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Invesco S&P 500 BuyWrite ETF
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Overview Fund Activity

59 hedge funds and large institutions have $58.1M invested in Invesco S&P 500 BuyWrite ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
17
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$6.53M
2
Creative Planning
2
Creative Planning
Kansas
$5.15M
3
QAM
3
Q3 Asset Management
Michigan
$4.11M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.2M
5
FTS
5
Fifth Third Securities
Ohio
$1.01M

Top Sellers

1
EWM
1
Empirical Wealth Management
Washington
$2.85M
2
Amundi
2
Amundi
France
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CA
4
CoreCap Advisors
Michigan
$1.18K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.2M 518,378 +61,067 +13%
MCM
2
MAI Capital Management
Ohio
$6.53M 277,098 +277,098 New
Creative Planning
3
Creative Planning
Kansas
$5.15M 218,355 +218,355 New
QAM
4
Q3 Asset Management
Michigan
$4.11M 174,479 +174,479 New
EWM
5
Empirical Wealth Management
Washington
$2.85M 120,803 -79,620 -40%
CFB
6
Cullen/Frost Bankers
Texas
$2.74M 116,422 +6,650 +6%
MLM
7
Mount Lucas Management
Pennsylvania
$2.69M 114,007 +1,651 +1%
Raymond James Financial
8
Raymond James Financial
Florida
$2.23M 94,796 +94,796 New
LPL Financial
9
LPL Financial
California
$2.23M 94,796 +4,798 +5%
Bank of America
10
Bank of America
North Carolina
$1.85M 78,295 +4,946 +7%
AssetMark Inc
11
AssetMark Inc
California
$1.47M 62,406 +854 +1%
Wells Fargo
12
Wells Fargo
California
$1.44M 60,959 +13,907 +30%
OFG
13
Omega Financial Group
California
$1.43M 60,665 +103 +0.2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.03M 43,666 +5,166 +13%
FTS
15
Fifth Third Securities
Ohio
$1.01M 42,711 +42,711 New
CTC
16
Central Trust Company
Missouri
$896K 37,995 -2,282 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$841K 35,682 +509 +1%
Ameriprise
18
Ameriprise
Minnesota
$808K 34,283 +9,812 +40%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$711K 30,147 +21,390 +244%
HighTower Advisors
20
HighTower Advisors
Illinois
$582K 24,688 +400 +2%
UBS Group
21
UBS Group
Switzerland
$497K 21,066 +1,361 +7%
AA
22
AlphaCentric Advisors
Puerto Rico
$391K 16,573 +779 +5%
PWA
23
Provenance Wealth Advisors
Florida
$381K 16,148 – –
AAP
24
Arax Advisory Partners
Colorado
$347K 14,734 +377 +3%
Corient Private Wealth
25
Corient Private Wealth
Florida
$339K 14,395 -3 -0%
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