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Invesco S&P 500 BuyWrite ETF

53 hedge funds and large institutions have $83M invested in Invesco S&P 500 BuyWrite ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
19
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.6M +$2.53M +115,942 +21%
UCB
2
United Community Bank
South Carolina
$11.6M +$10.8M +496,193 +1,502%
MCM
3
MAI Capital Management
Ohio
$9.25M +$1.64M +75,071 +22%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.13M +$4.56M +208,793 +810%
SF
5
Synovus Financial
Georgia
$4.26M +$1.25M +56,992 +41%
Creative Planning
6
Creative Planning
Kansas
$4.26M -$280K -12,802 -6%
FTS
7
Fifth Third Securities
Ohio
$3.5M +$562K +25,708 +19%
LPL Financial
8
LPL Financial
California
$2.79M +$411K +18,789 +17%
Raymond James Financial
9
Raymond James Financial
Florida
$2.66M +$159K +7,281 +6%
MLM
10
Mount Lucas Management
Pennsylvania
$2.61M +$181K +8,269 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.2M +$917K +41,964 +72%
EWM
12
Empirical Wealth Management
Washington
$2.08M -$343K -15,681 -14%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.96M +$1.96M +89,568 New
Bank of America
14
Bank of America
North Carolina
$1.79M -$321K -14,695 -15%
CFB
15
Cullen/Frost Bankers
Texas
$1.7M -$1.18M -54,140 -41%
Ameriprise
16
Ameriprise
Minnesota
$1.45M +$82.6K +3,781 +6%
Wells Fargo
17
Wells Fargo
California
$1.31M -$57.7K -2,641 -4%
AssetMark Inc
18
AssetMark Inc
California
$1.27M -$48.8K -2,233 -4%
OFG
19
Omega Financial Group
California
$1.26M -$25.6K -1,172 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.1M +$41.9K +1,916 +4%
CTC
21
Central Trust Company
Missouri
$802K -$27.1K -1,239 -3%
HighTower Advisors
22
HighTower Advisors
Illinois
$544K
Stifel Financial
23
Stifel Financial
Missouri
$493K -$22.3K -1,019 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$486K +$486K +22,212 New
UBS Group
25
UBS Group
Switzerland
$449K -$23.8K -1,089 -5%