Who Owns Invesco S&P 500 BuyWrite ETF (PBP)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$1.4200000010964e+190T
% of Float Held
—
QoQ Change in Holders
+9 / -6
Price History
PBP — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| United Community Bank | New Position | +480K | +$11.0B |
| AMERIPRISE FINANCIAL INC | Increased | +353K | +$7.6B |
| BANK OF AMERICA CORP /DE/ | Increased | +33K | +$4.0B |
| CULLEN/FROST BANKERS, INC. | New Position | +102K | +$2.0B |
| CENTRAL TRUST Co | New Position | +37K | +$837.0M |
| CITIZENS FINANCIAL GROUP INC/RI | New Position | +12K | +$267.0M |
| MATAURO, LLC | New Position | +9K | +$202.0M |
| Mount Lucas Management LP | Increased | +19 | +$88.4M |
| ASSETMARK, INC | Increased | +2K | +$78.1M |
| Omega Financial Group, LLC | Increased | +68 | +$42.3M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +115K | +$2.0M |
| THRIVENT FINANCIAL FOR LUTHERANS | New Position | +117K | +$2.0M |
| MORGAN STANLEY | Increased | +27K | +$1.0M |
| AlphaCentric Advisors LLC | New Position | +19K | +$423K |
| TMB Capital Partners, LLC | New Position | +11K | +$254K |
PBP — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -7K | -$4.4B |
| Creative Planning | Decreased | -12K | -$4.0B |
| FIFTH THIRD SECURITIES, INC. | Decreased | -22K | -$3.8B |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Decreased | -2K | -$2.0B |
| RAYMOND JAMES FINANCIAL INC | Decreased | -23K | -$1.7B |
| OSAIC HOLDINGS, INC. | Decreased | -48K | -$1.7B |
| CITADEL ADVISORS LLC | Closed Position | -57K | -$1.3B |
| OLD MISSION CAPITAL LLC | Closed Position | -33K | -$732.8M |
| WELLS FARGO & COMPANY/MN | Decreased | -1K | -$424.9M |
| OneDigital Investment Advisors LLC | Decreased | -125 | -$215.8M |
| UBS Group AG | Decreased | -2K | -$50.2M |
| Founders Financial Alliance, LLC | Closed Position | -2K | -$47.2M |
| JPMORGAN CHASE & CO | Closed Position | -899 | -$19.0M |
| SALEM INVESTMENT COUNSELORS INC | Closed Position | -425 | -$9.4M |
| Steward Partners Investment Advisory, LLC | Closed Position | -345 | -$7.6M |
Top Institutional Holders(Q4 2025)
PBP Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 53 | $186.2B | +13 |
| Q3 2025 | 40 | $188.4B | -9 |
| Q2 2025 | 49 | $65.1B | -6 |
| Q1 2025 | 55 | $77.7B | +2 |
| Q4 2024 | 53 | $3.1T | +13 |
| Q3 2024 | 40 | $7.9T | +3 |
| Q2 2024 | 37 | $5.3T | +4 |
| Q1 2024 | 33 | $5.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold PBP (Invesco S&P 500 BuyWrite ETF). The largest holder is SUMITOMO LIFE INSURANCE CO with $142.0B in shares. This quarter, 9 institutions opened new positions and 6 closed their positions.
Frequently Asked Questions
How many hedge funds own PBP?
As of Q4 2025, 50 institutional investors report holding PBP (Invesco S&P 500 BuyWrite ETF) in their 13F filings.
Who is the largest institutional holder of PBP?
The largest institutional holder of PBP is SUMITOMO LIFE INSURANCE CO with $142.0B in shares.
Is institutional ownership of PBP increasing or decreasing?
This quarter, 9 institutions opened new positions in PBP and 6 closed their positions.