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Invesco S&P 500 BuyWrite ETF
PBP

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: 52 → 59 (+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
–

Top Buyers

Rank Fund Capital Flow
1
MCM
MAI Capital Management
Ohio
+$6.41M
2
Creative Planning
Creative Planning
Kansas
+$5.05M
3
QAM
Q3 Asset Management
Michigan
+$4.04M
4
Morgan Stanley
Morgan Stanley
New York
+$1.41M
5
FTS
Fifth Third Securities
Ohio
+$988K

Top Sellers

Rank Fund Capital Flow
1
EWM
Empirical Wealth Management
Washington
-$1.84M
2
Amundi
Amundi
France
-$1.54M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.02M
4
CA
CoreCap Advisors
Michigan
-$622K
5
OMC
Old Mission Capital
Illinois
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$5.94K +$5.8K +251 +25,100%
AWM
52
Avior Wealth Management
Nebraska
$4.24K – – –
William Blair & Company
53
William Blair & Company
Illinois
$2.55K – – –
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$2.17K – – –
PS
55
Principal Securities
Iowa
$1.53K – – –
CA
56
CoreCap Advisors
Michigan
$1.18K -$622K -26,908 -100%
SAM
57
Smartleaf Asset Management
Massachusetts
$778 +$763 +33 New
CAS
58
Coppell Advisory Solutions
Texas
$744 – – –
DFA
59
DHJJ Financial Advisors
Illinois
$236 – – –
HNB
60
Huntington National Bank
Ohio
$22 – – –
Amundi
61
Amundi
France
– -$1.54M -67,330 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– -$1.02M -44,550 Closed
OMC
63
Old Mission Capital
Illinois
– -$400K -17,503 Closed
CPA
64
Clear Point Advisors
New York
– -$37.9K -1,658 Closed
Comerica Bank
65
Comerica Bank
Texas
– -$22.8K -1,000 Closed
KPP
66
Kings Path Partners
Texas
– -$11.4K -500 Closed
CIAS
67
Capital Investment Advisory Services
North Carolina
– -$4.27K -187 Closed
NA
68
NewEdge Advisors
Louisiana
– -$228 -10 Closed
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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.