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Invesco S&P 500 BuyWrite ETF

68 hedge funds and large institutions have $137M invested in Invesco S&P 500 BuyWrite ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
22
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
1
Lenox Wealth Advisors
New York
$30.1M +$1.52M +69,091 +5%
Morgan Stanley
2
Morgan Stanley
New York
$9.62M -$3.95M -179,195 -29%
UBS Group
3
UBS Group
Switzerland
$9.34M -$776K -35,212 -8%
Bank of America
4
Bank of America
North Carolina
$9.33M -$2.37M -107,434 -20%
RJA
5
Raymond James & Associates
Florida
$9.05M +$6.76M +306,520 +295%
ECM
6
ETrade Capital Management
Virginia
$6.65M -$96.4K -4,371 -1%
Wells Fargo
7
Wells Fargo
California
$6.27M +$94.9K +4,305 +2%
LPL Financial
8
LPL Financial
California
$4.32M -$279K -12,636 -6%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$4.01M +$907K +41,144 +29%
EDRIA
10
Edmonds Duncan Registered Investment Advisors
Kansas
$3.68M +$258K +11,569 +8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.61M -$126K -5,694 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.08M +$325K +14,751 +12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3M +$908K +41,177 +43%
NR
14
Newfound Research
Massachusetts
$2.78M -$292K -13,257 -10%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.27M +$674K +30,552 +42%
AWS
16
AJ Wealth Strategies
New York
$2.19M +$368K +16,700 +20%
JWS
17
Juncture Wealth Strategies
Arizona
$1.81M +$416K +18,851 +30%
SEI Investments
18
SEI Investments
Pennsylvania
$1.74M +$205K +9,306 +13%
WI
19
Wintrust Investments
Illinois
$1.71M +$541K +24,543 +46%
BCM
20
Brookstone Capital Management
Illinois
$1.62M -$461K -20,916 -22%
CAL
21
Capital Advisors Ltd
Ohio
$1.52M -$5.09K -231 -0.3%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.5M +$153K +6,922 +11%
SFM
23
Signet Financial Management
New Jersey
$1.39M +$27.3K +1,239 +2%
ACM
24
Aviance Capital Management
Florida
$1.26M -$185K -8,406 -13%
SWP
25
Stratos Wealth Partners
Ohio
$1.24M +$167K +7,595 +16%