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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

50 hedge funds and large institutions have $61.8M invested in Invesco S&P 500 BuyWrite ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.4M
2
OMC
2
Old Mission Capital
Illinois
$763K
3
CTC
3
Central Trust Company
Missouri
$1.44M
4
EWM
4
Empirical Wealth Management
Washington
$4.73M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$320K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$275K
2
ACM
2
Anfield Capital Management
California
$1.25M
3
SEI Investments
3
SEI Investments
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.4M 1,491,246 +1,052,136 +240%
EWM
2
Empirical Wealth Management
Washington
$4.73M 217,781 +20,212 +10%
EDRIA
3
Edmonds Duncan Registered Investment Advisors
Kansas
$3.6M 165,962 +24 +0%
MLM
4
Mount Lucas Management
Pennsylvania
$2.48M 114,238 +2,620 +2%
RJA
5
Raymond James & Associates
Florida
$2.13M 98,181 -2,258 -2%
LPL Financial
6
LPL Financial
California
$1.77M 81,635 -5,105 -6%
CTC
7
Central Trust Company
Missouri
$1.44M 66,386 +22,574 +52%
OFG
8
Omega Financial Group
California
$1.41M 64,982 -67 -0.1%
Bank of America
9
Bank of America
North Carolina
$1.31M 60,573 -10,819 -15%
ACM
10
Anfield Capital Management
California
$1.25M 57,513 -44,958 -44%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$822K 37,895 -7,583 -17%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$776K 35,768 +31 +0.1%
OMC
13
Old Mission Capital
Illinois
$763K 35,140 +35,140 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$735K 33,872 -2,070 -6%
Wells Fargo
15
Wells Fargo
California
$695K 32,012 -728 -2%
HighTower Advisors
16
HighTower Advisors
Illinois
$538K 24,788 -660 -3%
UBS Group
17
UBS Group
Switzerland
$374K 17,223 -32 -0.2%
AA
18
AlphaCentric Advisors
Puerto Rico
$363K 16,719 -1,718 -9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$357K 16,468 -469 -3%
PWA
20
Provenance Wealth Advisors
Florida
$350K 16,148 – –
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$350K 16,138 -4,902 -23%
MML Investors Services
22
MML Investors Services
Massachusetts
$320K 14,760 +14,760 New
Corient Private Wealth
23
Corient Private Wealth
Florida
$312K 14,398 -5 -0%
LFAS
24
Level Four Advisory Services
Texas
$306K 14,099 – –
AAP
25
Arax Advisory Partners
Colorado
$290K 13,362 +330 +3%
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