Invesco S&P 500 BuyWrite ETF
PBP
48 hedge funds and large institutions have $41.7M invested in Invesco S&P 500 BuyWrite ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
4% more funds holding
Funds holding: 46 → 48 (+2)
0.36% more ownership
Funds ownership: 42.03% → 42.39% (+0.36%)
1% less capital inflows, than outflows
Capital inflows: $4.15M | Capital outflows: $4.2M
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mount Lucas Management
Newtown,
Pennsylvania
|
+$773K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$755K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$486K |
| 4 |
Rockefeller Capital Management
New York
|
+$406K |
| 5 |
Morgan Stanley
New York
|
+$275K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Juncture Wealth Strategies
Scottsdale,
Arizona
|
-$3.43M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$180K |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$161K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$103K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$64.8K |
PBP Hedge Fund Activity: Q2 2023 in Review
48 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q2 2023, worth a combined $41.7M — up 4.1% from $40.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PBP positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 16 trimmed.
The largest buyer was Mount Lucas Management, adding an estimated $773K. The largest seller was Juncture Wealth Strategies, exiting entirely with an estimated $3.43M sold.
- 48 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q2 2023, up from 46 in Q1 2023.
- Funds reported $41.7M of Invesco S&P 500 BuyWrite ETF stock for Q2 2023, up 4.1% quarter-over-quarter.
- 5 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q2 2023 and 3 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 BuyWrite ETF buyer in Q2 2023 was Mount Lucas Management, an estimated $773K added.
- The largest Invesco S&P 500 BuyWrite ETF seller in Q2 2023 was Juncture Wealth Strategies, an estimated $3.43M sold.
Based on aggregated 13F filings for Q2 2023.