Invesco S&P 500 Buywrite ETFPBPETF
13F holders, Q2 2025 (June 30)53holders −3
7new positions
10sold out
$21.86avg. 13F price*
At the end of Q2 2025, 53 institutions reported holding Invesco S&P 500 Buywrite ETF (PBP) in their 13F filings, down 3 from Q1 2025. 7 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($14.6M), United Community Bank ($11.6M) and MAI Capital Management ($9.3M).
- Company
- Invesco S&P 500 Buywrite ETF
- CUSIP
- 46137V399
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.4M |
| Exits | 10 | $6.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,223,011 shares bought and 649,210 shares sold, net +573,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Morgan Stanley | 0.00% | Add +21.0% | 668,531 | $14.6M |
| United Community Bank | 3.96% | Add +1501.6% | 529,238 | $11.6M |
| MAI Capital Management | 0.06% | Add +21.6% | 423,165 | $9.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -35.1% | 411,683 | $9.0M |
| Susquehanna International Group, LLP | 0.01% | Add +810.4% | 234,556 | $5.1M |
| Synovus Financial Corp. | 0.05% | Add +41.3% | 195,097 | $4.3M |
| Creative Planning | 0.00% | Reduce -6.2% | 194,699 | $4.3M |
| Fifth Third Securities, Inc. | 0.26% | Add +19.1% | 160,029 | $3.5M |
| LPL Financial LLC | 0.00% | Add +17.2% | 127,809 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Add +6.3% | 121,886 | $2.7M |
| Mount Lucas Management LP | 1.24% | Add +7.4% | 119,538 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +71.8% | 100,421 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -14.2% | 94,924 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | New | 89,568 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -15.2% | 81,701 | $1.8M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -41.0% | 77,965 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +6.0% | 66,328 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -4.2% | 59,962 | $1.3M |
| Assetmark, Inc. | 0.00% | Reduce -3.7% | 58,020 | $1.3M |
| Omega Financial Group, LLC | 0.46% | Reduce -2.0% | 57,696 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +4.0% | 50,467 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Reduce -3.3% | 36,705 | $802K |
| HighTower Advisors, LLC | 0.00% | No change | 24,888 | $544K |
| Stifel Financial Corp. | 0.00% | Reduce -4.3% | 22,553 | $493K |
| MML Investors Services, LLC | 0.00% | New | 22,212 | $486K |
| UBS Group AG | 0.00% | Reduce -5.0% | 20,558 | $449K |
| Old Mission Capital LLC | 0.01% | New | 17,138 | $375K |
| Arax Advisory Partners | 0.02% | Add +3.0% | 15,568 | $340K |
| M Holdings Securities, Inc. | 0.06% | New | 14,950 | $327K |
| Corient Private Wealth LP | 0.00% | No change | 14,395 | $315K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.0% | 14,139 | $309K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +38.2% | 12,852 | $281K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -8.3% | 12,071 | $264K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.3% | 10,001 | $219K |
| OneDigital Investment Advisors LLC | 0.00% | New | 9,240 | $202K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +0.3% | 7,522 | $164K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -56.8% | 6,981 | $153K |
| MGB Wealth Management, LLC | 0.04% | No change | 6,000 | $131K |
| Providence Capital Advisors, LLC | 0.01% | New | 3,500 | $77K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,715 | $59K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 1,326 | $29K |
| FMR LLC | 0.00% | Add +1400.0% | 930 | $20K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.5% | 899 | $20K |
| Rogco, LP | 0.01% | No change | 832 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 792 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 596 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Add +205.6% | 492 | $11K |
| Salem Investment Counselors Inc. | 0.00% | Add +30.8% | 425 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 345 | $8K |
| 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 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $219 |
"% 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.