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Invesco S&P 500 BuyWrite ETF

65 hedge funds and large institutions have $61.1M invested in Invesco S&P 500 BuyWrite ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 15 closing their positions.

Holders
65
Holders Change
-7
Holders Change %
-9.72%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
17
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.87M 411,404 -63,386 -13%
OPS
2
Orion Portfolio Solutions
Nebraska
$5.21M 272,251 +2,612 +1%
Bank of America
3
Bank of America
North Carolina
$4.48M 234,316 -17,642 -7%
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$4.45M 232,364 +1,079 +0.5%
GBBWRPM
5
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3.07M 160,284 +35,735 +29%
JWS
6
Juncture Wealth Strategies
Arizona
$2.84M 148,105 +12,175 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.73M 142,682 -25,797 -15%
ECM
8
ETrade Capital Management
Virginia
$2.73M 142,530 -3,259 -2%
AP
9
Agilis Partners
Massachusetts
$2.24M 116,764
EWM
10
Empirical Wealth Management
Washington
$2.13M 111,128 -4,334 -4%
Wells Fargo
11
Wells Fargo
California
$1.77M 92,490 -49,365 -35%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.65M 86,157 -30,629 -26%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.61M 84,148 +29 +0%
6M
14
6 Meridian
Kansas
$1.51M 78,788 +66,088 +520%
OFG
15
Omega Financial Group
California
$1.42M 74,122 +444 +0.6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.38M 72,083 +72,083 New
FHB
17
First Hawaiian Bank
Hawaii
$1.34M 70,077 +2,955 +4%
ACM
18
Anfield Capital Management
California
$1.33M 69,689 -16,704 -19%
LPL Financial
19
LPL Financial
California
$1.13M 59,002 -4,471 -7%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.01M 52,772 -26,232 -33%
RJA
21
Raymond James & Associates
Florida
$989K 51,655 -16,388 -24%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$860K 44,744 -3,748 -8%
SEI Investments
23
SEI Investments
Pennsylvania
$653K 34,198 -8,985 -21%
LFAS
24
Level Four Advisory Services
Texas
$627K 32,747 -2,393 -7%
WEPOG
25
Wealth Enhancement & Preservation of GA
Georgia
$574K 31,770 +5,810 +22%