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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

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.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
6
Increased
21
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.6M
2
IWC
2
Integrated Wealth Counsel
California
$10M
3
NYLIM
3
New York Life Investment Management
New York
$8.17M
4
AGA
4
Accuvest Global Advisors
Utah
$11.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$5.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.44M
2
MFP
2
Mosaic Financial Partners
California
$724K
3
ST
3
Sentinel Trust
Texas
$1.74M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$489K
5
BRWA
5
B. Riley Wealth Advisors
Florida
$92K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$12.6M 595,406 +452,748 +317%
AGA
2
Accuvest Global Advisors
Utah
$11.2M 530,460 +58,980 +13%
IWC
3
Integrated Wealth Counsel
California
$10M 474,115 +358,540 +310%
Morgan Stanley
4
Morgan Stanley
New York
$9.1M 431,383 -1,870 -0.4%
Bank of America
5
Bank of America
North Carolina
$8.66M 410,328 +43,143 +12%
NYLIM
6
New York Life Investment Management
New York
$8.17M 387,396 +97,895 +34%
ECM
7
ETrade Capital Management
Virginia
$7.05M 334,310 -2,639 -0.8%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$5.4M 255,983 +53,984 +27%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.43M 209,976 +15,179 +8%
U
10
UBS
Switzerland
$3.33M 157,647 +30,306 +24%
LPL Financial
11
LPL Financial
California
$2.35M 111,224 +27,601 +33%
SAM
12
Stringer Asset Management
Tennessee
$2.25M 106,611 +38,096 +56%
ST
13
Sentinel Trust
Texas
$1.74M 82,359 -19,302 -19%
Goldman Sachs
14
Goldman Sachs
New York
$1.44M 68,407 -32,926 -32%
TFA
15
Transamerica Financial Advisors
Florida
$783K 37,107 +17,839 +93%
MFP
16
Mosaic Financial Partners
California
$724K 34,328 -24,680 -42%
Axa
17
Axa
France
$686K 32,550 +5,460 +20%
VKH
18
Virtu KCG Holdings
New York
$661K 31,355 -5,489 -15%
VFS
19
VSR Financial Services
Kansas
$625K 29,639 +14,761 +99%
PSI
20
Pinnacle Summer Investments
Virginia
$623K 29,148 +24,211 +490%
BPM
21
Bowling Portfolio Management
Ohio
$574K 27,197 -20 -0.1%
Ameriprise
22
Ameriprise
Minnesota
$574K 27,208 +6,362 +31%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$489K 23,175 -19,070 -45%
RIA
24
Regal Investment Advisors
Michigan
$472K 22,386 -5,556 -20%
Jane Street
25
Jane Street
New York
$451K 21,374 +21,374 New
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