INVESCO S&P 500 BUYWRITE ETF PBP
$22.89
-0.1% 52w: $19.14 – $22.91
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data19.1421.0322.91
Jun 20, 2025 Jul 2, 2026
Institutional holders
57
+3 QoQ
13F value
$223.9M
-8.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PBP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | Wealth advisor | 6.2M | $136.8M | 3.2% | Held |
| MORGAN STANLEY | Bank broker | 795.4K | $17.5M | 0.0% | +6.0% |
| United Community Bank | Other | 481.7K | $10.6M | 3.5% | +0.3% |
| MAI Capital Management | Wealth advisor | 459.0K | $10.1M | 0.1% | +5.0% |
| LPL Financial LLC | Bank broker | 205.0K | $4.5M | 0.0% | +6.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 205.0K | $4.5M | 0.0% | -2.6% |
| Creative Planning | Wealth advisor | 177.1K | $3.9M | 0.0% | +3.8% |
| Fifth Third Securities, Inc. | Wealth advisor | 165.7K | $3.6M | 0.2% | +9.5% |
| Mount Lucas Management LP | Wealth advisor | 137.9K | $3.0M | 1.1% | +10.9% |
| Thrivent Financial for Lutherans | Diversified mechanical | 136.1K | $3.0M | 0.0% | +16.1% |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 119.5K | $2.6M | 0.0% | +17.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 119.5K | $2.6M | 0.0% | +3.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 114.3K | $2.5M | 0.0% | +80.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 99.5K | $2.2M | 0.0% | +2.3% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 88.2K | $1.9M | 0.0% | -2.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 70.7K | $1.6M | 0.0% | -83.1% |
| Omega Financial Group, LLC | Wealth advisor | 59.3K | $1.3M | 0.4% | +2.2% |
| ASSETMARK, INC | Wealth advisor | 57.7K | $1.3M | 0.0% | -2.4% |
| ROYAL BANK OF CANADA | Bank broker | 43.6K | $959K | 0.0% | +9.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 39.5K | $868K | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 37.5K | $825K | 0.0% | +21.1% |
| CENTRAL TRUST Co | Diversified mechanical | 35.8K | $788K | 0.0% | -2.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 25.3K | $556K | 0.0% | +9.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 23.2K | $510K | 0.0% | -0.2% |
| AlphaCentric Advisors LLC | Other | 21.1K | $463K | 0.5% | +13.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 20.0K | $440K | 0.0% | -20.7% |
| HighTower Advisors, LLC | Diversified mechanical | 18.2K | $401K | 0.0% | -26.8% |
| Arax Advisory Partners | Wealth advisor | 17.1K | $376K | 0.0% | +2.2% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 17.0K | $375K | 0.0% | +37.2% |
| Corient Private Wealth LLC | Diversified mechanical | 14.2K | $313K | 0.0% | -50.0% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 13.8K | $304K | 0.0% | -1.8% |
| FIRST CITIZENS BANK & TRUST CO | Wealth advisor | 13.7K | $302K | 0.0% | New |
| CITIZENS FINANCIAL GROUP INC/RI | Other | 13.6K | $299K | 0.0% | +15.8% |
| Roan Capital Partners | Wealth advisor | 12.1K | $266K | 0.2% | — |
| TMB Capital Partners, LLC | Other | 12.0K | $263K | 0.1% | +7.3% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 11.6K | $256K | 0.0% | -3.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 11.6K | $254K | 0.0% | +8.9% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 11.3K | $249K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 10.9K | $240K | 0.0% | New |
| OneDigital Investment Advisors LLC | Wealth advisor | 9.6K | $212K | 0.0% | Held |
| Capital Advisors, Ltd. LLC | Wealth advisor | 7.6K | $167K | 0.0% | +0.3% |
| Provenance Wealth Advisors, LLC | Wealth advisor | 7.0K | $154K | 0.0% | Held |
| IAG Wealth Partners, LLC | Wealth advisor | 6.9K | $152K | 0.0% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 4.5K | $100K | 0.0% | +196.1% |
| AdvisorNet Financial, Inc | Wealth advisor | 2.7K | $60K | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.4K | $52K | 0.0% | -99.5% |
| Founders Financial Alliance, LLC | Other | 1.5K | $32K | 0.0% | New |
| Physician Wealth Advisors, Inc. | Wealth advisor | 1.3K | $29K | 0.0% | Held |
| Strive Financial Group ,LLC | Other | 848 | $19K | 0.0% | Held |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 792 | $17K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.