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Invesco S&P 500 BuyWrite ETF
PBP

56 hedge funds and large institutions have $80.5M invested in Invesco S&P 500 BuyWrite ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

39% more capital invested

Capital invested by funds: $58.1M → $80.5M (+$22.4M)

5% more ownership

Funds ownership: 56.01% → 61.01% (+5%)

5% less funds holding

Funds holding: 59 → 56 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
21
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$14.7M
2
RA
RiverTree Advisors
Florida
+$3.57M
3
SF
Synovus Financial
Georgia
+$3.22M
4
FTS
Fifth Third Securities
Ohio
+$2.14M
5
PCA
Prosperity Capital Advisors
Ohio
+$1.76M

Top Sellers

Rank Fund Capital Flow
1
QAM
Q3 Asset Management
Michigan
-$4.11M
2
Creative Planning
Creative Planning
Kansas
-$253K
3
EWM
Empirical Wealth Management
Washington
-$238K
4
NG
Norden Group
Utah
-$236K
5
TC
TownSquare Capital
Utah
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$523K +$334K +14,303 +154%
UBS Group
27
UBS Group
Switzerland
$480K +$13.6K +581 +3%
Jane Street
28
Jane Street
New York
$372K +$154K +6,582 +65%
PWA
29
Provenance Wealth Advisors
Florida
$358K – – –
AAP
30
Arax Advisory Partners
Colorado
$335K +$8.82K +378 +3%
Citadel Advisors
31
Citadel Advisors
Florida
$324K +$341K +14,601 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$323K +$25.6K +1,099 +8%
Corient Private Wealth
33
Corient Private Wealth
Florida
$319K – – –
SP
34
Symmetry Partners
Connecticut
$295K – – –
LFAS
35
Level Four Advisory Services
Texas
$292K – – –
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$221K -$3.1K -133 -1%
DAS
37
Dynamic Advisor Solutions
Arizona
$206K +$217K +9,300 New
CAL
38
Capital Advisors Ltd
Ohio
$166K – – –
MWM
39
MGB Wealth Management
Texas
$133K – – –
SW
40
SVB Wealth
Massachusetts
$82.8K +$87.1K +3,733 New
AF
41
Advisornet Financial
Minnesota
$60.2K – – –
PWA
42
Physician Wealth Advisors
Utah
$29.4K – – –
MAS
43
MPWM Advisory Solutions
Georgia
$20.9K +$537 +23 +3%
JP Morgan Chase
44
JP Morgan Chase
New York
$20.4K – – –
RL
45
Rogco LP
Oklahoma
$18.4K -$4.32K -185 -18%
AIP
46
Ameritas Investment Partners
Nebraska
$17.5K – – –
HI
47
Harbour Investments
Wisconsin
$13.2K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
SIC
49
Salem Investment Counselors
North Carolina
$7.21K – – –
SAM
50
Smartleaf Asset Management
Massachusetts
$3.56K +$2.99K +128 +388%
1
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PBP Hedge Fund Activity: Q1 2025 in Review

56 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q1 2025, worth a combined $80.5M — up 39% from $58.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBP and 8 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 21 added.

The largest buyer was Osaic Holdings, adding an estimated $14.7M. The largest seller was Q3 Asset Management, exiting entirely with an estimated $4.11M sold.

  • 56 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q1 2025, down from 59 in Q4 2024.
  • Funds reported $80.5M of Invesco S&P 500 BuyWrite ETF stock for Q1 2025, up 39% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q1 2025 and 10 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 BuyWrite ETF buyer in Q1 2025 was Osaic Holdings, an estimated $14.7M added.
  • The largest Invesco S&P 500 BuyWrite ETF seller in Q1 2025 was Q3 Asset Management, an estimated $4.11M sold.

Based on aggregated 13F filings for Q1 2025.