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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

62 hedge funds and large institutions have $67.7M invested in Invesco S&P 500 BuyWrite ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$6.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.7M
3
Jane Street
3
Jane Street
New York
$1.48M
4
AWM
4
Aries Wealth Management
Maine
$1.42M
5
OMC
5
Old Mission Capital
Illinois
$1.14M

Top Sellers

1
CWM
1
Curi Wealth Management
North Carolina
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$390K
3
QAM
3
Q3 Asset Management
Michigan
$0
4
MLM
4
Mount Lucas Management
Pennsylvania
$2.62M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.7M 676,048 +260,930 +63%
AWS
2
AJ Wealth Strategies
New York
$6.89M 296,393 +296,393 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.4M 188,997 +4,937 +3%
JWS
4
Juncture Wealth Strategies
Arizona
$4.38M 188,316 +248 +0.1%
EDRIA
5
Edmonds Duncan Registered Investment Advisors
Kansas
$3.67M 157,734 +3,218 +2%
MLM
6
Mount Lucas Management
Pennsylvania
$2.62M 112,482 -52,822 -32%
EWM
7
Empirical Wealth Management
Washington
$2.43M 104,652 +10,744 +11%
ACM
8
Anfield Capital Management
California
$2.14M 92,191 +31,213 +51%
Bank of America
9
Bank of America
North Carolina
$2.13M 91,664 +3,051 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.85M 79,667 -50,329 -39%
RJA
11
Raymond James & Associates
Florida
$1.81M 77,999 -1,082 -1%
MM
12
Main Management
California
$1.69M 72,838 -1,706 -2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.49M 63,918 +1,755 +3%
Jane Street
14
Jane Street
New York
$1.48M 63,560 +63,560 New
OFG
15
Omega Financial Group
California
$1.42M 61,101 -1,088 -2%
AWM
16
Aries Wealth Management
Maine
$1.42M 61,101 +61,101 New
LPL Financial
17
LPL Financial
California
$1.16M 49,677 -5,004 -9%
OMC
18
Old Mission Capital
Illinois
$1.14M 49,035 +33,409 +214%
H6H
19
Hightower 6M Holding
Kansas
$795K 34,174 +34,174 New
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$625K 26,866 +26,866 New
HighTower Advisors
21
HighTower Advisors
Illinois
$575K 24,710 -1,597 -6%
SEI Investments
22
SEI Investments
Pennsylvania
$551K 23,943 -1,849 -7%
IWN
23
Independent Wealth Network
Iowa
$505K 21,693 +4,263 +24%
Osaic Holdings
24
Osaic Holdings
Arizona
$497K 21,422 -27,943 -57%
WP
25
WealthPLAN Partners
Nebraska
$492K 22,328 +62 +0.3%
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