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Invesco S&P 500 BuyWrite ETF

79 hedge funds and large institutions have $97.4M invested in Invesco S&P 500 BuyWrite ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
23
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.2M 608,764 +97,717 +19%
Bank of America
2
Bank of America
North Carolina
$9.05M 541,179 -141,810 -21%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.73M 402,192 -295,773 -42%
FCA
4
FinTrust Capital Advisors
South Carolina
$5.97M 356,835 +69,297 +24%
HHGA
5
Halbert Hargrove Global Advisors
California
$5.58M 333,485 +333,485 New
OPS
6
Orion Portfolio Solutions
Nebraska
$4.43M 264,498 +264,498 New
EDRIA
7
Edmonds Duncan Registered Investment Advisors
Kansas
$3.91M 233,411 +21,862 +10%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$3.82M 229,217 +229,217 New
EWM
9
Empirical Wealth Management
Washington
$3.5M 209,158 +135,936 +186%
UBS Group
10
UBS Group
Switzerland
$2.92M 174,559 -45,170 -21%
ECM
11
ETrade Capital Management
Virginia
$2.59M 154,793 +33,720 +28%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.57M 153,680 -34,604 -18%
Wells Fargo
13
Wells Fargo
California
$2.51M 150,201 -10,009 -6%
FMBTD
14
First Midwest Bank Trust Division
Illinois
$2.08M 124,014 +14,237 +13%
AP
15
Agilis Partners
Massachusetts
$1.95M 116,764 -14,078 -11%
JWS
16
Juncture Wealth Strategies
Arizona
$1.78M 106,575 +15,350 +17%
GBBWRPM
17
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.76M 104,998 +44,023 +72%
RJA
18
Raymond James & Associates
Florida
$1.47M 88,090 -1,729 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.36M 81,055 -41,988 -34%
FHB
20
First Hawaiian Bank
Hawaii
$1.35M 80,778 -25,304 -24%
CAL
21
Capital Advisors Ltd
Ohio
$1.35M 80,661 -15,736 -16%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.34M 93,961 +93,961 New
EH
23
Equitable Holdings
New York
$1.24M 74,278 +5,108 +7%
OFG
24
Omega Financial Group
California
$1.15M 68,926 +68,926 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.12M 66,949 -116,406 -63%