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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

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.

Holders
83
Holders Change
+12
Holders Change %
+16.9%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
34
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$14.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.8M
3
Jane Street
3
Jane Street
New York
$2.41M
4
QAM
4
Q3 Asset Management
Michigan
$2.33M
5
NR
5
Newfound Research
Massachusetts
$5.38M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$9.18M
2
WB
2
WesBanco Bank
West Virginia
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
AWS
4
AJ Wealth Strategies
New York
$4.17M
5
HH
5
Hilltop Holdings
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$14.5M 677,738 +237,371 +54%
Morgan Stanley
2
Morgan Stanley
New York
$12.8M 598,160 +201,224 +51%
UBS Group
3
UBS Group
Switzerland
$9.18M 428,082 -310,202 -42%
Wells Fargo
4
Wells Fargo
California
$6.56M 305,566 +16,068 +6%
Bank of America
5
Bank of America
North Carolina
$6.38M 297,263 +5,616 +2%
ECM
6
ETrade Capital Management
Virginia
$5.99M 279,122 +5,773 +2%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$5.61M 261,333 +20,582 +9%
NR
8
Newfound Research
Massachusetts
$5.38M 250,832 +81,374 +48%
FIAS
9
FinTrust Investment Advisory Services
South Carolina
$4.59M 213,751 +5,892 +3%
EDRIA
10
Edmonds Duncan Registered Investment Advisors
Kansas
$4.22M 196,662 +6,288 +3%
AWS
11
AJ Wealth Strategies
New York
$4.17M 194,501 -36,425 -16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.09M 190,718 +8,032 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.06M 189,264 -6,527 -3%
LPL Financial
14
LPL Financial
California
$3.68M 171,566 +3,263 +2%
MLM
15
Mount Lucas Management
Pennsylvania
$3.15M 146,740 +2,791 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.05M 142,283 -9,700 -6%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.73M 127,407 +290 +0.2%
FHB
18
First Hawaiian Bank
Hawaii
$2.53M 117,911 +12,876 +12%
Jane Street
19
Jane Street
New York
$2.41M 112,321 +112,321 New
SEI Investments
20
SEI Investments
Pennsylvania
$2.4M 111,866 -14,700 -12%
QAM
21
Q3 Asset Management
Michigan
$2.33M 108,796 +108,796 New
JWS
22
Juncture Wealth Strategies
Arizona
$2.16M 100,695 +4,864 +5%
KWM
23
Kingsview Wealth Management
Oregon
$1.84M 85,656 +75,728 +763%
BCM
24
Brookstone Capital Management
Illinois
$1.82M 84,973 +22,055 +35%
CAL
25
Capital Advisors Ltd
Ohio
$1.74M 80,950 +4,767 +6%
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