Invesco S&P 500 BuyWrite ETF
PBP
83 hedge funds and large institutions have $140M invested in Invesco S&P 500 BuyWrite ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
100% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 17
17% more funds holding
Funds holding: 71 → 83 (+12)
9% more capital invested
Capital invested by funds: $128M → $140M (+$11.9M)
2.95% more ownership
Funds ownership: 39.03% → 41.99% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.33M |
| 2 |
Morgan Stanley
New York
|
+$4.52M |
| 3 |
Jane Street
New York
|
+$2.52M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.83M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.96M |
| 2 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
-$950K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$818K |
| 4 |
AWS
AJ Wealth Strategies
New York
|
-$818K |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$566K |
PBP Hedge Fund Activity: Q4 2017 in Review
83 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q4 2017, worth a combined $140M — up 9.3% from $128M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PBP positions and 10 closed out — a net gain of 12 holders — while 34 added to existing stakes and 17 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $5.33M. The largest seller was UBS Group, cutting an estimated $6.96M.
- 83 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q4 2017, up from 71 in Q3 2017.
- Funds reported $140M of Invesco S&P 500 BuyWrite ETF stock for Q4 2017, up 9.3% quarter-over-quarter.
- 22 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q4 2017 and 10 closed out, a net change of +12 holders.
- The largest Invesco S&P 500 BuyWrite ETF buyer in Q4 2017 was Raymond James & Associates, an estimated $5.33M added.
- The largest Invesco S&P 500 BuyWrite ETF seller in Q4 2017 was UBS Group, an estimated $6.96M sold.
Based on aggregated 13F filings for Q4 2017.