Invesco S&P 500 Buywrite ETFPBPETF
13F holders, Q3 2025 (September 30)50holders −3
7new positions
10sold out
1famous investor
$22.12avg. 13F price*
At the end of Q3 2025, 50 institutions reported holding Invesco S&P 500 Buywrite ETF (PBP) in their 13F filings, down 3 from Q2 2025. 7 opened new positions and 10 sold out. The largest holders were Sumitomo Life Insurance Co. ($137.6M), Morgan Stanley ($16.0M) and United Community Bank ($11.9M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $139.0M |
| Exits | 10 | $12.1M |
All 13F filers, Q2 2025 → Q3 2025: 6,643,645 shares bought and 617,342 shares sold, net +6,026,303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Sumitomo Life Insurance Co. | 4.27% | New | 6,220,000 | $137.6M |
| Morgan Stanley | 0.00% | Add +8.2% | 723,132 | $16.0M |
| United Community Bank | 3.68% | Add +1.6% | 537,928 | $11.9M |
| Osaic Holdings, Inc. | 0.01% | Add +17.4% | 483,119 | $10.7M |
| MAI Capital Management | 0.06% | Reduce -2.7% | 411,826 | $9.1M |
| LPL Financial LLC | 0.00% | Add +56.5% | 199,988 | $4.4M |
| Creative Planning | 0.00% | Reduce -6.3% | 182,487 | $4.0M |
| Bank of America Corp. | 0.00% | Add +117.8% | 177,914 | $3.9M |
| Fifth Third Securities, Inc. | 0.26% | Add +8.0% | 172,887 | $3.8M |
| Mount Lucas Management LP | 1.24% | Add +4.0% | 124,347 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 120,828 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.0% | 111,495 | $2.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -3.0% | 92,124 | $2.0M |
| Cullen/Frost Bankers, Inc. | 0.02% | No change | 77,965 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 65,388 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +7.4% | 64,417 | $1.4M |
| Omega Financial Group, LLC | 0.43% | Add +0.4% | 57,941 | $1.3M |
| Assetmark, Inc. | 0.00% | Reduce -1.0% | 57,457 | $1.3M |
| Citadel Advisors | 0.00% | New | 56,684 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -25.4% | 37,644 | $833K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.0% | 36,702 | $812K |
| Old Mission Capital LLC | 0.03% | Add +93.3% | 33,130 | $733K |
| MML Investors Services, LLC | 0.00% | Add +22.2% | 27,152 | $601K |
| HighTower Advisors, LLC | 0.00% | No change | 24,888 | $551K |
| Stifel Financial Corp. | 0.00% | Add +7.3% | 24,187 | $535K |
| Corient Private Wealth LP | 0.00% | Reduce -1.1% | 14,239 | $315K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +7.8% | 13,854 | $306K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.0% | 12,445 | $275K |
| Level Four Advisory Services, LLC | 0.01% | No change | 12,071 | $267K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.8% | 10,883 | $241K |
| OneDigital Investment Advisors LLC | 0.00% | Add +5.6% | 9,755 | $216K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +0.2% | 7,538 | $167K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 6,981 | $154K |
| MGB Wealth Management, LLC | 0.04% | No change | 6,000 | $133K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,715 | $60K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 2,467 | $55K |
| UBS Group AG | 0.00% | Reduce -88.3% | 2,405 | $53K |
| Founders Financial Alliance, LLC | 0.01% | New | 2,135 | $47K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 1,326 | $29K |
| JPMorgan Chase & Co. | 0.00% | No change | 899 | $20K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 792 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 596 | $13K |
| Rockefeller Capital Management L.P. | 0.00% | New | 480 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 425 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 345 | $8K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 199 | $4K |
| Fifth Third Bancorp | 0.00% | New | 139 | $3K |
| 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 | $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.