We are live on ! Find out more
PBP icon

Invesco S&P 500 BuyWrite ETF
PBP

54 hedge funds and large institutions have $244M invested in Invesco S&P 500 BuyWrite ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

8% more funds holding

Funds holding: 50 → 54 (+4)

8% more capital invested

Capital invested by funds: $226M → $244M (+$17.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.61% less ownership

Funds ownership: 76.35% → 73.74% (-2.6%)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
19
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$7.99M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.65M
3
Bank of America
Bank of America
North Carolina
+$737K
4
Morgan Stanley
Morgan Stanley
New York
+$621K
5
MCM
MAI Capital Management
Ohio
+$578K

Top Sellers

Rank Fund Capital Flow
1
UCB
United Community Bank
South Carolina
-$1.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.25M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.08M
4
OMC
Old Mission Capital
Illinois
-$733K
5
Raymond James Financial
Raymond James Financial
Florida
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$531K +$244K +10,800 +87%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$527K +$523K +23,093 New
AA
28
AlphaCentric Advisors
Puerto Rico
$423K +$420K +18,541 New
AAP
29
Arax Advisory Partners
Colorado
$382K +$379K +16,743 New
DAS
30
Dynamic Advisor Solutions
Arizona
$321K +$4.62K +204 +1%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$284K +$34.8K +1,540 +14%
LFAS
32
Level Four Advisory Services
Texas
$276K – – –
CFG
33
Citizens Financial Group
Rhode Island
$268K +$265K +11,729 New
TCP
34
TMB Capital Partners
Arkansas
$255K +$252K +11,158 New
KAS
35
Kestra Advisory Services
Texas
$242K +$240K +10,621 New
HAG
36
HighPoint Advisor Group
Illinois
$223K +$221K +9,789 New
OIA
37
OneDigital Investment Advisors
Kansas
$220K -$2.83K -125 -1%
M
38
MATAURO
New York
$202K +$201K +8,869 New
CAL
39
Capital Advisors Ltd
Ohio
$173K +$588 +26 +0.3%
PWA
40
Provenance Wealth Advisors
Florida
$159K – – –
MWM
41
MGB Wealth Management
Texas
$137K – – –
AF
42
Advisornet Financial
Minnesota
$62K – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$35K +$23.8K +1,054 +220%
PWA
44
Physician Wealth Advisors
Utah
$30.3K – – –
SFG
45
Strive Financial Group
Indiana
$19.4K +$19.2K +848 New
AIP
46
Ameritas Investment Partners
Nebraska
$18.1K – – –
HI
47
Harbour Investments
Wisconsin
$15.3K +$1.7K +75 +13%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$7.67K +$7.6K +336 New
Barclays
49
Barclays
United Kingdom
$5.07K +$5.02K +222 New
Jones Financial Companies
50
Jones Financial Companies
Missouri
$4.98K +$4.93K +218 New
1
2
3

PBP Hedge Fund Activity: Q4 2025 in Review

54 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q4 2025, worth a combined $244M — up 7.9% from $226M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBP positions and 10 closed out — a net gain of 4 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.99M. The largest seller was United Community Bank, cutting an estimated $1.3M.

  • 54 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q4 2025, up from 50 in Q3 2025.
  • Funds reported $244M of Invesco S&P 500 BuyWrite ETF stock for Q4 2025, up 7.9% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q4 2025 and 10 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 BuyWrite ETF buyer in Q4 2025 was Ameriprise, an estimated $7.99M added.
  • The largest Invesco S&P 500 BuyWrite ETF seller in Q4 2025 was United Community Bank, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2025.