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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

49 hedge funds and large institutions have $46.2M invested in Invesco S&P 500 BuyWrite ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFB
1
Cullen/Frost Bankers
Texas
$1.66M
2
BP
2
BBR Partners
New York
$1.18M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.09M
4
ES
4
Eagle Strategies
New York
$463K
5
Ameriprise
5
Ameriprise
Minnesota
$569K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.5M
2
RJA
2
Raymond James & Associates
Florida
$1.03M
3
OMC
3
Old Mission Capital
Illinois
$0
4
EWM
4
Empirical Wealth Management
Washington
$4.58M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.5M 602,332 -888,914 -60%
EWM
2
Empirical Wealth Management
Washington
$4.58M 203,585 -14,196 -7%
EDRIA
3
Edmonds Duncan Registered Investment Advisors
Kansas
$3.78M 168,325 +2,363 +1%
MLM
4
Mount Lucas Management
Pennsylvania
$2.53M 112,345 -1,893 -2%
LPL Financial
5
LPL Financial
California
$1.83M 81,554 -81 -0.1%
CTC
6
Central Trust Company
Missouri
$1.71M 76,197 +9,811 +15%
CFB
7
Cullen/Frost Bankers
Texas
$1.66M 73,916 +73,466 +16,326%
Bank of America
8
Bank of America
North Carolina
$1.55M 69,029 +8,456 +14%
OFG
9
Omega Financial Group
California
$1.46M 64,800 -182 -0.3%
ACM
10
Anfield Capital Management
California
$1.39M 61,761 +4,248 +7%
BP
11
BBR Partners
New York
$1.18M 52,576 +52,576 New
Citadel Advisors
12
Citadel Advisors
Florida
$1.09M 48,590 +48,590 New
RJA
13
Raymond James & Associates
Florida
$1.03M 45,605 -52,576 -54%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$885K 39,385 +1,490 +4%
Wells Fargo
15
Wells Fargo
California
$785K 34,934 +2,922 +9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$728K 32,371 -1,501 -4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$645K 28,695 -7,073 -20%
Ameriprise
18
Ameriprise
Minnesota
$569K 25,297 +14,768 +140%
HighTower Advisors
19
HighTower Advisors
Illinois
$550K 24,488 -300 -1%
ES
20
Eagle Strategies
New York
$463K 20,614 +20,614 New
UBS Group
21
UBS Group
Switzerland
$386K 17,193 -30 -0.2%
PWA
22
Provenance Wealth Advisors
Florida
$363K 16,148 – –
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$363K 16,138 – –
AA
24
AlphaCentric Advisors
Puerto Rico
$363K 16,127 -592 -4%
MML Investors Services
25
MML Investors Services
Massachusetts
$344K 15,316 +556 +4%
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