Invesco S&P 500 BuyWrite ETF
PBP
44 hedge funds and large institutions have $97M invested in Invesco S&P 500 BuyWrite ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
37% more capital invested
Capital invested by funds: $70.7M → $97M (+$26.3M)
5% more funds holding
Funds holding: 42 → 44 (+2)
4.32% more ownership
Funds ownership: 35.67% → 39.99% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.44M |
| 2 |
IWC
Integrated Wealth Counsel
Carmel,
California
|
+$7.48M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
+$2.04M |
| 4 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$1.23M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$686K |
| 2 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
-$515K |
| 3 |
ST
Sentinel Trust
Houston,
Texas
|
-$402K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$398K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$182K |
PBP Hedge Fund Activity: Q1 2014 in Review
44 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q1 2014, worth a combined $97M — up 37% from $70.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PBP positions and 3 closed out — a net gain of 3 holders — while 21 added to existing stakes and 13 trimmed.
The largest buyer was Wells Fargo, adding an estimated $9.44M. The largest seller was Goldman Sachs, cutting an estimated $686K.
- 44 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q1 2014, up from 42 in Q4 2013.
- Funds reported $97M of Invesco S&P 500 BuyWrite ETF stock for Q1 2014, up 37% quarter-over-quarter.
- 6 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q1 2014 and 3 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 BuyWrite ETF buyer in Q1 2014 was Wells Fargo, an estimated $9.44M added.
- The largest Invesco S&P 500 BuyWrite ETF seller in Q1 2014 was Goldman Sachs, an estimated $686K sold.
Based on aggregated 13F filings for Q1 2014.