Invesco S&P 500 Buywrite ETFPBPETF
13F holders, Q1 2025 (March 31)56holders −3
8new positions
10sold out
1famous investor
$22.17avg. 13F price*
At the end of Q1 2025, 56 institutions reported holding Invesco S&P 500 Buywrite ETF (PBP) in their 13F filings, down 3 from Q4 2024. 8 opened new positions and 10 sold out. The largest holders were Osaic Holdings, Inc. ($14.1M), Morgan Stanley ($12.3M) and MAI Capital Management ($7.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $9.5M |
| Exits | 10 | $4.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,420,007 shares bought and 237,711 shares sold, net +1,182,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Osaic Holdings, Inc. | 0.03% | Add +23446.5% | 634,579 | $14.1M |
| Morgan Stanley | 0.00% | Add +6.6% | 552,589 | $12.3M |
| MAI Capital Management | 0.06% | Add +25.6% | 348,094 | $7.7M |
| Creative Planning | 0.00% | Reduce -5.0% | 207,501 | $4.6M |
| RiverTree Advisors, LLC | 2.27% | New | 153,156 | $3.4M |
| Synovus Financial Corp. | 0.04% | New | 138,105 | $3.1M |
| Fifth Third Securities, Inc. | 0.25% | Add +214.5% | 134,321 | $3.0M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +13.5% | 132,105 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Add +20.9% | 114,605 | $2.5M |
| Mount Lucas Management LP | 1.16% | Reduce -2.4% | 111,269 | $2.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -8.4% | 110,605 | $2.5M |
| LPL Financial LLC | 0.00% | Add +15.0% | 109,020 | $2.4M |
| Bank of America Corp. | 0.00% | Add +23.1% | 96,396 | $2.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | New | 75,606 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +2.7% | 62,603 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +82.4% | 62,547 | $1.4M |
| Assetmark, Inc. | 0.00% | Reduce -3.5% | 60,253 | $1.3M |
| Omega Financial Group, LLC | 0.50% | Reduce -3.0% | 58,868 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +33.9% | 58,457 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +36.1% | 48,551 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Reduce -0.1% | 37,944 | $841K |
| United Community Bank | 0.27% | New | 33,045 | $733K |
| Wealthcare Advisory Partners LLC | 0.02% | No change | 30,147 | $668K |
| Susquehanna International Group, LLP | 0.00% | Add +140.7% | 25,763 | $571K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 24,888 | $552K |
| Stifel Financial Corp. | 0.00% | Add +154.3% | 23,572 | $523K |
| UBS Group AG | 0.00% | Add +2.8% | 21,647 | $480K |
| Jane Street Group, LLC | 0.00% | Add +64.7% | 16,758 | $372K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 16,148 | $358K |
| Arax Advisory Partners | 0.02% | Add +2.6% | 15,112 | $335K |
| Citadel Advisors | 0.00% | New | 14,601 | $324K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.2% | 14,584 | $323K |
| Corient Private Wealth LP | 0.00% | No change | 14,395 | $319K |
| Symmetry Partners, LLC | 0.04% | No change | 13,320 | $295K |
| Level Four Advisory Services, LLC | 0.01% | No change | 13,164 | $292K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.3% | 9,970 | $221K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 9,300 | $206K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 7,501 | $166K |
| MGB Wealth Management, LLC | 0.05% | No change | 6,000 | $133K |
| SVB Wealth LLC | 0.00% | New | 3,733 | $83K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,715 | $60K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,326 | $29K |
| MPWM Advisory Solutions, LLC | 0.02% | Add +2.5% | 941 | $21K |
| JPMorgan Chase & Co. | 0.00% | No change | 922 | $20K |
| Rogco, LP | 0.01% | Reduce -18.2% | 832 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 792 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 596 | $13K |
| Cwm, LLC | 0.00% | No change | 590 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 325 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Add +387.9% | 161 | $4K |
| Blair William & Co. | 0.00% | No change | 108 | $2K |
| National Bank of Canada | 0.00% | No change | 92 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 65 | $2K |
| FMR LLC | 0.00% | Reduce -75.4% | 62 | $1K |
| West Paces Advisors Inc. | 0.00% | New | 23 | $510 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $222 |
"% 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.