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Invesco S&P 500 BuyWrite ETF

53 hedge funds and large institutions have $91.9M invested in Invesco S&P 500 BuyWrite ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $80.5M → $91.9M (+$11.4M)

3.66% more ownership

Funds ownership: 61.01%64.68% (+3.7%)

5% less funds holding

Funds holding: 5653 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
19
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.6M +$2.5M +115,942 +21%
UCB
2
United Community Bank
South Carolina
$11.6M +$10.7M +496,193 +1,502%
MCM
3
MAI Capital Management
Ohio
$9.25M +$1.62M +75,071 +22%
Osaic Holdings
4
Osaic Holdings
Arizona
$9M -$4.81M -222,896 -35%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.13M +$4.51M +208,793 +810%
SF
6
Synovus Financial
Georgia
$4.26M +$1.23M +56,992 +41%
Creative Planning
7
Creative Planning
Kansas
$4.26M -$276K -12,802 -6%
FTS
8
Fifth Third Securities
Ohio
$3.5M +$555K +25,708 +19%
LPL Financial
9
LPL Financial
California
$2.79M +$406K +18,789 +17%
Raymond James Financial
10
Raymond James Financial
Florida
$2.66M +$157K +7,281 +6%
MLM
11
Mount Lucas Management
Pennsylvania
$2.61M +$179K +8,269 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.2M +$906K +41,964 +72%
EWM
13
Empirical Wealth Management
Washington
$2.08M -$339K -15,681 -14%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$1.96M +$1.93M +89,568 New
Bank of America
15
Bank of America
North Carolina
$1.79M -$317K -14,695 -15%
CFB
16
Cullen/Frost Bankers
Texas
$1.7M -$1.17M -54,140 -41%
Ameriprise
17
Ameriprise
Minnesota
$1.45M +$81.6K +3,781 +6%
Wells Fargo
18
Wells Fargo
California
$1.31M -$57K -2,641 -4%
AssetMark Inc
19
AssetMark Inc
California
$1.27M -$48.2K -2,233 -4%
OFG
20
Omega Financial Group
California
$1.26M -$25.3K -1,172 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.1M +$41.4K +1,916 +4%
CTC
22
Central Trust Company
Missouri
$802K -$26.7K -1,239 -3%
HighTower Advisors
23
HighTower Advisors
Illinois
$544K
Stifel Financial
24
Stifel Financial
Missouri
$493K -$22K -1,019 -4%
MML Investors Services
25
MML Investors Services
Massachusetts
$486K +$479K +22,212 New

PBP Hedge Fund Activity: Q2 2025 in Review

53 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q2 2025, worth a combined $91.9M — up 14% from $80.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBP and 7 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 19 added.

The largest buyer was United Community Bank, adding an estimated $10.7M. The largest seller was Osaic Holdings, cutting an estimated $4.81M.

  • 53 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q2 2025, down from 56 in Q1 2025.
  • Funds reported $91.9M of Invesco S&P 500 BuyWrite ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q2 2025 and 10 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 BuyWrite ETF buyer in Q2 2025 was United Community Bank, an estimated $10.7M added.
  • The largest Invesco S&P 500 BuyWrite ETF seller in Q2 2025 was Osaic Holdings, an estimated $4.81M sold.

Based on aggregated 13F filings for Q2 2025.