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Invesco S&P 500 BuyWrite ETF

54 hedge funds and large institutions have $244M invested in Invesco S&P 500 BuyWrite ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

8% more funds holding

Funds holding: 5054 (+4)

8% more capital invested

Capital invested by funds: $226M → $244M (+$17.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.61% less ownership

Funds ownership: 76.35%73.74% (-2.6%)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
19
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SLI
1
Sumitomo Life Insurance
Japan
$142M
Morgan Stanley
2
Morgan Stanley
New York
$17.1M +$621K +27,437 +4%
UCB
3
United Community Bank
South Carolina
$11M -$1.3M -57,662 -11%
MCM
4
MAI Capital Management
Ohio
$9.99M +$578K +25,548 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.94M -$1.08M -47,850 -10%
Ameriprise
6
Ameriprise
Minnesota
$9.55M +$7.99M +352,951 +540%
Bank of America
7
Bank of America
North Carolina
$4.81M +$737K +32,582 +18%
LPL Financial
8
LPL Financial
California
$4.42M -$148K -6,555 -3%
Creative Planning
9
Creative Planning
Kansas
$3.89M -$271K -11,960 -7%
FTS
10
Fifth Third Securities
Ohio
$3.46M -$487K -21,523 -12%
MLM
11
Mount Lucas Management
Pennsylvania
$2.84M +$430 +19 +0%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$2.68M +$2.65M +117,224 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.63M +$83.6K +3,694 +3%
CFB
14
Cullen/Frost Bankers
Texas
$2.32M +$539K +23,806 +31%
Raymond James Financial
15
Raymond James Financial
Florida
$2.22M -$532K -23,496 -19%
EWM
16
Empirical Wealth Management
Washington
$2.06M -$38.2K -1,690 -2%
Wells Fargo
17
Wells Fargo
California
$1.44M -$25.4K -1,124 -2%
AssetMark Inc
18
AssetMark Inc
California
$1.35M +$37.8K +1,671 +3%
OFG
19
Omega Financial Group
California
$1.32M +$1.54K +68 +0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$912K +$51.7K +2,287 +6%
CTC
21
Central Trust Company
Missouri
$838K
MML Investors Services
22
MML Investors Services
Massachusetts
$708K +$86.9K +3,840 +14%
Corient Private Wealth
23
Corient Private Wealth
Florida
$649K +$321K +14,209 +100%
Stifel Financial
24
Stifel Financial
Missouri
$576K +$23.6K +1,045 +4%
HighTower Advisors
25
HighTower Advisors
Illinois
$568K

PBP Hedge Fund Activity: Q4 2025 in Review

54 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q4 2025, worth a combined $244M — up 7.9% from $226M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBP positions and 10 closed out — a net gain of 4 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.99M. The largest seller was United Community Bank, cutting an estimated $1.3M.

  • 54 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q4 2025, up from 50 in Q3 2025.
  • Funds reported $244M of Invesco S&P 500 BuyWrite ETF stock for Q4 2025, up 7.9% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q4 2025 and 10 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 BuyWrite ETF buyer in Q4 2025 was Ameriprise, an estimated $7.99M added.
  • The largest Invesco S&P 500 BuyWrite ETF seller in Q4 2025 was United Community Bank, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2025.