Invesco S&P 500 BuyWrite ETF
PBP
62 hedge funds and large institutions have $67.7M invested in Invesco S&P 500 BuyWrite ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
9.98% more ownership
Funds ownership: 36.24% → 46.22% (+10%)
6% more capital invested
Capital invested by funds: $64M → $67.7M (+$3.66M)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
2% less funds holding
Funds holding: 63 → 62 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
+$6.69M |
| 2 |
Morgan Stanley
New York
|
+$5.89M |
| 3 |
Jane Street
New York
|
+$1.44M |
| 4 |
AWM
Aries Wealth Management
Portland,
Maine
|
+$1.38M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$754K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Curi Wealth Management
Raleigh,
North Carolina
|
-$4.38M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.34M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$2.56M |
| 4 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
-$1.19M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.14M |
PBP Hedge Fund Activity: Q1 2022 in Review
62 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q1 2022, worth a combined $67.7M — up 5.7% from $64M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PBP positions and 11 closed out — a net gain of 2 holders — while 18 added to existing stakes and 19 trimmed.
The largest buyer was AJ Wealth Strategies, opening a new position worth an estimated $6.69M. The largest seller was Curi Wealth Management, exiting entirely with an estimated $4.38M sold.
- 62 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q1 2022, down from 63 in Q4 2021.
- Funds reported $67.7M of Invesco S&P 500 BuyWrite ETF stock for Q1 2022, up 5.7% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q1 2022 and 11 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 BuyWrite ETF buyer in Q1 2022 was AJ Wealth Strategies, an estimated $6.69M added.
- The largest Invesco S&P 500 BuyWrite ETF seller in Q1 2022 was Curi Wealth Management, an estimated $4.38M sold.
Based on aggregated 13F filings for Q1 2022.