We are live on ! Find out more
PBP icon

Invesco S&P 500 BuyWrite ETF

59 hedge funds and large institutions have $58.1M invested in Invesco S&P 500 BuyWrite ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

27% more capital invested

Capital invested by funds: $45.7M → $58.1M (+$12.4M)

13% more funds holding

Funds holding: 5259 (+7)

6.02% more ownership

Funds ownership: 49.99%56.01% (+6%)

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
17
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$318K -$34.1K -1,474 -10%
SP
27
Symmetry Partners
Connecticut
$314K +$308K +13,320 New
LFAS
28
Level Four Advisory Services
Texas
$310K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$252K +$248K +10,705 New
Jane Street
30
Jane Street
New York
$240K +$235K +10,176 New
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$238K +$234K +10,103 New
NG
32
Norden Group
Utah
$236K -$36.4K -1,575 -14%
TC
33
TownSquare Capital
Utah
$236K -$36.4K -1,575 -14%
Stifel Financial
34
Stifel Financial
Missouri
$218K +$214K +9,269 New
KPWS
35
Kestra Private Wealth Services
Texas
$207K +$203K +8,786 New
CAL
36
Capital Advisors Ltd
Ohio
$177K
MWM
37
MGB Wealth Management
Texas
$141K
HAS
38
HBW Advisory Services
California
$117K +$114K +4,950 New
AF
39
Advisornet Financial
Minnesota
$64K
Osaic Holdings
40
Osaic Holdings
Arizona
$63.5K -$54.8K -2,369 -47%
PWA
41
Physician Wealth Advisors
Utah
$31.3K +$30.7K +1,326 New
RL
42
Rogco LP
Oklahoma
$24K -$80.9K -3,497 -77%
JP Morgan Chase
43
JP Morgan Chase
New York
$21.7K -$1.27K -55 -6%
MAS
44
MPWM Advisory Solutions
Georgia
$21.6K +$21.2K +918 New
AIP
45
Ameritas Investment Partners
Nebraska
$18.7K
HI
46
Harbour Investments
Wisconsin
$14K +$13.8K +596 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$14K
VHAM
48
Van Hulzen Asset Management
California
$13.6K +$13.3K +577 New
RWM
49
Rialto Wealth Management
New York
$8.37K +$8.21K +355 New
SIC
50
Salem Investment Counselors
North Carolina
$7.66K

PBP Hedge Fund Activity: Q4 2024 in Review

59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q4 2024, worth a combined $58.1M — up 27% from $45.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PBP positions and 8 closed out — a net gain of 10 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $6.41M. The largest seller was Empirical Wealth Management, cutting an estimated $1.84M.

  • 59 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $58.1M of Invesco S&P 500 BuyWrite ETF stock for Q4 2024, up 27% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q4 2024 and 8 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 BuyWrite ETF buyer in Q4 2024 was MAI Capital Management, an estimated $6.41M added.
  • The largest Invesco S&P 500 BuyWrite ETF seller in Q4 2024 was Empirical Wealth Management, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2024.