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Invesco S&P 500 BuyWrite ETF (PBP) Institutional Ownership

$21.65 -0.13 (-0.60%)
Closing price 04/15/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 BuyWrite ETF (NYSEARCA:PBP)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$14.60M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.68M
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PBP Institutional Buying and Selling by Quarter

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Invesco S&P 500 BuyWrite ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025Bank of America Corp DE78,295$1.85M0.0%+6.7%1.759%
2/17/2025Ameriprise Financial Inc.34,283$808K0.0%+40.1%0.770%
2/14/2025Jane Street Group LLC10,176$240K0.0%N/A0.229%
2/14/2025Stifel Financial Corp9,269$218K0.0%N/A0.208%
2/13/2025Townsquare Capital LLC10,000$236K0.0%-13.6%0.225%
2/13/2025Raymond James Financial Inc.94,796$2.23M0.0%N/A2.130%
2/13/2025Envestnet Asset Management Inc.43,666$1.03M0.0%+13.4%0.981%
2/13/2025Wells Fargo & Company MN60,959$1.44M0.0%+29.6%1.370%
2/11/2025LPL Financial LLC94,796$2.23M0.0%+5.3%2.130%
2/11/2025Symmetry Partners LLC13,320$314K0.0%N/A0.299%
2/10/2025Envestnet Portfolio Solutions Inc.10,103$238K0.0%N/A0.227%
2/10/2025Commonwealth Equity Services LLC13,485$318K0.0%-9.9%0.303%
2/7/2025Mount Lucas Management LP114,007$2.69M0.9%+1.5%2.562%
2/6/2025Raymond James Financial Inc.94,796$2.23M0.0%N/A2.130%
2/6/2025Cullen Frost Bankers Inc.116,422$2.74M0.0%+6.1%2.616%
2/6/2025Assetmark Inc.62,406$1.47M0.0%+1.4%1.402%
2/5/2025Norden Group LLC10,000$236K0.0%-13.6%0.225%
1/31/2025AlphaCentric Advisors LLC16,573$391K0.4%+4.9%0.372%
1/24/2025CENTRAL TRUST Co37,995$896K0.0%-5.7%0.854%
1/24/2025Q3 Asset Management174,479$4.11M2.6%N/A3.921%
1/23/2025Fifth Third Securities Inc.42,711$1.01M0.1%N/A0.960%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management120,803$2.85M0.1%-39.7%2.715%
1/15/2025Wealthcare Advisory Partners LLC30,147$711K0.0%+244.3%0.677%
1/10/2025 HBW Advisory Services LLC4,950$117K0.0%N/A0.111%
11/6/2024Mount Lucas Management LP112,356$2.57M0.9%+3.9%2.525%
11/1/2024Assetmark Inc.61,552$1.41M0.0%+0.9%1.383%
10/23/2024Rogco LP4,514$103K0.0%-38.9%0.101%
10/23/2024CENTRAL TRUST Co40,277$920K0.0%-7.3%0.905%
10/8/2024Omega Financial Group LLC60,562$1.38M0.5%-3.4%1.361%
8/6/2024Mount Lucas Management LP108,158$2.40M0.7%-3.7%2.431%
8/6/2024Cullen Frost Bankers Inc.108,722$2.41M0.0%+47.1%2.443%
7/19/2024Raymond James & Associates66,080$1.46M0.0%+44.9%1.485%
7/16/2024Edmonds Duncan Registered Investment Advisors LLC195,048$4.32M1.1%+15.9%4.383%
7/12/2024Omega Financial Group LLC62,667$1.39M0.6%-3.3%1.408%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management203,585$4.58M0.1%-6.5%4.847%
4/24/2024CENTRAL TRUST Co76,197$1.71M0.0%+14.8%1.814%
4/18/2024Capital Advisors Ltd. LLC7,700$173K0.0%+25.8%0.183%
4/18/2024Edmonds Duncan Registered Investment Advisors LLC168,325$3.78M0.9%+1.4%4.008%
2/7/2024Mount Lucas Management LP114,238$2.48M0.7%+2.3%2.567%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management217,781$4.73M0.2%+10.2%4.894%
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2/6/2024Wealthcare Advisory Partners LLC16,138$350K0.0%-23.3%0.363%
2/2/2024Anfield Capital Management LLC57,513$1.25M0.7%-43.9%1.292%
1/24/2024CENTRAL TRUST Co66,386$1.44M0.0%+51.5%1.492%
1/16/2024Raymond James & Associates98,181$2.13M0.0%-2.2%2.206%
