Invesco S&P 500 Buywrite ETFPBPETF
13F holders, Q1 2024 (March 31)49holders
1famous investor
$22.47avg. 13F price*
At the end of Q1 2024, 49 institutions reported holding Invesco S&P 500 Buywrite ETF (PBP) in their 13F filings. The largest holders were Morgan Stanley ($13.5M), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($4.6M) and Edmonds Duncan Registered Investment Advisors, LLC ($3.8M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.7M |
| Exits | 5 | $1.3M |
Ownership 49 holders
| Morgan Stanley | 0.00% | Reduce -19.2% | 602,332 | $13.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.14% | Reduce -6.5% | 203,585 | $4.6M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.95% | Add +1.4% | 168,325 | $3.8M |
| Mount Lucas Management LP | 0.85% | Reduce -1.7% | 112,345 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 81,554 | $1.8M |
| CENTRAL TRUST Co | 0.04% | Add +14.8% | 76,197 | $1.7M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +16325.8% | 73,916 | $1.7M |
| Bank of America Corp. | 0.00% | Add +14.0% | 69,029 | $1.6M |
| Omega Financial Group, LLC | 0.60% | Reduce -0.3% | 64,800 | $1.5M |
| Anfield Capital Management, LLC | 0.67% | Add +7.4% | 61,761 | $1.4M |
| BBR Partners, LLC | 0.09% | New | 52,576 | $1.2M |
| Citadel Advisors | 0.00% | New | 48,590 | $1.1M |
| Raymond James & Associates | 0.00% | Reduce -53.5% | 45,605 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 39,385 | $885K |
| Wells Fargo & Company | 0.00% | Add +9.1% | 34,934 | $785K |
| Royal Bank of Canada | 0.00% | Reduce -4.4% | 32,371 | $728K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -19.8% | 28,695 | $645K |
| Ameriprise Financial Inc. | 0.00% | Add +140.3% | 25,297 | $569K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.2% | 24,488 | $550K |
| Eagle Strategies LLC | 0.10% | New | 20,614 | $463K |
| UBS Group AG | 0.00% | Reduce -0.2% | 17,193 | $386K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 16,148 | $363K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 16,138 | $363K |
| AlphaCentric Advisors LLC | 0.22% | Reduce -3.5% | 16,127 | $363K |
| MML Investors Services, LLC | 0.00% | Add +3.8% | 15,316 | $344K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.2% | 14,629 | $329K |
| Corient Private Wealth LP | 0.00% | No change | 14,398 | $324K |
| Arax Advisory Partners | 0.03% | Add +2.3% | 13,668 | $307K |
| Level Four Advisory Services, LLC | 0.02% | No change | 14,099 | $306K |
| Baker Tilly Wealth Management, LLC | 0.05% | No change | 11,575 | $260K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +25.8% | 7,700 | $173K |
| Rogco, LP | 0.07% | No change | 7,392 | $166K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.5% | 7,110 | $160K |
| MGB Wealth Management, LLC | 0.05% | No change | 6,000 | $135K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,715 | $61K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -27.0% | 2,096 | $47K |
| Clear Point Advisors Inc. | 0.03% | Add +2.3% | 1,578 | $35K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 1,418 | $32K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -0.5% | 1,088 | $24K |
| Comerica Bank | 0.00% | No change | 1,000 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 707 | $16K |
| Castleview Partners, LLC | 0.00% | No change | 265 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 187 | $4K |
| Avior Wealth Management, LLC | 0.00% | No change | 180 | $4K |
| National Bank of Canada | 0.00% | No change | 92 | $2K |
| Mechanics Financial Corp | 0.00% | No change | 71 | $2K |
| Missouri Trust & Investment Co | 0.00% | New | 13 | $292 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $225 |
| NewEdge Advisors, LLC | 0.00% | No change | 10 | $225 |
"% 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.