Invesco S&P 500 Buywrite ETFPBPETF
13F holders, Q2 2026 (June 30)65holders +8
10new positions
3sold out
1famous investor
$22.90avg. 13F price*
At the end of Q2 2026, 65 institutions reported holding Invesco S&P 500 Buywrite ETF (PBP) in their 13F filings, up 8 from Q1 2026. 10 opened new positions and 3 sold out. The largest holders were Sumitomo Life Insurance Co. ($142.4M), Morgan Stanley ($18.9M) and MAI Capital Management ($11.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Buywrite ETF
- CUSIP
- 46137V399
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $8.3M |
| Exits | 3 | $494K |
All 13F filers, Q1 2026 → Q2 2026: 698,563 shares bought and 148,329 shares sold, net +550,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Sumitomo Life Insurance Co. | 2.33% | No change | 6,220,000 | $142.4M |
| Morgan Stanley | 0.00% | Add +4.0% | 827,089 | $18.9M |
| MAI Capital Management | 0.04% | Add +11.7% | 512,601 | $11.7M |
| United Community Bank | 3.51% | Add +3.0% | 496,225 | $11.4M |
| Park Avenue Securities LLC | 0.04% | New | 269,867 | $6.2M |
| Bank of America Corp. | 0.00% | Add +31.1% | 268,775 | $6.2M |
| Fifth Third Securities, Inc. | 0.29% | Add +34.3% | 222,453 | $5.1M |
| LPL Financial LLC | 0.00% | Add +5.8% | 216,809 | $5.0M |
| Creative Planning | 0.00% | Reduce -11.0% | 157,604 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.7% | 143,816 | $3.3M |
| Mount Lucas Management LP | 1.13% | Add +0.6% | 138,716 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.0% | 124,231 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +0.4% | 114,786 | $2.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -4.2% | 84,477 | $1.9M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -30.2% | 83,378 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +13.3% | 80,091 | $1.8M |
| Assetmark, Inc. | 0.00% | Add +24.9% | 72,080 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +181.1% | 71,091 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -33.4% | 66,263 | $1.5M |
| Omega Financial Group, LLC | 0.41% | Reduce -1.8% | 58,201 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +20.7% | 45,313 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.03% | New | 44,550 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -4.4% | 41,675 | $954K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.3% | 35,738 | $818K |
| Arax Advisory Partners | 0.00% | Add +60.2% | 27,430 | $628K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 23,404 | $536K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 22,059 | $505K |
| AlphaCentric Advisors LLC | 0.42% | Add +2.6% | 21,627 | $495K |
| Stifel Financial Corp. | 0.00% | Add +4.7% | 20,952 | $480K |
| Willow Creek Capital Management, Inc. | 0.42% | — | 18,700 | $428K |
| HighTower Advisors, LLC | 0.00% | No change | 18,230 | $417K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.2% | 16,317 | $374K |
| Corient Private Wealth LP | 0.00% | No change | 14,224 | $326K |
| Citizens Financial Group Inc. | 0.00% | Add +3.9% | 14,117 | $323K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.6% | 13,313 | $305K |
| Atria Investments, Inc | 0.00% | New | 13,235 | $303K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -3.7% | 13,225 | $303K |
| TMB Capital Partners, LLC | 0.09% | Add +8.0% | 12,935 | $296K |
| Roan Capital Partners | 0.23% | No change | 12,092 | $277K |
| Citadel Advisors | 0.00% | Reduce -70.0% | 11,832 | $271K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.9% | 11,777 | $270K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -3.0% | 11,283 | $258K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 9,630 | $221K |
| Summit Financial, LLC | 0.00% | New | 8,771 | $201K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +0.3% | 7,606 | $174K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 6,981 | $160K |
| IAG Wealth Partners, LLC | 0.02% | No change | 6,917 | $158K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.8% | 4,989 | $114K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,715 | $62K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.7% | 1,881 | $43K |
| International Assets Investment Management, LLC | 0.00% | New | 1,811 | $41K |
| Founders Financial Alliance, LLC | 0.00% | No change | 1,451 | $33K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 1,326 | $30K |
| Strive Financial Group ,LLC | 0.01% | Reduce -2.1% | 830 | $19K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 792 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 671 | $15K |
| Allworth Financial LP | 0.00% | New | 578 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 525 | $12K |
| FMR LLC | 0.00% | No change | 400 | $9K |
| Fifth Third Bancorp | 0.00% | No change | 139 | $3K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.00% | New | 39 | $3K |
| BlackRock, Inc. | 0.00% | New | 118 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 68 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 32 | $733 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $229 |
"% of holder's portfolio" is PBP's weight in each manager's 13F, not the share of Invesco S&P 500 Buywrite ETF the manager owns.