
Invesco S&P 500 BuyWrite ETF is an exchange-traded fund on BATS. As of Q3 2025, 47 institutional investors hold shares in this ETF, with total holdings valued at $225.0M. SUMITOMO LIFE INSURANCE CO is the largest holder with a position valued at $137.6M.
Overview of institutional ownership in PBP as of Q3 2025
Institutions with the largest positions in PBP as of Q3 2025
| Institution | Position Value |
|---|---|
S SUMITOMO LIFE INSURANCE CO Institution | $137.6M 4.27% of portfolio |
MORGAN STANLEY RIA/Wealth | $16.0M 0.00% of portfolio |
U United Community Bank Institution | $11.9M 3.69% of portfolio |
A Advisor Group Holdings, Inc. Institution | $10.7M 0.02% of portfolio |
MAI Wealth Advisors RIA/Wealth | $9.1M 0.06% of portfolio |
L LPL Financial LLC Institution | $4.4M 0.00% of portfolio |
Creative Planning RIA/Wealth | $4.0M 0.00% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $3.9M 0.00% of portfolio |
FIFTH THIRD SECURITIES, INC. RIA/Wealth | $3.8M 0.26% of portfolio |
M Mount Lucas Management LP Hedge Fund•Global Macro | $2.8M 1.25% of portfolio |
Institutional buying and selling activity for PBP in Q3 2025
| Institution | Net Bought |
|---|---|
S SUMITOMO LIFE INSURANCE CO Institution | +$137.6M +6.2M shares |
BANK OF AMERICA CORP /DE/ Institution | +$2.1M +96.2K shares |
L LPL Financial LLC Institution | +$1.6M +72.2K shares |
A Advisor Group Holdings, Inc. Institution | +$1.6M +71.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.3M +56.7K shares |
MORGAN STANLEY RIA/Wealth | +$1.2M +54.6K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$600.6K +4.9K shares |
O OLD MISSION CAPITAL LLC Institution | +$353.7K +16.0K shares |
FIFTH THIRD SECURITIES, INC. RIA/Wealth | +$284.4K +12.9K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$245.0K +11.1K shares |
| Institution | Net Sold |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$5.1M −234.6K shares |
SYNOVUS FINANCIAL CORP Institution | −$4.3M −195.1K shares |
UBS Group AG Institution | −$401.5K −18.2K shares |
SRS Capital Advisors, Inc. RIA/Wealth | −$340.3K −15.6K shares |
Creative Planning RIA/Wealth | −$270.1K −12.2K shares |
MAI Wealth Advisors RIA/Wealth | −$250.8K −11.3K shares |
Providence Capital Advisors, LLC RIA/Wealth | −$76.5K −3.5K shares |
Empirical Financial Services, LLC RIA/Wealth | −$61.9K −2.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$23.4K −1.1K shares |
AMERIPRISE FINANCIAL INC Institution | −$20.8K −940.0 shares |
Institutions that initiated new positions or completely exited PBP in Q3 2025
| Institution | Position Value |
|---|---|
S SUMITOMO LIFE INSURANCE CO Institution | $137.6M 6.2M shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $600.6K 27.2K shares |
GPS Wealth Strategies Group, LLC RIA/Wealth | $54.6K 2.5K shares |
Founders Financial Alliance, LLC RIA/Wealth | $47.2K 2.1K shares |
$4.4K 199.0 shares | |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | - - shares |
M Holdings Securities, Inc. RIA/Wealth | - - shares |
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $5.1M 234.6K shares |
SYNOVUS FINANCIAL CORP Institution | $4.3M 195.1K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $340.3K 15.6K shares |
Providence Capital Advisors, LLC RIA/Wealth | $76.5K 3.5K shares |
FMR LLC Institution | $20.3K 930.0 shares |
R ROGCO, LP Institution | $18.2K 832.0 shares |
Smartleaf Asset Management LLC Long Only Manager | $10.8K 492.0 shares |
B BLAIR WILLIAM & CO/IL Institution | $2.4K 108.0 shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | - 89.6K shares |
M Holdings Securities, Inc. RIA/Wealth | - 15.0K shares |
Institutions with the largest Call and Put options positions in PBP as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with PBP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
S SUMITOMO LIFE INSURANCE CO Institution | 4.27% $137.6M |
U United Community Bank Institution | 3.69% $11.9M |
M Mount Lucas Management LP Hedge Fund•Global Macro | 1.25% $2.8M |
Omega Financial Group, LLC RIA/Wealth | 0.43% $1.3M |
FIFTH THIRD SECURITIES, INC. RIA/Wealth | 0.26% $3.8M |
MAI Wealth Advisors RIA/Wealth | 0.06% $9.1M |
Empirical Financial Services, LLC RIA/Wealth | 0.04% $2.0M |
M MGB Wealth Management, LLC RIA/Wealth | 0.04% $132.7K |
O OLD MISSION CAPITAL LLC Institution | 0.03% $732.8K |
CULLEN/FROST BANKERS, INC. Institution | 0.02% $1.7M |
Discover hedge funds investing in PBP


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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