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

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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 BuyWrite ETF (NYSEARCA:PBP)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$20.25M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.72M
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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
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%
4/29/2025 Envestnet Asset Management Inc.58,457$1.30M0.0%+33.9%0.913%
4/17/2025 RiverTree Advisors LLC153,156$3.40M2.3%N/A2.393%
4/17/2025 Dynamic 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%
2/13/2025 Envestnet 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%
2/11/2025 Symmetry Partners LLC13,320$314K0.0%N/A0.299%
2/10/2025 Envestnet Portfolio Solutions Inc.10,103$238K0.0%N/A0.227%
2/10/2025Commonwealth Equity Services LLC13,485$318K0.0%-9.9%0.303%
2/7/2025Mount Lucas Management LP114,007$2.69M0.9%+1.5%2.562%
2/6/2025Raymond James Financial Inc.94,796$2.23M0.0%N/A2.130%
2/6/2025Cullen Frost Bankers Inc.116,422$2.74M0.0%+6.1%2.616%
2/6/2025Assetmark Inc.62,406$1.47M0.0%+1.4%1.402%
2/5/2025Norden Group LLC10,000$236K0.0%-13.6%0.225%
1/31/2025AlphaCentric Advisors LLC16,573$391K0.4%+4.9%0.372%
1/24/2025 CENTRAL TRUST Co37,995$896K0.0%-5.7%0.854%
1/24/2025Q3 Asset Management174,479$4.11M2.6%N/A3.921%
1/23/2025Fifth Third Securities Inc.42,711$1.01M0.1%N/A0.960%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management120,803$2.85M0.1%-39.7%2.715%
1/15/2025 Wealthcare Advisory Partners LLC30,147$711K0.0%+244.3%0.677%
1/10/2025 HBW Advisory Services LLC4,950$117K0.0%N/A0.111%
11/6/2024Mount Lucas Management LP112,356$2.57M0.9%+3.9%2.525%
11/1/2024Assetmark Inc.61,552$1.41M0.0%+0.9%1.383%
10/23/2024 Rogco LP4,514$103K0.0%-38.9%0.101%
10/23/2024 CENTRAL TRUST Co40,277$920K0.0%-7.3%0.905%
10/8/2024Omega Financial Group LLC60,562$1.38M0.5%-3.4%1.361%
8/6/2024Mount Lucas Management LP108,158$2.40M0.7%-3.7%2.431%
8/6/2024Cullen Frost Bankers Inc.108,722$2.41M0.0%+47.1%2.443%
7/19/2024Raymond James & Associates66,080$1.46M0.0%+44.9%1.485%
7/16/2024Edmonds Duncan Registered Investment Advisors LLC195,048$4.32M1.1%+15.9%4.383%
7/12/2024Omega Financial Group LLC62,667$1.39M0.6%-3.3%1.408%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management203,585$4.58M0.1%-6.5%4.847%
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4/24/2024 CENTRAL TRUST Co76,197$1.71M0.0%+14.8%1.814%
4/18/2024 Capital Advisors Ltd. LLC7,700$173K0.0%+25.8%0.183%
4/18/2024Edmonds Duncan Registered Investment Advisors LLC168,325$3.78M0.9%+1.4%4.008%
2/7/2024Mount Lucas Management LP114,238$2.48M0.7%+2.3%2.567%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management217,781$4.73M0.2%+10.2%4.894%
2/6/2024 Wealthcare Advisory Partners LLC16,138$350K0.0%-23.3%0.363%
2/2/2024Anfield Capital Management LLC57,513$1.25M0.7%-43.9%1.292%
1/24/2024 CENTRAL TRUST Co66,386$1.44M0.0%+51.5%1.492%
1/16/2024Raymond James & Associates98,181$2.13M0.0%-2.2%2.206%
11/6/2023Anfield Capital Management LLC102,471$2.19M1.0%-1.0%2.303%
11/3/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management197,569$4.22M0.2%-1.4%4.440%
10/26/2023 CENTRAL TRUST Co43,812$935K0.0%+39.3%0.985%
10/24/2023Raymond James Financial Services Advisors Inc.35,737$763K0.0%-31.7%0.803%
10/16/2023Edmonds Duncan Registered Investment Advisors LLC165,938$3.54M0.6%+0.9%3.729%
10/12/2023 AdvisorNet Financial Inc2,787$59K0.0%-31.6%0.063%
10/12/2023 Wealthcare Advisory Partners LLC21,040$449K0.0%-12.1%0.473%
10/11/2023CWM LLC1,472$31K0.0%+257.3%0.033%
10/11/2023Omega Financial Group LLC65,049$1.39M0.7%-7.9%1.462%
8/14/2023Mount Lucas Management LP108,252$2.40M0.8%+49.4%2.433%
8/8/2023AlphaCentric Advisors LLC18,538$410K0.2%+35.8%0.417%
7/31/2023LPL Financial LLC85,232$1.89M0.0%+3.1%1.915%
7/28/2023 Koshinski Asset Management Inc.10,535$233K0.0%-44.1%0.237%
7/25/2023Raymond James Financial Services Advisors Inc.52,360$1.16M0.0%-12.4%1.177%
7/25/2023Raymond James & Associates99,988$2.21M0.0%+7.5%2.247%
7/18/2023 Allworth Financial LP1,545$34K0.0%N/A0.035%
7/12/2023Omega Financial Group LLC70,642$1.56M0.7%-2.9%1.587%
7/6/2023Edmonds Duncan Registered Investment Advisors LLC164,443$3.64M1.1%+2.3%3.695%
6/5/2023Level Four Advisory Services LLC14,099$299K0.0%-7.0%0.303%
5/12/2023AlphaCentric Advisors LLC13,653$289K0.2%N/A0.294%
5/9/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management202,190$4.29M0.2%+19.2%4.348%
5/5/2023 Juncture Wealth Strategies LLC161,923$3.43M1.7%+18.4%3.482%
5/4/2023 Wealthcare Advisory Partners LLC24,119$511K0.0%+2.4%0.519%
5/4/2023Anfield Capital Management LLC77,906$1.85M0.9%-11.1%1.675%
4/19/2023 CENTRAL TRUST Co31,777$674K0.0%+65.6%0.683%
4/14/2023Raymond James Financial Services Advisors Inc.59,797$1.27M0.0%-65.6%1.286%
4/14/2023Raymond James & Associates92,977$1.97M0.0%+3.2%2.000%
4/12/2023Edmonds Duncan Registered Investment Advisors LLC160,696$3.41M1.1%-2.3%3.246%
4/7/2023Omega Financial Group LLC72,741$1.54M0.7%-13.9%1.470%
2/14/2023Cary Street Partners Asset Management LLC52,285$1.05M0.2%N/A1.015%
2/13/2023 Wealthcare Advisory Partners LLC23,550$474K0.0%+53.0%0.457%
2/13/2023Heritage Wealth Management LLC4,534$91K0.0%+100.0%0.088%
2/10/2023SVB Wealth LLC29,002$584K0.0%+59.8%0.563%
2/10/2023Omega Financial Group LLC84,526$1.65M0.9%+19.6%1.641%
2/9/2023HighTower Advisors LLC70,912$1.43M0.0%+181.5%1.377%
2/8/2023Raymond James Financial Services Advisors Inc.174,057$3.50M0.0%+31.7%3.380%
2/8/2023Raymond James & Associates90,080$1.81M0.0%+8.5%1.749%
2/8/2023Capital Analysts LLC1,899$38K0.0%N/A0.037%
2/8/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management169,627$3.41M0.2%+21.2%3.294%
2/7/2023Commonwealth Equity Services LLC18,622$374K0.0%+39.5%0.362%
2/7/2023LPL Financial LLC85,621$1.72M0.0%+27.4%1.663%
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2/7/2023 Envestnet Asset Management Inc.240,843$4.85M0.0%+82.3%4.677%
2/1/2023Anfield Capital Management LLC87,603$1.76M0.9%-10.2%1.701%
1/26/2023 CENTRAL TRUST Co19,186$386K0.0%-14.8%0.373%
1/20/2023Edmonds Duncan Registered Investment Advisors LLC164,410$3.31M1.1%-0.7%3.073%
1/20/2023 Meridian Financial Partners LLC14,984$308K0.3%N/A0.280%
1/18/2023 Juncture Wealth Strategies LLC136,722$2.75M1.3%-12.6%2.556%
1/6/2023 Massmutual Trust Co. FSB ADV1,963$39K0.0%-49.2%0.034%
11/14/2022OLD Mission Capital LLC11,410$216K0.0%-86.8%0.228%
11/14/2022MML Investors Services LLC10,842$205K0.0%N/A0.217%
11/10/2022 Envestnet Asset Management Inc.132,130$2.50M0.0%+31.2%2.643%
(Data available from 1/1/2016 forward)

