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Invesco S&P 500 BuyWrite ETF

81 hedge funds and large institutions have $175M invested in Invesco S&P 500 BuyWrite ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
20
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.2M +$1.03M +47,449 +6%
Bank of America
2
Bank of America
North Carolina
$13.6M +$642K +29,614 +5%
Ameriprise
3
Ameriprise
Minnesota
$11.7M +$2.17M +99,841 +23%
Morgan Stanley
4
Morgan Stanley
New York
$11.3M -$310K -14,290 -3%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$9.96M +$455K +20,999 +5%
RJA
6
Raymond James & Associates
Florida
$9.94M -$144K -6,616 -1%
FCA
7
FinTrust Capital Advisors
South Carolina
$9.79M -$931K -42,946 -9%
UBS Group
8
UBS Group
Switzerland
$8M -$1.11M -51,133 -12%
PP
9
Prudential plc
United Kingdom
$6.41M +$3.41M +157,060 +114%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.86M +$873K +40,271 +18%
MML Investors Services
11
MML Investors Services
Massachusetts
$5.4M +$465K +21,444 +9%
EDRIA
12
Edmonds Duncan Registered Investment Advisors
Kansas
$4.97M -$73.4K -3,373 -1%
Wells Fargo
13
Wells Fargo
California
$4.11M -$468K -21,558 -10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.07M +$992K +45,765 +32%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.88M -$140K -6,445 -3%
MLM
16
Mount Lucas Management
Pennsylvania
$3.28M +$3.28M +150,980 New
AP
17
Agilis Partners
Massachusetts
$2.84M +$239K +11,021 +9%
ECM
18
ETrade Capital Management
Virginia
$2.8M +$55.6K +2,564 +2%
LPL Financial
19
LPL Financial
California
$2.56M +$67.8K +3,127 +3%
FHB
20
First Hawaiian Bank
Hawaii
$2.54M -$273K -12,603 -10%
FMBTD
21
First Midwest Bank Trust Division
Illinois
$2.21M -$733K -33,785 -25%
CAL
22
Capital Advisors Ltd
Ohio
$2.17M -$395K -18,223 -15%
EWM
23
Empirical Wealth Management
Washington
$2.11M +$1.02M +46,827 +93%
SAM
24
Stringer Asset Management
Tennessee
$1.95M -$114K -5,260 -6%
JWS
25
Juncture Wealth Strategies
Arizona
$1.94M -$63.2K -2,915 -3%