INVESCO S&P 500 BUYWRITE ETF (PBP) Institutional Shareholders
INVESCO S&P 500 BUYWRITE ETF (PBP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $241.74M in PBP holdings during the latest filing period.
Sumitomo Life Insurance Co is currently the largest disclosed institutional shareholder of PBP tracked by InsiderSet, reporting ownership valued at approximately $142.44M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $145.80M, representing an estimated gain of +2.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed PBP value among the investors covered in this analysis. Major shareholders include Sumitomo Life Insurance Co, Morgan Stanley, Mai Capital Management, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 BUYWRITE ETF (PBP).
This page ranks the largest institutional PBP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
62
Total Reported Value
$241.74M
Largest Holder
Sumitomo Life Insurance Co
Largest Position
$142.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 2.33% | 6,220,000 | $142,438,000 | $145,796,800 | +$3,358,800 | +2.36% | |
| Morgan Stanley | 0.00% | 827,089 | $18,940,364 | $19,386,966 | +$446,602 | +2.36% | |
| Mai Capital Management | 0.04% | 512,601 | $11,738,559 | $12,015,367 | +$276,808 | +2.36% | |
| United Community Bank | 3.51% | 496,225 | $11,363,553 | $11,631,514 | +$267,961 | +2.36% | |
| Park Avenue Securities Llc | 0.04% | 269,867 | $6,180,000 | $6,325,682 | +$145,682 | +2.36% | |
| Bank Of America Corp | 0.00% | 268,775 | $6,154,958 | $6,300,086 | +$145,128 | +2.36% | |
| Fifth Third Securities, Inc. | 0.29% | 222,453 | $5,094,184 | $5,214,298 | +$120,114 | +2.36% | |
| Lpl Financial Llc | 0.00% | 216,809 | $4,964,923 | $5,082,003 | +$117,080 | +2.36% | |
| Thrivent Financial For Lutherans | 0.01% | 143,816 | $3,293,000 | $3,371,047 | +$78,047 | +2.37% | |
| Mount Lucas Management Lp | 1.13% | 138,716 | $3,176,596 | $3,251,503 | +$74,907 | +2.36% | |
| Envestnet Asset Management Inc | 0.00% | 124,231 | $2,844,895 | $2,911,975 | +$67,080 | +2.36% | |
| Wells Fargo & Company/Mn | 0.00% | 114,786 | $2,628,610 | $2,690,584 | +$61,974 | +2.36% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.03% | 84,477 | $1,934,524 | $1,980,141 | +$45,617 | +2.36% | |
| Cullen/Frost Bankers, Inc. | 0.02% | 83,378 | $1,909,356 | $1,954,380 | +$45,024 | +2.36% | |
| Ameriprise Financial Inc | 0.00% | 80,091 | $1,834,076 | $1,877,333 | +$43,257 | +2.36% | |
| Assetmark, Inc | 0.00% | 72,080 | $1,650,632 | $1,689,555 | +$38,923 | +2.36% | |
| Susquehanna International Group, Llp | 0.00% | 71,091 | $1,627,984 | $1,666,373 | +$38,389 | +2.36% | |
| Raymond James Financial Inc | 0.00% | 66,263 | $1,517,422 | $1,553,205 | +$35,783 | +2.36% | |
| Omega Financial Group, Llc | 0.41% | 58,201 | $1,332,814 | $1,364,231 | +$31,417 | +2.36% | |
| Mml Investors Services, Llc | 0.00% | 45,313 | $1,037,666 | $1,062,137 | +$24,471 | +2.36% | |
| Avidian Wealth Enterprises, Llc | 0.03% | 44,550 | $1,020,195 | $1,044,252 | +$24,057 | +2.36% | |
| Royal Bank Of Canada | 0.00% | 41,675 | $954,000 | $976,862 | +$22,862 | +2.40% | |
| Central Trust Co | 0.01% | 35,738 | $818,401 | $837,699 | +$19,298 | +2.36% | |
| Arax Advisory Partners | 0.00% | 27,430 | $628,152 | $642,959 | +$14,807 | +2.36% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,404 | $535,950 | $548,590 | +$12,640 | +2.36% | |
| Concurrent Investment Advisors, Llc | 0.00% | 22,059 | $505,143 | $517,063 | +$11,920 | +2.36% | |
| Alphacentric Advisors Llc | 0.42% | 21,627 | $495,258 | $506,937 | +$11,679 | +2.36% | |
| Stifel Financial Corp | 0.00% | 20,952 | $479,819 | $491,115 | +$11,296 | +2.35% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 16,317 | $373,659 | $382,470 | +$8,811 | +2.36% | |
| Corient Private Wealth Llc | 0.00% | 14,224 | $325,730 | $333,411 | +$7,681 | +2.36% | |
| Citizens Financial Group Inc/Ri | 0.00% | 14,117 | $323,279 | $330,902 | +$7,623 | +2.36% | |
| Dynamic Advisor Solutions Llc | 0.01% | 13,313 | $304,873 | $312,057 | +$7,184 | +2.36% | |
| Atria Investments, Inc | 0.00% | 13,235 | $303,082 | $310,228 | +$7,146 | +2.36% | |
| First Citizens Bank & Trust Co | 0.00% | 13,225 | $302,852 | $309,994 | +$7,142 | +2.36% | |
| Tmb Capital Partners, Llc | 0.09% | 12,935 | $296,223 | $303,196 | +$6,973 | +2.35% | |
| Roan Capital Partners | 0.23% | 12,092 | $276,907 | $283,436 | +$6,529 | +2.36% | |
| Citadel Advisors Llc | 0.00% | 11,832 | $270,953 | $277,342 | +$6,389 | +2.36% | |
| Kestra Advisory Services, Llc | 0.00% | 11,777 | $269,696 | $276,053 | +$6,357 | +2.36% | |
| Level Four Advisory Services, Llc | 0.01% | 11,283 | $258,381 | $264,474 | +$6,093 | +2.36% | |
| Onedigital Investment Advisors Llc | 0.00% | 9,630 | $220,527 | $225,727 | +$5,200 | +2.36% | |
| Summit Financial, Llc | 0.00% | 8,771 | $200,856 | $205,592 | +$4,736 | +2.36% | |
| Capital Advisors, Ltd. Llc | 0.02% | 7,606 | $174,000 | $178,285 | +$4,285 | +2.46% | |
| Provenance Wealth Advisors, Llc | 0.02% | 6,981 | $159,865 | $163,635 | +$3,770 | +2.36% | |
| Iag Wealth Partners, Llc | 0.02% | 6,917 | $158,399 | $162,134 | +$3,735 | +2.36% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,989 | $114,248 | $116,942 | +$2,694 | +2.36% | |
| Advisornet Financial, Inc | 0.00% | 2,715 | $62,174 | $63,640 | +$1,466 | +2.36% | |
| Osaic Holdings, Inc. | 0.00% | 1,881 | $43,081 | $44,091 | +$1,010 | +2.34% | |
| International Assets Investment Management, Llc | 0.00% | 1,811 | $41,481 | $42,450 | +$969 | +2.34% | |
| Founders Financial Alliance, Llc | 0.00% | 1,451 | $33,228 | $34,011 | +$783 | +2.36% | |
| Physician Wealth Advisors, Inc. | 0.00% | 1,326 | $30,366 | $31,081 | +$715 | +2.36% |
Frequently asked questions about PBP
Who owns the most PBP stock?
The largest holders of PBP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P 500 BUYWRITE ETF (PBP).
Is PBP widely held by superinvestors?
Many widely followed stocks like PBP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PBP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.