Invesco S&P 500 Buywrite ETFPBPETF
13F holders, Q1 2026 (March 31)57holders +3
8new positions
5sold out
1famous investor
$21.99avg. 13F price*
At the end of Q1 2026, 57 institutions reported holding Invesco S&P 500 Buywrite ETF (PBP) in their 13F filings, up 3 from Q4 2025. 8 opened new positions and 5 sold out. The largest holders were Sumitomo Life Insurance Co. ($136.8M), Morgan Stanley ($17.5M) and United Community Bank ($10.6M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.9M |
| Exits | 5 | $439K |
All 13F filers, Q4 2025 → Q1 2026: 320,542 shares bought and 822,554 shares sold, net −502,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Sumitomo Life Insurance Co. | 3.20% | No change | 6,220,000 | $136.8M |
| Morgan Stanley | 0.00% | Add +6.0% | 795,364 | $17.5M |
| United Community Bank | 3.53% | Add +0.3% | 481,748 | $10.6M |
| MAI Capital Management | 0.06% | Add +5.0% | 459,027 | $10.1M |
| LPL Financial LLC | 0.00% | Add +6.0% | 205,000 | $4.5M |
| Bank of America Corp. | 0.00% | Reduce -2.6% | 204,952 | $4.5M |
| Creative Planning | 0.00% | Add +3.8% | 177,070 | $3.9M |
| Fifth Third Securities, Inc. | 0.24% | Add +9.5% | 165,690 | $3.6M |
| Mount Lucas Management LP | 1.12% | Add +10.9% | 137,947 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +16.1% | 136,097 | $3.0M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +17.4% | 119,523 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 119,472 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +80.6% | 114,329 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +2.3% | 99,536 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -2.5% | 88,159 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -83.1% | 70,679 | $1.6M |
| Omega Financial Group, LLC | 0.43% | Add +2.2% | 59,265 | $1.3M |
| Assetmark, Inc. | 0.00% | Reduce -2.4% | 57,690 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +9.2% | 43,605 | $959K |
| Citadel Advisors | 0.00% | New | 39,460 | $868K |
| MML Investors Services, LLC | 0.00% | Add +21.1% | 37,529 | $825K |
| CENTRAL TRUST Co | 0.02% | Reduce -2.4% | 35,827 | $788K |
| Susquehanna International Group, LLP | 0.00% | Add +9.5% | 25,290 | $556K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 23,188 | $510K |
| AlphaCentric Advisors LLC | 0.46% | Add +13.6% | 21,069 | $463K |
| Stifel Financial Corp. | 0.00% | Reduce -20.7% | 20,006 | $440K |
| HighTower Advisors, LLC | 0.00% | Reduce -26.8% | 18,230 | $401K |
| Arax Advisory Partners | 0.01% | Add +2.3% | 17,119 | $376K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +37.2% | 17,040 | $375K |
| Corient Private Wealth LP | 0.00% | No change | 14,224 | $313K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.8% | 13,810 | $304K |
| First Citizens Bank & Trust Co. | 0.01% | New | 13,727 | $302K |
| Citizens Financial Group Inc. | 0.00% | Add +15.8% | 13,588 | $299K |
| Roan Capital Partners | 0.25% | — | 12,092 | $266K |
| TMB Capital Partners, LLC | 0.09% | Add +7.3% | 11,974 | $263K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -3.7% | 11,629 | $256K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.9% | 11,562 | $254K |
| Old Mission Capital LLC | 0.01% | New | 11,306 | $249K |
| Jane Street Group, LLC | 0.00% | New | 10,896 | $240K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 9,630 | $212K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +0.3% | 7,584 | $167K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 6,981 | $154K |
| IAG Wealth Partners, LLC | 0.02% | New | 6,917 | $152K |
| Rockefeller Capital Management L.P. | 0.00% | Add +196.1% | 4,542 | $100K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,715 | $60K |
| Osaic Holdings, Inc. | 0.00% | Reduce -99.5% | 2,373 | $52K |
| Founders Financial Alliance, LLC | 0.01% | New | 1,451 | $32K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 1,326 | $29K |
| Strive Financial Group ,LLC | 0.01% | No change | 848 | $19K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 792 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 671 | $15K |
| Salem Investment Counselors Inc. | 0.00% | New | 525 | $12K |
| FMR LLC | 0.00% | Add +19.1% | 400 | $9K |
| Protective Life Corp. | 0.02% | New | 272 | $6K |
| Fifth Third Bancorp | 0.00% | No change | 139 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 32 | $704 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $220 |
"% 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.