11/6/2023Anfield Capital Management LLC102,471$2.19M1.0%-1.0%2.303%
11/3/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management197,569$4.22M0.2%-1.4%4.440%
10/26/2023CENTRAL TRUST Co43,812$935K0.0%+39.3%0.985%
10/24/2023Raymond James Financial Services Advisors Inc.35,737$763K0.0%-31.7%0.803%
10/16/2023Edmonds Duncan Registered Investment Advisors LLC165,938$3.54M0.6%+0.9%3.729%
10/12/2023 AdvisorNet Financial Inc2,787$59K0.0%-31.6%0.063%
10/12/2023Wealthcare Advisory Partners LLC21,040$449K0.0%-12.1%0.473%
10/11/2023CWM LLC1,472$31K0.0%+257.3%0.033%
10/11/2023Omega Financial Group LLC65,049$1.39M0.7%-7.9%1.462%
8/14/2023Mount Lucas Management LP108,252$2.40M0.8%+49.4%2.433%
8/8/2023AlphaCentric Advisors LLC18,538$410K0.2%+35.8%0.417%
7/31/2023LPL Financial LLC85,232$1.89M0.0%+3.1%1.915%
7/28/2023Koshinski Asset Management Inc.10,535$233K0.0%-44.1%0.237%
7/25/2023Raymond James Financial Services Advisors Inc.52,360$1.16M0.0%-12.4%1.177%
7/25/2023Raymond James & Associates99,988$2.21M0.0%+7.5%2.247%
7/18/2023Allworth Financial LP1,545$34K0.0%N/A0.035%
7/12/2023Omega Financial Group LLC70,642$1.56M0.7%-2.9%1.587%
7/6/2023Edmonds Duncan Registered Investment Advisors LLC164,443$3.64M1.1%+2.3%3.695%
6/5/2023Level Four Advisory Services LLC14,099$299K0.0%-7.0%0.303%
5/12/2023AlphaCentric Advisors LLC13,653$289K0.2%N/A0.294%
5/9/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management202,190$4.29M0.2%+19.2%4.348%
5/5/2023 Juncture Wealth Strategies LLC161,923$3.43M1.7%+18.4%3.482%
5/4/2023Wealthcare Advisory Partners LLC24,119$511K0.0%+2.4%0.519%
5/4/2023Anfield Capital Management LLC77,906$1.85M0.9%-11.1%1.675%
4/19/2023CENTRAL TRUST Co31,777$674K0.0%+65.6%0.683%
4/14/2023Raymond James Financial Services Advisors Inc.59,797$1.27M0.0%-65.6%1.286%
4/14/2023Raymond James & Associates92,977$1.97M0.0%+3.2%2.000%
4/12/2023Edmonds Duncan Registered Investment Advisors LLC160,696$3.41M1.1%-2.3%3.246%
4/7/2023Omega Financial Group LLC72,741$1.54M0.7%-13.9%1.470%
2/14/2023Cary Street Partners Asset Management LLC52,285$1.05M0.2%N/A1.015%
2/13/2023Wealthcare Advisory Partners LLC23,550$474K0.0%+53.0%0.457%
2/13/2023Heritage Wealth Management LLC4,534$91K0.0%+100.0%0.088%
2/10/2023SVB Wealth LLC29,002$584K0.0%+59.8%0.563%
2/10/2023Omega Financial Group LLC84,526$1.65M0.9%+19.6%1.641%
2/9/2023HighTower Advisors LLC70,912$1.43M0.0%+181.5%1.377%
2/8/2023Raymond James Financial Services Advisors Inc.174,057$3.50M0.0%+31.7%3.380%
2/8/2023Raymond James & Associates90,080$1.81M0.0%+8.5%1.749%
2/8/2023Capital Analysts LLC1,899$38K0.0%N/A0.037%
2/8/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management169,627$3.41M0.2%+21.2%3.294%
2/7/2023Commonwealth Equity Services LLC18,622$374K0.0%+39.5%0.362%
2/7/2023LPL Financial LLC85,621$1.72M0.0%+27.4%1.663%
2/7/2023Envestnet Asset Management Inc.240,843$4.85M0.0%+82.3%4.677%
2/1/2023Anfield Capital Management LLC87,603$1.76M0.9%-10.2%1.701%
1/26/2023CENTRAL TRUST Co19,186$386K0.0%-14.8%0.373%
1/20/2023Edmonds Duncan Registered Investment Advisors LLC164,410$3.31M1.1%-0.7%3.073%
1/20/2023 Meridian Financial Partners LLC14,984$308K0.3%N/A0.280%
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Whether you have modest savings of $10,000 or substantial wealth of $10 million, this information could determine whether you end up on the right or wrong side of financial history. The countdown has begun. There's still time to prepare, but that window narrows each day.

