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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

56 hedge funds and large institutions have $62.7M invested in Invesco S&P 500 BuyWrite ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 3 closing their positions.

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.98%
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
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.95M
2
CWM
2
Curi Wealth Management
North Carolina
$3.52M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.75M
4
Jane Street
4
Jane Street
New York
$387K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.11M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$9.98M
3
FHB
3
First Hawaiian Bank
Hawaii
$0
4
LPL Financial
4
LPL Financial
California
$1.41M
5
Bank of America
5
Bank of America
North Carolina
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.98M 440,694 -28,703 -6%
OPS
2
Orion Portfolio Solutions
Nebraska
$5.48M 242,215 -10,317 -4%
MLM
3
Mount Lucas Management
Pennsylvania
$4.44M 196,201 -2,928 -1%
JWS
4
Juncture Wealth Strategies
Arizona
$3.95M 172,701 -4,076 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.95M 174,400 +32,325 +23%
CWM
6
Curi Wealth Management
North Carolina
$3.52M 155,483 +26,759 +21%
EDRIA
7
Edmonds Duncan Registered Investment Advisors
Kansas
$3.02M 133,528 +5,345 +4%
AP
8
Agilis Partners
Massachusetts
$2.64M 116,764 – –
Bank of America
9
Bank of America
North Carolina
$2.59M 114,201 -10,969 -9%
EWM
10
Empirical Wealth Management
Washington
$2.19M 96,773 -4,010 -4%
RJA
11
Raymond James & Associates
Florida
$1.98M 87,452 -5,111 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.88M 83,208 -1,992 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.75M 77,382 +19,022 +33%
MM
14
Main Management
California
$1.61M 71,252 -625 -0.9%
OFG
15
Omega Financial Group
California
$1.48M 65,548 -5,225 -7%
LPL Financial
16
LPL Financial
California
$1.41M 62,175 -15,232 -20%
ACM
17
Anfield Capital Management
California
$1.33M 58,827 +1,434 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.11M 49,039 +8,341 +20%
Wells Fargo
19
Wells Fargo
California
$957K 42,267 -3,603 -8%
6M
20
6 Meridian
Kansas
$702K 30,989 -3,253 -10%
HighTower Advisors
21
HighTower Advisors
Illinois
$672K 29,652 -100 -0.3%
SEI Investments
22
SEI Investments
Pennsylvania
$647K 28,715 -5,162 -15%
LFAS
23
Level Four Advisory Services
Texas
$582K 25,694 -6,628 -21%
Osaic Holdings
24
Osaic Holdings
Arizona
$523K 23,100 -7,422 -24%
WP
25
WealthPLAN Partners
Nebraska
$491K 21,368 +3,528 +20%
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