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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

71 hedge funds and large institutions have $128M invested in Invesco S&P 500 BuyWrite ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
33
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$16.4M
2
FIAS
2
FinTrust Investment Advisory Services
South Carolina
$4.62M
3
MLM
3
Mount Lucas Management
Pennsylvania
$3.2M
4
FHB
4
First Hawaiian Bank
Hawaii
$2.34M
5
NR
5
Newfound Research
Massachusetts
$3.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.49M
2
Jane Street
2
Jane Street
New York
$0
3
SG
3
StoneX Group
New York
$0
4
AAM
4
Advisors Asset Management
Colorado
$89K
5
LPL Financial
5
LPL Financial
California
$3.74M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$16.4M 738,284 +335,286 +83%
RJA
2
Raymond James & Associates
Florida
$9.79M 440,367 +17,741 +4%
Morgan Stanley
3
Morgan Stanley
New York
$8.83M 396,936 +43,767 +12%
Bank of America
4
Bank of America
North Carolina
$6.49M 291,647 -97,231 -25%
Wells Fargo
5
Wells Fargo
California
$6.44M 289,498 +11,560 +4%
ECM
6
ETrade Capital Management
Virginia
$6.08M 273,349 -19,202 -7%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$5.35M 240,751 +31,732 +15%
AWS
8
AJ Wealth Strategies
New York
$5.14M 230,926 +8,163 +4%
FIAS
9
FinTrust Investment Advisory Services
South Carolina
$4.62M 207,859 +207,859 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.35M 195,791 +12,879 +7%
EDRIA
11
Edmonds Duncan Registered Investment Advisors
Kansas
$4.27M 190,374 +23,048 +14%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.06M 182,686 +3,032 +2%
NR
13
Newfound Research
Massachusetts
$3.77M 169,458 +58,909 +53%
LPL Financial
14
LPL Financial
California
$3.74M 168,303 -25,632 -13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.38M 151,983 +13,558 +10%
MLM
16
Mount Lucas Management
Pennsylvania
$3.2M 143,949 +122,803 +581%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.83M 127,117 – –
SEI Investments
18
SEI Investments
Pennsylvania
$2.82M 126,566 +34,416 +37%
FHB
19
First Hawaiian Bank
Hawaii
$2.34M 105,035 +63,729 +154%
JWS
20
Juncture Wealth Strategies
Arizona
$2.13M 95,831 +4,843 +5%
CAL
21
Capital Advisors Ltd
Ohio
$1.69M 76,183 +5,093 +7%
BCM
22
Brookstone Capital Management
Illinois
$1.4M 62,918 +15,497 +33%
ACM
23
Aviance Capital Management
Florida
$1.36M 60,988 -7,502 -11%
SFM
24
Signet Financial Management
New Jersey
$1.24M 55,785 -2,226 -4%
SWP
25
Stratos Wealth Partners
Ohio
$1.24M 55,731 -1,004 -2%
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