PBP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBP shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Invesco S&P 500 BuyWrite ETF. The most heavily invested institutionals were Edmonds Duncan Registered Investment Advisors LLC ($4.32M), Q3 Asset Management ($4.11M), Juncture Wealth Strategies LLC ($3.43M), RiverTree Advisors LLC ($3.40M), Fifth Third Securities Inc. ($2.98M), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($2.85M), and Cullen Frost Bankers Inc. ($2.74M).Learn more on PBP's institutional investors.

Which institutional investors have been buying Invesco S&P 500 BuyWrite ETF stock?

Of the 28 institutional investors that purchased Invesco S&P 500 BuyWrite ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($189.59K), Q3 Asset Management ($174.48K), RiverTree Advisors LLC ($153.16K), Fifth Third Securities Inc. ($134.32K), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($52.78K), CENTRAL TRUST Co ($44.75K), and Mount Lucas Management LP ($44.28K).

How much institutional buying is happening at Invesco S&P 500 BuyWrite ETF?

Institutional investors have bought a total of 1,081,790 shares in the last 24 months. This purchase volume represents approximately $24.62M in transactions.

Which Invesco S&P 500 BuyWrite ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold Invesco S&P 500 BuyWrite ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($96.64K), Anfield Capital Management LLC ($55.72K), Raymond James Financial Services Advisors Inc. ($24.06K), Omega Financial Group LLC ($13.73K), Koshinski Asset Management Inc. ($8.33K), Wealthcare Advisory Partners LLC ($7.81K), and CENTRAL TRUST Co ($5.43K).

How much institutional selling is happening at Invesco S&P 500 BuyWrite ETF?

Institutional investors have sold a total of 228,004 shares in the last 24 months. This volume of shares sold represents approximately $5.12M in transactions.


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This page (NYSEARCA:PBP) was last updated on 5/2/2025 by MarketBeat.com Staff
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