Click here to see what's coming and what you must do before it's too late.
1/18/2023 Juncture Wealth Strategies LLC136,722$2.75M1.3%-12.6%2.556%
1/6/2023 Massmutual Trust Co. FSB ADV1,963$39K0.0%-49.2%0.034%
11/14/2022OLD Mission Capital LLC11,410$216K0.0%-86.8%0.228%
11/14/2022MML Investors Services LLC10,842$205K0.0%N/A0.217%
11/10/2022Envestnet Asset Management Inc.132,130$2.50M0.0%+31.2%2.643%
11/9/2022SVB Wealth LLC18,150$343K0.0%N/A0.363%
11/3/2022Empirical Financial Services LLC d.b.a. Empirical Wealth Management139,934$2.65M0.1%-8.2%2.799%
10/25/2022Hightower 6M Holding LLC38,803$734K0.1%+13.5%0.776%
10/25/2022Raymond James & Associates83,000$1.57M0.0%+6.9%1.660%
10/25/2022Raymond James Financial Services Advisors Inc.132,130$2.50M0.0%+108.4%2.643%
(Data available from 1/1/2016 forward)

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PBP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBP shares?

During the previous two years, 36 institutional investors and hedge funds held shares of Invesco S&P 500 BuyWrite ETF. The most heavily invested institutionals were Edmonds Duncan Registered Investment Advisors LLC ($4.32M), Q3 Asset Management ($4.11M), Juncture Wealth Strategies LLC ($3.43M), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($2.85M), Cullen Frost Bankers Inc. ($2.74M), Mount Lucas Management LP ($2.69M), and Raymond James Financial Inc. ($2.23M).Learn more on PBP's institutional investors.

Which institutional investors have been buying Invesco S&P 500 BuyWrite ETF stock?

Of the 26 institutional investors that purchased Invesco S&P 500 BuyWrite ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($189.59K), Q3 Asset Management ($174.48K), CENTRAL TRUST Co ($57.34K), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($52.78K), Mount Lucas Management LP ($44.28K), Fifth Third Securities Inc. ($42.71K), and Cullen Frost Bankers Inc. ($41.46K).

How much institutional buying is happening at Invesco S&P 500 BuyWrite ETF?

Institutional investors have bought a total of 825,524 shares in the last 24 months. This purchase volume represents approximately $18.92M in transactions.

Which Invesco S&P 500 BuyWrite ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold Invesco S&P 500 BuyWrite ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($96.64K), Anfield Capital Management LLC ($55.72K), Raymond James Financial Services Advisors Inc. ($24.06K), Omega Financial Group LLC ($11.93K), Koshinski Asset Management Inc. ($8.33K), Wealthcare Advisory Partners LLC ($7.81K), and CENTRAL TRUST Co ($5.43K).

How much institutional selling is happening at Invesco S&P 500 BuyWrite ETF?

Institutional investors have sold a total of 226,207 shares in the last 24 months. This volume of shares sold represents approximately $5.08M in transactions.


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This page (NYSEARCA:PBP) was last updated on 4/16/2025 by MarketBeat.com Staff
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