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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

78 hedge funds and large institutions have $139M invested in Invesco S&P 500 BuyWrite ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
29
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
1
Hilltop Holdings
Texas
$5.89M
2
MLM
2
Mount Lucas Management
Pennsylvania
$4.91M
3
NR
3
Newfound Research
Massachusetts
$6.59M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$2M
5
Bank of America
5
Bank of America
North Carolina
$7.36M

Top Sellers

1
AWS
1
AJ Wealth Strategies
New York
$0
2
ECM
2
ETrade Capital Management
Virginia
$3.01M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.67M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$14M 663,687 -14,051 -2%
Morgan Stanley
2
Morgan Stanley
New York
$11.4M 542,425 -55,735 -9%
UBS Group
3
UBS Group
Switzerland
$8.62M 408,923 -19,159 -4%
Bank of America
4
Bank of America
North Carolina
$7.36M 348,933 +51,670 +17%
NR
5
Newfound Research
Massachusetts
$6.59M 312,413 +61,581 +25%
Wells Fargo
6
Wells Fargo
California
$6.4M 303,601 -1,965 -0.6%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$6.22M 295,261 +33,928 +13%
HH
8
Hilltop Holdings
Texas
$5.89M 279,533 +279,533 New
MLM
9
Mount Lucas Management
Pennsylvania
$4.91M 232,922 +86,182 +59%
FIAS
10
FinTrust Investment Advisory Services
South Carolina
$4.86M 230,338 +16,587 +8%
EDRIA
11
Edmonds Duncan Registered Investment Advisors
Kansas
$4.4M 208,658 +11,996 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.18M 198,333 +7,615 +4%
LPL Financial
13
LPL Financial
California
$3.93M 186,287 +14,721 +9%
SEI Investments
14
SEI Investments
Pennsylvania
$3.43M 162,819 +50,953 +46%
FHB
15
First Hawaiian Bank
Hawaii
$3.35M 158,676 +40,765 +35%
Jane Street
16
Jane Street
New York
$3.1M 147,214 +34,893 +31%
ECM
17
ETrade Capital Management
Virginia
$3.01M 142,540 -136,582 -49%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.68M 127,117 -290 -0.2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.67M 126,544 -62,720 -33%
JWS
20
Juncture Wealth Strategies
Arizona
$2.2M 104,378 +3,683 +4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.11M 99,863 -42,420 -30%
MML Investors Services
22
MML Investors Services
Massachusetts
$2M 94,895 +57,837 +156%
BCM
23
Brookstone Capital Management
Illinois
$1.76M 83,381 -1,592 -2%
CAL
24
Capital Advisors Ltd
Ohio
$1.74M 82,664 +1,714 +2%
SAM
25
Stringer Asset Management
Tennessee
$1.61M 76,580 +6,038 +9%
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