Invesco S&P 500 BuyWrite ETF
PBP
89 hedge funds and large institutions have $155M invested in Invesco S&P 500 BuyWrite ETF in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
16% more funds holding
Funds holding: 77 → 89 (+12)
9.03% more ownership
Funds ownership: 40.71% → 49.73% (+9%)
9% more capital invested
Capital invested by funds: $143M → $155M (+$12.6M)
31% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$8.27M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.89M |
| 3 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$5.59M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.94M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
-$5.23M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.93M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$1.94M |
| 4 |
Morgan Stanley
New York
|
-$1.52M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$843K |
PBP Hedge Fund Activity: Q4 2018 in Review
89 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q4 2018, worth a combined $155M — up 8.8% from $143M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new PBP positions and 8 closed out — a net gain of 12 holders — while 22 added to existing stakes and 32 trimmed.
The largest buyer was Prudential plc, opening a new position worth an estimated $8.27M. The largest seller was Mount Lucas Management, exiting entirely with an estimated $5.23M sold.
- 89 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q4 2018, up from 77 in Q3 2018.
- Funds reported $155M of Invesco S&P 500 BuyWrite ETF stock for Q4 2018, up 8.8% quarter-over-quarter.
- 20 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q4 2018 and 8 closed out, a net change of +12 holders.
- The largest Invesco S&P 500 BuyWrite ETF buyer in Q4 2018 was Prudential plc, an estimated $8.27M added.
- The largest Invesco S&P 500 BuyWrite ETF seller in Q4 2018 was Mount Lucas Management, an estimated $5.23M sold.
Based on aggregated 13F filings for Q4 2018.