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.
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%)
Top Buyers
| 1 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$6.41M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$5.05M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$4.04M |
| 4 |
Morgan Stanley
New York
|
+$1.41M |
| 5 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$988K |
Top Sellers
| 1 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$1.84M |
| 2 |
Amundi
Paris,
France
|
-$1.54M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$622K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$400K |
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.