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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.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 46 → 48 (+2)

4% more capital invested

Capital invested by funds: $40.1M → $41.7M (+$1.63M)

0.36% more ownership

Funds ownership: 42.03% → 42.39% (+0.36%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MLM
Mount Lucas Management
Pennsylvania
+$773K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$755K
3
Citadel Advisors
Citadel Advisors
Florida
+$486K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$406K
5
Morgan Stanley
Morgan Stanley
New York
+$275K

Top Sellers

Rank Fund Capital Flow
1
JWS
Juncture Wealth Strategies
Arizona
-$3.43M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$180K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$161K
4
Osaic Holdings
Osaic Holdings
Arizona
-$103K
5
Bank of America
Bank of America
North Carolina
-$64.8K

PBP Hedge Fund Activity: Q2 2023 in Review

48 of the 6,383 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.