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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

69 hedge funds and large institutions have $108M invested in Invesco S&P 500 BuyWrite ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
26
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$4.95M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$2.82M
3
VKH
3
Virtu KCG Holdings
New York
$1.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.99M
5
SG
5
StoneX Group
New York
$611K

Top Sellers

1
LWA
1
Lenox Wealth Advisors
New York
$55K
2
Morgan Stanley
2
Morgan Stanley
New York
$7.85M
3
WI
3
Wintrust Investments
Illinois
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$784K
5
FAM
5
Flaharty Asset Management
Florida
$895
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$9.39M 422,626 +12,235 +3%
UBS Group
2
UBS Group
Switzerland
$8.96M 402,998 -20,466 -5%
Bank of America
3
Bank of America
North Carolina
$8.64M 388,878 -34,290 -8%
Morgan Stanley
4
Morgan Stanley
New York
$7.85M 353,169 -83,200 -19%
ECM
5
ETrade Capital Management
Virginia
$6.5M 292,551 -8,901 -3%
Wells Fargo
6
Wells Fargo
California
$6.18M 277,938 -6,607 -2%
AWS
7
AJ Wealth Strategies
New York
$4.95M 222,763 +123,340 +124%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$4.64M 209,019 +27,134 +15%
LPL Financial
9
LPL Financial
California
$4.31M 193,935 -1,971 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.06M 182,912 +19,238 +12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.99M 179,654 +43,427 +32%
EDRIA
12
Edmonds Duncan Registered Investment Advisors
Kansas
$3.72M 167,326 +1,873 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.08M 138,425 -1,281 -0.9%
HighTower Advisors
14
HighTower Advisors
Illinois
$2.82M 127,117 +59,000 +87%
NR
15
Newfound Research
Massachusetts
$2.46M 110,549 -15,308 -12%
SEI Investments
16
SEI Investments
Pennsylvania
$2.05M 92,150 +13,181 +17%
JWS
17
Juncture Wealth Strategies
Arizona
$2.02M 90,988 +8,901 +11%
CAL
18
Capital Advisors Ltd
Ohio
$1.58M 71,090 +2,279 +3%
ACM
19
Aviance Capital Management
Florida
$1.52M 68,490 +11,407 +20%
SFM
20
Signet Financial Management
New Jersey
$1.29M 58,011 -4,938 -8%
SWP
21
Stratos Wealth Partners
Ohio
$1.26M 56,735 +529 +0.9%
VKH
22
Virtu KCG Holdings
New York
$1.1M 49,551 +49,551 New
BCM
23
Brookstone Capital Management
Illinois
$1.05M 47,421 -26,061 -35%
Jane Street
24
Jane Street
New York
$997K 44,884 +14,533 +48%
FHB
25
First Hawaiian Bank
Hawaii
$918K 41,306 +15,975 +63%
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