Invesco S&P 500 BuyWrite ETF
PBP
59 hedge funds and large institutions have $60.9M invested in Invesco S&P 500 BuyWrite ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
31% more capital invested
Capital invested by funds: $46.3M → $60.9M (+$14.6M)
2.8% more ownership
Funds ownership: 48.99% → 51.79% (+2.8%)
2% more funds holding
Funds holding: 58 → 59 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.64M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$3.62M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.17M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.06M |
| 5 |
Morgan Stanley
New York
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$951K |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$647K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$509K |
| 4 |
MM
Main Management
San Francisco,
California
|
-$481K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$434K |
PBP Hedge Fund Activity: Q4 2022 in Review
59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q4 2022, worth a combined $60.9M — up 31% from $46.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PBP positions and 10 closed out — a net gain of 4 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $3.64M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $951K sold.
- 59 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q4 2022, up from 58 in Q3 2022.
- Funds reported $60.9M of Invesco S&P 500 BuyWrite ETF stock for Q4 2022, up 31% quarter-over-quarter.
- 14 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q4 2022 and 10 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 BuyWrite ETF buyer in Q4 2022 was Ameriprise, an estimated $3.64M added.
- The largest Invesco S&P 500 BuyWrite ETF seller in Q4 2022 was Stratos Wealth Partners, an estimated $951K sold.
Based on aggregated 13F filings for Q4 2022.