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Invesco S&P 500 BuyWrite ETF

56 hedge funds and large institutions have $80.5M invested in Invesco S&P 500 BuyWrite ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
21
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$14.1M +$14M +631,884 +23,447%
Morgan Stanley
2
Morgan Stanley
New York
$12.3M +$758K +34,211 +7%
MCM
3
MAI Capital Management
Ohio
$7.72M +$1.57M +70,996 +26%
Creative Planning
4
Creative Planning
Kansas
$4.6M -$241K -10,854 -5%
RA
5
RiverTree Advisors
Florida
$3.4M +$3.4M +153,156 New
SF
6
Synovus Financial
Georgia
$3.06M +$3.06M +138,105 New
FTS
7
Fifth Third Securities
Ohio
$2.98M +$2.03M +91,610 +214%
CFB
8
Cullen/Frost Bankers
Texas
$2.93M +$348K +15,683 +13%
Raymond James Financial
9
Raymond James Financial
Florida
$2.54M +$439K +19,809 +21%
MLM
10
Mount Lucas Management
Pennsylvania
$2.47M -$60.7K -2,738 -2%
EWM
11
Empirical Wealth Management
Washington
$2.45M -$226K -10,198 -8%
LPL Financial
12
LPL Financial
California
$2.42M +$315K +14,224 +15%
Bank of America
13
Bank of America
North Carolina
$2.14M +$401K +18,101 +23%
PCA
14
Prosperity Capital Advisors
Ohio
$1.69M +$1.69M +75,606 New
Wells Fargo
15
Wells Fargo
California
$1.39M +$36.4K +1,644 +3%
Ameriprise
16
Ameriprise
Minnesota
$1.39M +$627K +28,264 +82%
AssetMark Inc
17
AssetMark Inc
California
$1.34M -$47.7K -2,153 -3%
OFG
18
Omega Financial Group
California
$1.31M -$39.8K -1,797 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.3M +$328K +14,791 +34%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.08M +$285K +12,869 +36%
CTC
21
Central Trust Company
Missouri
$841K -$1.13K -51 -0.1%
UCB
22
United Community Bank
South Carolina
$733K +$733K +33,045 New
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$668K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$571K +$334K +15,058 +141%
HighTower Advisors
25
HighTower Advisors
Illinois
$552K +$4.43K +200 +0.8%