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Invesco S&P 500 BuyWrite ETF (PBP) Institutional Ownership

$23.39 +0.12 (+0.52%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 BuyWrite ETF (BATS:PBP)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$158.38M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$8.86M
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PBP Institutional Buying and Selling by Quarter

Invesco S&P 500 BuyWrite ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 Nwam LLC3,842$88K0.0%N/A0.025%
8/20/2026 Strategic Advisors LLC2,986$68K0.0%N/A0.019%
8/20/2026 Advocacy Wealth Management LLC128,355$2.94M0.0%N/A0.828%
8/20/2026 BTG Pactual Asset Management US LLC1,232$28K0.0%N/A0.008%
8/20/2026 Oarsman Capital Inc.235,994$5.40M0.4%N/A1.523%
8/20/2026 Rothschild Capital Partners LLC56,802$1.30M0.3%N/A0.366%
8/20/2026 Headlands Technologies LLC16,978$389K0.0%N/A0.110%
7/7/2026 Dynamic Advisor Solutions LLC13,313$305K0.0%-3.6%0.088%
5/19/2026 Western Wealth Management LLC2,506$55K0.0%N/A0.017%
5/19/2026 Bank of America Corp DE204,952$4.51M0.0%-2.6%1.380%
5/18/2026 Royal Bank of Canada43,605$959K0.0%+9.2%0.294%
5/13/2026 First Citizens Bank & Trust Co.13,727$302K0.0%N/A0.092%
5/7/2026 AlphaCentric Advisors LLC21,069$463K0.5%+13.6%0.142%
5/6/2026 Assetmark Inc.57,690$1.27M0.0%-2.4%0.388%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management88,159$1.94M0.0%-2.5%0.594%
5/1/2026 Citizens Financial Group Inc. RI13,588$299K0.0%+15.8%0.092%
4/30/2026 Kestra Advisory Services LLC11,562$254K0.0%+8.9%0.078%
4/30/2026 IAG Wealth Partners LLC6,917$152K0.0%N/A0.047%
4/18/2026 CENTRAL TRUST Co35,827$788K0.0%-2.4%0.243%
3/17/2026 Rockefeller Capital Management L.P.1,534$35K0.0%+219.6%0.011%
2/19/2026 TMB Capital Partners LLC11,158$255K0.1%N/A0.077%
2/17/2026 Osaic Holdings Inc.435,269$9.94M0.0%-9.9%3.002%
2/17/2026 Royal Bank of Canada39,931$912K0.0%+6.1%0.275%
2/16/2026 MML Investors Services LLC30,992$708K0.0%+14.1%0.214%
2/16/2026 Arax Advisory Partners16,743$382K0.0%N/A0.115%
2/13/2026 Kestra Advisory Services LLC10,621$242K0.0%N/A0.073%
2/13/2026 Stifel Financial Corp25,232$576K0.0%+4.3%0.174%
2/13/2026 Wells Fargo & Company MN63,293$1.45M0.0%-1.7%0.437%
2/12/2026 Commonwealth Equity Services LLC23,245$531K0.0%+86.8%0.160%
2/12/2026 AlphaCentric Advisors LLC18,541$423K0.4%N/A0.128%
2/11/2026 LPL Financial LLC193,433$4.42M0.0%-3.3%1.334%
2/6/2026 Cullen Frost Bankers Inc.101,771$2.32M0.0%+30.5%0.702%
2/6/2026 Envestnet Portfolio Solutions Inc.12,423$284K0.0%+14.2%0.086%
2/5/2026 Thrivent Financial for Lutherans117,224$2.68M0.0%N/A0.808%
1/30/2026 Citizens Financial Group Inc. RI11,729$268K0.0%N/A0.083%
1/30/2026 United Community Bank480,266$10.96M4.1%-10.7%3.394%
1/23/2026 Assetmark Inc.59,128$1.35M0.0%+2.9%0.416%
1/23/2026 Fifth Third Securities Inc.151,364$3.46M0.2%-12.4%1.066%
1/16/2026 Matauro LLC8,869$202K0.0%N/A0.062%
1/16/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management90,434$2.07M0.0%-1.8%0.637%
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11/17/2025 Citadel Advisors LLC56,684$1.25M0.0%N/A0.420%
11/17/2025 Bank of America Corp DE177,914$3.94M0.0%+117.8%1.318%
11/17/2025 Ameriprise Financial Inc.65,388$1.45M0.0%-1.4%0.484%
11/14/2025 Creative Planning182,487$4.04M0.0%-6.3%1.352%
11/14/2025 Raymond James Financial Inc.120,828$2.67M0.0%-0.9%0.895%
11/12/2025 Sumitomo Life Insurance Co.6,220,000$137.59M4.3%N/A46.074%
11/10/2025 MAI Capital Management411,826$9.11M0.1%-2.7%3.051%
11/10/2025 Mount Lucas Management LP124,347$2.75M1.1%+4.0%0.921%
11/10/2025 OneDigital Investment Advisors LLC9,755$216K0.0%+5.6%0.072%
11/10/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management92,124$2.04M0.0%-2.9%0.682%
11/7/2025 Founders Financial Alliance LLC2,135$47K0.0%N/A0.016%
11/6/2025 Assetmark Inc.57,457$1.27M0.0%-1.0%0.426%
11/5/2025 Envestnet Asset Management Inc.111,495$2.47M0.0%+11.0%0.832%
11/4/2025 United Community Bank537,928$11.90M3.7%+1.6%4.014%
11/3/2025GPS Wealth Strategies Group LLC2,467$55K0.0%N/A0.018%
10/30/2025 Envestnet Portfolio Solutions Inc.10,883$241K0.0%+8.8%0.081%
10/10/2025 Fifth Third Securities Inc.172,887$3.82M0.3%+8.0%1.295%
10/9/2025 Dynamic Advisor Solutions LLC13,854$306K0.0%+7.8%0.104%
9/4/2025 Osaic Holdings Inc.411,683$9M0.0%-35.1%3.204%
8/26/2025 Thrivent Financial for Lutherans89,568$1.96M0.0%N/A0.697%
8/15/2025 Bank of America Corp DE81,701$1.79M0.0%-15.2%0.636%
8/15/2025 Ameriprise Financial Inc.66,328$1.45M0.0%+6.0%0.516%
8/14/2025 Raymond James Financial Inc.121,886$2.66M0.0%+6.4%0.949%
8/13/2025 M Holdings Securities Inc.14,950$327K0.1%N/A0.116%
8/13/2025 Level Four Advisory Services LLC12,071$264K0.0%-8.3%0.094%
8/12/2025 MAI Capital Management423,165$9.25M0.1%+21.6%3.293%
8/11/2025 Mount Lucas Management LP119,538$2.61M1.1%+7.4%0.930%
8/8/2025 Creative Planning194,699$4.26M0.0%-6.2%1.515%
8/8/2025 Omega Financial Group LLC57,696$1.26M0.4%-2.0%0.449%
8/7/2025 CENTRAL TRUST Co36,705$802K0.0%-3.3%0.286%
8/4/2025 Assetmark Inc.58,020$1.27M0.0%-3.7%0.452%
8/1/2025 Envestnet Asset Management Inc.100,421$2.20M0.0%+71.8%0.781%
7/30/2025 Cullen Frost Bankers Inc.77,965$1.70M0.0%-41.0%0.611%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management94,924$2.08M0.0%-14.2%0.745%
7/17/2025 Fifth Third Securities Inc.160,029$3.50M0.3%+19.1%2.462%
5/19/2025Jane Street Group LLC16,758$372K0.0%+64.7%0.270%
5/15/2025Royal Bank of Canada48,551$1.08M0.0%+36.1%0.783%
5/15/2025MAI Capital Management348,094$7.72M0.1%+25.6%5.614%
5/14/2025Synovus Financial Corp138,105$3.06M0.0%N/A2.228%
5/14/2025SVB Wealth LLC3,733$83K0.0%N/A0.060%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors75,606$1.69M0.1%N/A1.219%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management110,605$2.45M0.1%-8.4%1.784%
5/7/2025LPL Financial LLC109,020$2.42M0.0%+15.0%1.758%
5/6/2025Assetmark Inc.60,253$1.34M0.0%-3.4%0.972%
5/6/2025Mount Lucas Management LP111,269$2.47M0.8%-2.4%1.739%
5/2/2025Cullen Frost Bankers Inc.132,105$2.93M0.0%+13.5%2.064%
5/1/2025Omega Financial Group LLC58,868$1.31M0.5%-3.0%0.920%
5/1/2025Fifth Third Securities Inc.134,321$2.98M0.3%+214.5%2.099%
4/29/2025Envestnet Asset Management Inc.58,457$1.30M0.0%+33.9%0.913%
4/17/2025RiverTree Advisors LLC153,156$3.40M2.3%N/A2.393%
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4/17/2025Dynamic Advisor Solutions LLC9,300$206K0.0%N/A0.145%
2/17/2025Bank of America Corp DE78,295$1.85M0.0%+6.7%1.759%
2/17/2025Ameriprise Financial Inc.34,283$808K0.0%+40.1%0.770%
2/14/2025Jane Street Group LLC10,176$240K0.0%N/A0.229%
2/14/2025Stifel Financial Corp9,269$218K0.0%N/A0.208%
2/13/2025Townsquare Capital LLC10,000$236K0.0%-13.6%0.225%
2/13/2025Raymond James Financial Inc.94,796$2.23M0.0%N/A2.130%
2/13/2025Envestnet Asset Management Inc.43,666$1.03M0.0%+13.4%0.981%
2/13/2025Wells Fargo & Company MN60,959$1.44M0.0%+29.6%1.370%
2/11/2025LPL Financial LLC94,796$2.23M0.0%+5.3%2.130%


