Invesco S&P 500 Buywrite ETFPBPETF
13F holders, Q4 2025 (December 31)54holders +4
11new positions
10sold out
$22.83avg. 13F price*
At the end of Q4 2025, 54 institutions reported holding Invesco S&P 500 Buywrite ETF (PBP) in their 13F filings, up 4 from Q3 2025. 11 opened new positions and 10 sold out. The largest holders were Sumitomo Life Insurance Co. ($142.0M), Morgan Stanley ($17.1M) and United Community Bank ($11.0M).
- Company
- Invesco S&P 500 Buywrite ETF
- CUSIP
- 46137V399
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.5M |
| Exits | 10 | $2.1M |
All 13F filers, Q3 2025 → Q4 2025: 687,523 shares bought and 270,709 shares sold, net +416,814 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Sumitomo Life Insurance Co. | 3.89% | No change | 6,220,000 | $142.0M |
| Morgan Stanley | 0.00% | Add +3.8% | 750,569 | $17.1M |
| United Community Bank | 4.15% | Reduce -10.7% | 480,266 | $11.0M |
| MAI Capital Management | 0.06% | Add +6.2% | 437,374 | $10.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.9% | 435,269 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Add +539.8% | 418,339 | $9.5M |
| Bank of America Corp. | 0.00% | Add +18.3% | 210,496 | $4.8M |
| LPL Financial LLC | 0.00% | Reduce -3.3% | 193,433 | $4.4M |
| Creative Planning | 0.00% | Reduce -6.5% | 170,527 | $3.9M |
| Fifth Third Securities, Inc. | 0.23% | Reduce -12.4% | 151,364 | $3.5M |
| Mount Lucas Management LP | 1.26% | Add +0.0% | 124,366 | $2.8M |
| Thrivent Financial for Lutherans | 0.00% | New | 117,224 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 115,189 | $2.6M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +30.5% | 101,771 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -19.4% | 97,332 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -1.8% | 90,434 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.7% | 63,293 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +2.9% | 59,128 | $1.3M |
| Omega Financial Group, LLC | 0.44% | Add +0.1% | 58,009 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +6.1% | 39,931 | $912K |
| CENTRAL TRUST Co | 0.02% | No change | 36,702 | $838K |
| MML Investors Services, LLC | 0.00% | Add +14.1% | 30,992 | $708K |
| Stifel Financial Corp. | 0.00% | Add +4.3% | 25,232 | $576K |
| HighTower Advisors, LLC | 0.00% | No change | 24,888 | $568K |
| Commonwealth Equity Services, LLC | 0.00% | Add +86.8% | 23,245 | $531K |
| Susquehanna International Group, LLP | 0.00% | New | 23,093 | $527K |
| AlphaCentric Advisors LLC | 0.42% | — | 18,541 | $423K |
| Arax Advisory Partners | 0.01% | New | 16,743 | $382K |
| Corient Private Wealth LP | 0.00% | Reduce -0.1% | 14,224 | $325K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.5% | 14,058 | $321K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.2% | 12,423 | $284K |
| Level Four Advisory Services, LLC | 0.01% | No change | 12,071 | $276K |
| Citizens Financial Group Inc. | 0.00% | New | 11,729 | $268K |
| TMB Capital Partners, LLC | 0.09% | — | 11,158 | $255K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,621 | $242K |
| HighPoint Advisor Group LLC | 0.00% | New | 9,789 | $223K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.3% | 9,630 | $220K |
| Matauro, LLC | 0.03% | New | 8,869 | $202K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +0.3% | 7,564 | $173K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 6,981 | $159K |
| MGB Wealth Management, LLC | 0.04% | No change | 6,000 | $137K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,715 | $62K |
| Rockefeller Capital Management L.P. | 0.00% | Add +219.6% | 1,534 | $35K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 1,326 | $30K |
| Strive Financial Group ,LLC | 0.01% | — | 848 | $19K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 792 | $18K |
| Harbour Investments, Inc. | 0.00% | Add +12.6% | 671 | $15K |
| FMR LLC | 0.00% | New | 336 | $8K |
| Barclays PLC | 0.00% | New | 222 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 218 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 139 | $3K |
| UBS Group AG | 0.00% | Reduce -94.3% | 137 | $3K |
| NewEdge Advisors, LLC | 0.00% | New | 32 | $731 |
| 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.