Who owns Invesco S&P 500 BuyWrite ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PBP from SEC Form 13F filings across 65 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 65 institutions disclosed 10.8M shares of Invesco S&P 500 BuyWrite ETF worth $246.2M — about 72.7% of shares outstanding; the largest disclosed holder is SUMITOMO LIFE INSURANCE CO. Source: SEC Form 13F filings, parsed by EvidInvest.
65
13F holders
$246.2M
value, 2026 filers
72.7%
of shares outstanding (10.8M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PBP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SUMITOMO LIFE INSURANCE CO | 6.2M | $142.4M | 2.3% | 42% | 0.0% |
| 2 | MORGAN STANLEY | 827,089 | $18.9M | 0.0% | 5.6% | +4.0% |
| 3 | MAI Capital Management | 512,601 | $11.7M | 0.0% | 3.5% | +11.7% |
| 4 | United Community Bank | 496,225 | $11.4M | 3.5% | 3.4% | +3.0% |
| 5 | PARK AVENUE SECURITIES LLCNEW | 269,867 | $6.2M | 0.0% | 1.8% | new |
| 6 | BANK OF AMERICA CORP /DE/ | 268,775 | $6.2M | 0.0% | 1.8% | +31.1% |
| 7 | Fifth Third Securities, Inc. | 222,453 | $5.1M | 0.3% | 1.5% | +34.3% |
| 8 | LPL Financial LLC | 216,809 | $5.0M | 0.0% | 1.5% | +5.8% |
| 9 | Creative Planning | 157,604 | $3.6M | 0.0% | 1.1% | -11.0% |
| 10 | Thrivent Financial for Lutherans | 143,816 | $3.3M | 0.0% | 1% | +5.7% |
| 11 | Mount Lucas Management LP | 138,716 | $3.2M | 1.1% | 0.9% | +0.6% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 124,231 | $2.8M | 0.0% | 0.8% | +4.0% |
| 13 | WELLS FARGO & COMPANY/MN | 114,786 | $2.6M | 0.0% | 0.8% | +0.4% |
| 14 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 84,477 | $1.9M | 0.0% | 0.6% | -4.2% |
| 15 | Cullen/Frost Bankers, Inc. | 83,378 | $1.9M | 0.0% | 0.6% | -30.2% |
| 16 | AMERIPRISE FINANCIAL INC | 80,091 | $1.8M | 0.0% | 0.5% | +13.3% |
| 17 | ASSETMARK, INC | 72,080 | $1.7M | 0.0% | 0.5% | +24.9% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71,091 | $1.6M | 0.0% | 0.5% | +181.1% |
| 19 | RAYMOND JAMES FINANCIAL INC | 66,263 | $1.5M | 0.0% | 0.4% | -33.4% |
| 20 | Omega Financial Group, LLC | 58,201 | $1.3M | 0.4% | 0.4% | -1.8% |
| 21 | MML INVESTORS SERVICES, LLC | 45,313 | $1.0M | 0.0% | 0.3% | +20.7% |
| 22 | Avidian Wealth Enterprises, LLCNEW | 44,550 | $1.0M | 0.0% | 0.3% | new |
| 23 | ROYAL BANK OF CANADA | 41,675 | $954,000 | 0.0% | 0.3% | -4.4% |
| 24 | CENTRAL TRUST Co | 35,738 | $818,401 | 0.0% | 0.2% | -0.2% |
| 25 | Arax Advisory Partners | 27,430 | $628,152 | 0.0% | 0.2% | +60.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.