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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

58 hedge funds and large institutions have $60.8M invested in Invesco S&P 500 BuyWrite ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.66M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$3.65M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.85M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.84M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.5M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$0
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$0
3
LSC
3
Logan Stone Capital
Illinois
$0
4
MM
4
Main Management
California
$707K
5
Bank of America
5
Bank of America
North Carolina
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.5M 619,069 +52,537 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.85M 240,843 +108,713 +82%
Ameriprise
3
Ameriprise
Minnesota
$3.66M 182,197 +182,197 New
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$3.65M 181,039 +181,039 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.5M 174,057 +41,927 +32%
EWM
6
Empirical Wealth Management
Washington
$3.41M 169,627 +29,693 +21%
EDRIA
7
Edmonds Duncan Registered Investment Advisors
Kansas
$3.31M 164,410 -1,119 -0.7%
JWS
8
Juncture Wealth Strategies
Arizona
$2.75M 136,722 -19,682 -13%
Bank of America
9
Bank of America
North Carolina
$1.99M 99,097 -21,708 -18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.84M 91,599 +53,135 +138%
RJA
11
Raymond James & Associates
Florida
$1.81M 90,080 +7,080 +9%
ACM
12
Anfield Capital Management
California
$1.76M 87,603 -9,912 -10%
LPL Financial
13
LPL Financial
California
$1.72M 85,621 +18,407 +27%
OFG
14
Omega Financial Group
California
$1.65M 84,526 +13,863 +20%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.45M 71,980 -8,990 -11%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.43M 70,912 +45,719 +181%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.29M 63,946 +29,631 +86%
CSPAM
18
Cary Street Partners Asset Management
Virginia
$1.05M 52,285 +52,285 New
SEI Investments
19
SEI Investments
Pennsylvania
$911K 45,275 +2,579 +6%
MM
20
Main Management
California
$707K 35,143 -24,034 -41%
SW
21
SVB Wealth
Massachusetts
$584K 29,002 +10,852 +60%
Wells Fargo
22
Wells Fargo
California
$520K 25,851 -464 -2%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$474K 23,550 +8,161 +53%
IWN
24
Independent Wealth Network
Iowa
$417K 20,705 +255 +1%
CTC
25
Central Trust Company
Missouri
$386K 19,186 -3,332 -15%
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