PBP icon

Invesco S&P 500 BuyWrite ETF
PBP

Overview Fund Activity

49 hedge funds and large institutions have $46.2M invested in Invesco S&P 500 BuyWrite ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFB
1
Cullen/Frost Bankers
Texas
$1.66M
2
BP
2
BBR Partners
New York
$1.18M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.09M
4
ES
4
Eagle Strategies
New York
$463K
5
Ameriprise
5
Ameriprise
Minnesota
$569K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.5M
2
RJA
2
Raymond James & Associates
Florida
$1.03M
3
OMC
3
Old Mission Capital
Illinois
$0
4
EWM
4
Empirical Wealth Management
Washington
$4.58M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$329K -$41.4K -1,839 -11%
Corient Private Wealth
27
Corient Private Wealth
Florida
$324K – – –
AAP
28
Arax Advisory Partners
Colorado
$307K +$6.88K +306 +2%
LFAS
29
Level Four Advisory Services
Texas
$306K – – –
BTWM
30
Baker Tilly Wealth Management
Wisconsin
$260K – – –
CAL
31
Capital Advisors Ltd
Ohio
$173K +$35.5K +1,578 +26%
RL
32
Rogco LP
Oklahoma
$166K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$160K -$123K -5,485 -44%
MWM
34
MGB Wealth Management
Texas
$135K – – –
AF
35
Advisornet Financial
Minnesota
$61K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$47.1K -$17.4K -776 -27%
CPA
37
Clear Point Advisors
New York
$35.5K +$787 +35 +2%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$31.9K -$764 -34 -2%
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$24.5K -$112 -5 -0.5%
Comerica Bank
40
Comerica Bank
Texas
$22.5K – – –
AIP
41
Ameritas Investment Partners
Nebraska
$15.9K – – –
CP
42
Castleview Partners
Texas
$5.96K – – –
CIAS
43
Capital Investment Advisory Services
North Carolina
$4.2K – – –
AWM
44
Avior Wealth Management
Nebraska
$4.05K – – –
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$1.93K – – –
MFC
46
Mechanics Financial Corp
Ohio
$1.6K – – –
MTIC
47
Missouri Trust & Investment Company
Missouri
$292 +$292 +13 New
NA
48
NewEdge Advisors
Louisiana
$225 – – –
DFA
49
DHJJ Financial Advisors
Illinois
$225 – – –
HNB
50
Huntington National Bank
Ohio
$22 -$22 – –
1
2
3