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Invesco S&P 500 BuyWrite ETF

48 hedge funds and large institutions have $41.7M invested in Invesco S&P 500 BuyWrite ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.62M +$281K +12,726 +3%
EWM
2
Empirical Wealth Management
Washington
$4.43M -$39.8K -1,800 -0.9%
EDRIA
3
Edmonds Duncan Registered Investment Advisors
Kansas
$3.64M +$82.9K +3,747 +2%
MLM
4
Mount Lucas Management
Pennsylvania
$2.39M +$792K +35,811 +49%
ACM
5
Anfield Capital Management
California
$2.29M +$219K +9,912 +11%
Bank of America
6
Bank of America
North Carolina
$2.24M -$66.3K -2,999 -3%
RJA
7
Raymond James & Associates
Florida
$2.21M +$155K +7,011 +8%
LPL Financial
8
LPL Financial
California
$1.89M +$57.2K +2,588 +3%
OFG
9
Omega Financial Group
California
$1.56M -$46.4K -2,099 -3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.32M +$774K +34,972 +142%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.16M -$165K -7,437 -12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$961K +$209K +9,461 +28%
SEI Investments
13
SEI Investments
Pennsylvania
$898K -$44K -1,987 -5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$845K +$53.3K +2,410 +7%
Wells Fargo
15
Wells Fargo
California
$768K -$8.69K -393 -1%
CTC
16
Central Trust Company
Missouri
$696K -$7.3K -330 -1%
HighTower Advisors
17
HighTower Advisors
Illinois
$563K -$28.9K -1,307 -5%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$530K -$3.83K -173 -0.7%
Citadel Advisors
19
Citadel Advisors
Florida
$498K +$498K +22,520 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$416K +$416K +18,822 New
UBS Group
21
UBS Group
Switzerland
$411K +$273K +12,358 +199%
AA
22
AlphaCentric Advisors
Puerto Rico
$410K +$108K +4,885 +36%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$375K -$33.7K -1,523 -8%
Osaic Holdings
24
Osaic Holdings
Arizona
$359K -$105K -4,766 -23%
Corient Private Wealth
25
Corient Private Wealth
Florida
$319K