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Invesco S&P 500 BuyWrite ETF

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: 5956 (-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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$14.1M +$14.7M +631,884 +23,447%
Morgan Stanley
2
Morgan Stanley
New York
$12.3M +$798K +34,211 +7%
MCM
3
MAI Capital Management
Ohio
$7.72M +$1.66M +70,996 +26%
Creative Planning
4
Creative Planning
Kansas
$4.6M -$253K -10,854 -5%
RA
5
RiverTree Advisors
Florida
$3.4M +$3.57M +153,156 New
SF
6
Synovus Financial
Georgia
$3.06M +$3.22M +138,105 New
FTS
7
Fifth Third Securities
Ohio
$2.98M +$2.14M +91,610 +214%
CFB
8
Cullen/Frost Bankers
Texas
$2.93M +$366K +15,683 +13%
Raymond James Financial
9
Raymond James Financial
Florida
$2.54M +$462K +19,809 +21%
MLM
10
Mount Lucas Management
Pennsylvania
$2.47M -$63.9K -2,738 -2%
EWM
11
Empirical Wealth Management
Washington
$2.45M -$238K -10,198 -8%
LPL Financial
12
LPL Financial
California
$2.42M +$332K +14,224 +15%
Bank of America
13
Bank of America
North Carolina
$2.14M +$422K +18,101 +23%
PCA
14
Prosperity Capital Advisors
Ohio
$1.69M +$1.76M +75,606 New
Wells Fargo
15
Wells Fargo
California
$1.39M +$38.4K +1,644 +3%
Ameriprise
16
Ameriprise
Minnesota
$1.39M +$659K +28,264 +82%
AssetMark Inc
17
AssetMark Inc
California
$1.34M -$50.2K -2,153 -3%
OFG
18
Omega Financial Group
California
$1.31M -$41.9K -1,797 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.3M +$345K +14,791 +34%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.08M +$300K +12,869 +36%
CTC
21
Central Trust Company
Missouri
$841K -$1.19K -51 -0.1%
UCB
22
United Community Bank
South Carolina
$733K +$771K +33,045 New
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$668K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$571K +$351K +15,058 +141%
HighTower Advisors
25
HighTower Advisors
Illinois
$552K +$4.67K +200 +0.8%

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.