PBP icon

Invesco S&P 500 BuyWrite ETF
PBP

Overview Fund Activity

64 hedge funds and large institutions have $64M invested in Invesco S&P 500 BuyWrite ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+12
Holders Change %
+23.08%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
18
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$2.56M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.01M
4
HAS
4
HBW Advisory Services
California
$926K
5
KWM
5
Kingsview Wealth Management
Oregon
$921K

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$0
2
AP
2
Agilis Partners
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$9.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.44M
5
MLM
5
Mount Lucas Management
Pennsylvania
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.6M 415,118 -30,729 -7%
CWM
2
Curi Wealth Management
North Carolina
$4.38M 189,278 +17,885 +10%
JWS
3
Juncture Wealth Strategies
Arizona
$4.35M 188,068 -8,267 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.25M 184,060 +4,326 +2%
MLM
5
Mount Lucas Management
Pennsylvania
$3.82M 165,304 -9,745 -6%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.8M 164,507 +74,708 +83%
EDRIA
7
Edmonds Duncan Registered Investment Advisors
Kansas
$3.51M 154,516 +15,504 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.01M 129,996 +70,264 +118%
QAM
9
Q3 Asset Management
Michigan
$2.56M 110,901 +110,901 New
EWM
10
Empirical Wealth Management
Washington
$2.17M 93,908 -2,865 -3%
Bank of America
11
Bank of America
North Carolina
$2.05M 88,613 -2,130 -2%
RJA
12
Raymond James & Associates
Florida
$1.83M 79,081 -2,300 -3%
MM
13
Main Management
California
$1.72M 74,544 +2,315 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.44M 62,163 -18,017 -22%
OFG
15
Omega Financial Group
California
$1.44M 62,189 -1,027 -2%
ACM
16
Anfield Capital Management
California
$1.41M 60,978 +717 +1%
LPL Financial
17
LPL Financial
California
$1.26M 54,681 -6,407 -10%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.14M 49,365 +28,560 +137%
HAS
19
HBW Advisory Services
California
$926K 40,056 +40,056 New
KWM
20
Kingsview Wealth Management
Oregon
$921K 39,846 +39,846 New
Wells Fargo
21
Wells Fargo
California
$920K 39,774 -3,307 -8%
HighTower Advisors
22
HighTower Advisors
Illinois
$608K 26,307 +1,855 +8%
LFAS
23
Level Four Advisory Services
Texas
$591K 25,585 -2,068 -7%
SEI Investments
24
SEI Investments
Pennsylvania
$591K 25,792 -1,550 -6%
6M
25
6 Meridian
Kansas
$534K 23,085 +852 +4%
1
2 3