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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

72 hedge funds and large institutions have $78.4M invested in Invesco S&P 500 BuyWrite ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 35 reducing their positions, and 16 closing their positions.

Holders
72
Holders Change
-7
Holders Change %
-8.86%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
18
Reduced
35
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.52M
2
ACM
2
Anfield Capital Management
California
$1.57M
3
LFAS
3
Level Four Advisory Services
Texas
$635K
4
JWS
4
Juncture Wealth Strategies
Arizona
$2.47M
5
HH
5
Hilltop Holdings
Texas
$356K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.57M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.12M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$886K
4
UBS Group
4
UBS Group
Switzerland
$235K
5
Morgan Stanley
5
Morgan Stanley
New York
$8.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.61M 474,790 -133,974 -22%
HHGA
2
Halbert Hargrove Global Advisors
California
$6.31M 347,548 +14,063 +4%
FCA
3
FinTrust Capital Advisors
South Carolina
$6.15M 338,887 -17,948 -5%
OPS
4
Orion Portfolio Solutions
Nebraska
$4.89M 269,639 +5,141 +2%
Bank of America
5
Bank of America
North Carolina
$4.57M 251,958 -289,221 -53%
EDRIA
6
Edmonds Duncan Registered Investment Advisors
Kansas
$4.2M 231,285 -2,126 -0.9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.06M 168,479 +14,799 +10%
ECM
8
ETrade Capital Management
Virginia
$2.65M 145,789 -9,004 -6%
Wells Fargo
9
Wells Fargo
California
$2.57M 141,855 -8,346 -6%
JWS
10
Juncture Wealth Strategies
Arizona
$2.47M 135,930 +29,355 +28%
GBBWRPM
11
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.26M 124,549 +19,551 +19%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.12M 116,786 -285,406 -71%
AP
13
Agilis Partners
Massachusetts
$2.12M 116,764 – –
EWM
14
Empirical Wealth Management
Washington
$2.09M 115,462 -93,696 -45%
FMBTD
15
First Midwest Bank Trust Division
Illinois
$2.01M 110,821 -13,193 -11%
ACM
16
Anfield Capital Management
California
$1.57M 86,393 +39,682 +85%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.53M 84,119 +3,064 +4%
Citadel Advisors
18
Citadel Advisors
Florida
$1.52M 83,658 +83,658 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.43M 79,004 -14,957 -16%
OFG
20
Omega Financial Group
California
$1.34M 73,678 +4,752 +7%
CAL
21
Capital Advisors Ltd
Ohio
$1.26M 69,533 -11,128 -14%
RJA
22
Raymond James & Associates
Florida
$1.23M 68,043 -20,047 -23%
FHB
23
First Hawaiian Bank
Hawaii
$1.22M 67,122 -13,656 -17%
LPL Financial
24
LPL Financial
California
$1.15M 63,473 -3,177 -5%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$886K 48,492 -180,725 -79%
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