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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
William Blair & Company
51
William Blair & Company
Illinois
$2.39K – – –
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$1.97K – – –
PS
53
Principal Securities
Iowa
$1.53K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.38K -$4.43K -190 -75%
WPA
55
West Paces Advisors
Georgia
$510 +$537 +23 New
DFA
56
DHJJ Financial Advisors
Illinois
$222 – – –
HNB
57
Huntington National Bank
Ohio
$22 – – –
QAM
58
Q3 Asset Management
Michigan
– -$4.11M -174,479 Closed
NG
59
Norden Group
Utah
– -$236K -10,000 Closed
TC
60
TownSquare Capital
Utah
– -$236K -10,000 Closed
KPWS
61
Kestra Private Wealth Services
Texas
– -$207K -8,786 Closed
HAS
62
HBW Advisory Services
California
– -$117K -4,950 Closed
VHAM
63
Van Hulzen Asset Management
California
– -$13.6K -577 Closed
RWM
64
Rialto Wealth Management
New York
– -$8.37K -355 Closed
AWM
65
Avior Wealth Management
Nebraska
– -$4.24K -180 Closed
CA
66
CoreCap Advisors
Michigan
– -$1.18K -50 Closed
CAS
67
Coppell Advisory Solutions
Texas
– -$744 -35 Closed
1 2
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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.