PBP Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 institutional investors and hedge funds held shares of Invesco S&P 500 BuyWrite ETF. The most heavily invested institutionals were Sumitomo Life Insurance Co. ($137.59M), United Community Bank ($10.96M), Osaic Holdings Inc. ($9.94M), MAI Capital Management ($9.11M), Oarsman Capital Inc. ($5.40M), Bank of America Corp DE ($4.51M), and LPL Financial LLC ($4.42M).Learn more on Invesco S&P 500 BuyWrite ETF's institutional investors.

Of the 51 institutional investors that purchased Invesco S&P 500 BuyWrite ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sumitomo Life Insurance Co. ($6.22M), Oarsman Capital Inc. ($235.99K), Thrivent Financial for Lutherans ($206.79K), Raymond James Financial Inc. ($196.87K), Q3 Asset Management ($174.48K), Fifth Third Securities Inc. ($172.89K), and RiverTree Advisors LLC ($153.16K).

Institutional investors have bought a total of 7,136,598 shares in the last 24 months. This purchase volume represents approximately $158.38M in transactions.

Of the 14 institutional investors that sold Invesco S&P 500 BuyWrite ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($270.75K), United Community Bank ($57.66K), Fifth Third Securities Inc. ($21.52K), Creative Planning ($12.21K), MAI Capital Management ($11.34K), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($6.77K), and LPL Financial LLC ($6.56K).

Institutional investors have sold a total of 398,841 shares in the last 24 months. This volume of shares sold represents approximately $8.86M in transactions.


Related Companies

Institutional ownership data for BATS:PBP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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