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Invesco S&P 500 BuyWrite ETF
PBP

50 hedge funds and large institutions have $226M invested in Invesco S&P 500 BuyWrite ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more capital invested

Capital invested by funds: $91.9M → $226M (+$134M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

11.67% more ownership

Funds ownership: 64.68% → 76.35% (+12%)

6% less funds holding

Funds holding: 53 → 50 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
17
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SLI
Sumitomo Life Insurance
Japan
+$137M
2
Bank of America
Bank of America
North Carolina
+$2.12M
3
LPL Financial
LPL Financial
California
+$1.59M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.57M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.13M
2
SF
Synovus Financial
Georgia
-$4.26M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.96M
4
UBS Group
UBS Group
Switzerland
-$400K
5
AAP
Arax Advisory Partners
Colorado
-$340K
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$315K -$3.44K -156 -1%
DAS
27
Dynamic Advisor Solutions
Arizona
$306K +$22.1K +1,002 +8%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$275K -$37.3K -1,694 -12%
LFAS
29
Level Four Advisory Services
Texas
$267K – – –
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$241K +$19.4K +882 +9%
OIA
31
OneDigital Investment Advisors
Kansas
$216K +$11.4K +515 +6%
CAL
32
Capital Advisors Ltd
Ohio
$167K +$353 +16 +0.2%
PWA
33
Provenance Wealth Advisors
Florida
$154K – – –
MWM
34
MGB Wealth Management
Texas
$133K – – –
AF
35
Advisornet Financial
Minnesota
$60.1K – – –
GWSG
36
GPS Wealth Strategies Group
Colorado
$54.6K +$54.4K +2,467 New
UBS Group
37
UBS Group
Switzerland
$53.2K -$400K -18,153 -88%
FFA
38
Founders Financial Alliance
North Carolina
$47.2K +$47.1K +2,135 New
PWA
39
Physician Wealth Advisors
Utah
$29.3K – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$19.9K – – –
AIP
41
Ameritas Investment Partners
Nebraska
$17.5K – – –
HI
42
Harbour Investments
Wisconsin
$13.2K – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$10.6K +$10.6K +480 New
SIC
44
Salem Investment Counselors
North Carolina
$9.4K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$7.63K – – –
MWPCG
46
Measured Wealth Private Client Group
New Hampshire
$4.4K +$4.39K +199 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$3.08K +$3.06K +139 New
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$2.03K – – –
PS
49
Principal Securities
Iowa
$1.44K – – –
DFA
50
DHJJ Financial Advisors
Illinois
$222 – – –
1
2
3

PBP Hedge Fund Activity: Q3 2025 in Review

50 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q3 2025, worth a combined $226M — up 146% from $91.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBP and 7 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Sumitomo Life Insurance, opening a new position worth an estimated $137M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.13M sold.

  • 50 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q3 2025, down from 53 in Q2 2025.
  • Funds reported $226M of Invesco S&P 500 BuyWrite ETF stock for Q3 2025, up 146% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q3 2025 and 10 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 BuyWrite ETF buyer in Q3 2025 was Sumitomo Life Insurance, an estimated $137M added.
  • The largest Invesco S&P 500 BuyWrite ETF seller in Q3 2025 was Susquehanna International Group, an estimated $5.13M sold.

Based on aggregated 13F filings for Q3 2025.