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Invesco S&P 500 BuyWrite ETF

46 hedge funds and large institutions have $39.7M invested in Invesco S&P 500 BuyWrite ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-12
Holders Change %
-20.69%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
18
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.99M -$5.13M -241,955 -39%
EWM
2
Empirical Wealth Management
Washington
$4.29M +$690K +32,563 +19%
JWS
3
Juncture Wealth Strategies
Arizona
$3.43M +$534K +25,201 +18%
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$3.41M -$78.7K -3,714 -2%
Bank of America
5
Bank of America
North Carolina
$2.21M +$110K +5,200 +5%
ACM
6
Anfield Capital Management
California
$1.98M +$128K +6,018 +7%
RJA
7
Raymond James & Associates
Florida
$1.97M +$61.4K +2,897 +3%
LPL Financial
8
LPL Financial
California
$1.75M -$63.1K -2,977 -3%
OFG
9
Omega Financial Group
California
$1.54M -$250K -11,785 -14%
MLM
10
Mount Lucas Management
Pennsylvania
$1.54M +$1.54M +72,441 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.27M -$2.42M -114,260 -66%
SEI Investments
12
SEI Investments
Pennsylvania
$903K -$57.4K -2,706 -6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$758K -$1.18M -55,823 -61%
Wells Fargo
14
Wells Fargo
California
$745K +$197K +9,273 +36%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$720K -$4.39M -206,881 -86%
CTC
16
Central Trust Company
Missouri
$674K +$267K +12,591 +66%
HighTower Advisors
17
HighTower Advisors
Illinois
$568K -$937K -44,157 -62%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$520K -$1.01M -47,430 -66%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$511K +$12.1K +569 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$446K -$910K -42,930 -67%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$400K
Corient Private Wealth
22
Corient Private Wealth
Florida
$305K
LFAS
23
Level Four Advisory Services
Texas
$299K -$22.5K -1,060 -7%
AA
24
AlphaCentric Advisors
Puerto Rico
$289K +$289K +13,653 New
AAP
25
Arax Advisory Partners
Colorado
$275K +$22.1K +1,043 +9%