partners
California
$1.22M 59,008 -10,354 -15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$877K 42,245 +20,039 +90%
VKH
17
Virtu KCG Holdings
New York
$765K 36,844 +9,454 +35%
RIA
18
Regal Investment Advisors
Michigan
$580K 27,942 -2,814 -9%
BPM
19
Bowling Portfolio Management
Ohio
$565K 27,217 +212 +0.8%
Axa
20
Axa
France
$562K 27,090 +27,090 New
Ameriprise
21
Ameriprise
Minnesota
$433K 20,846 +9,196 +79%
TFA
22
Transamerica Financial Advisors
Florida
$400K 19,268 +7,199 +60%
VFS
23
VSR Financial Services
Kansas
$309K 14,878 +1,178 +9%
BRWA
24
B. Riley Wealth Advisors
Florida
$272K 13,094 -8,308 -39%
AIG
25
American International Group
New York
$266K 12,803 +1,160 +10%
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