INVESCO S&P 500 BUYWRITE ETF (PBP) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $220.80M 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 $136.78M in its March 31, 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 $142.44M, representing an estimated gain of +4.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed PBP value among the investors covered in this analysis. Major shareholders include Sumitomo Life Insurance Co, Morgan Stanley, United Community Bank, 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
57
Total Reported Value
$220.80M
Largest Holder
Sumitomo Life Insurance Co
Largest Position
$136.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
62
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 | 3.21% | 6,220,000 | $136,777,800 | $142,438,000 | +$5,660,200 | +4.14% | |
| Morgan Stanley | 0.00% | 795,364 | $17,490,069 | $18,213,836 | +$723,767 | +4.14% | |
| United Community Bank | 3.53% | 481,748 | $10,593,628 | $11,032,029 | +$438,401 | +4.14% | |
| Mai Capital Management | 0.06% | 459,027 | $10,094,006 | $10,511,718 | +$417,712 | +4.14% | |
| Lpl Financial Llc | 0.00% | 205,000 | $4,507,951 | $4,694,500 | +$186,549 | +4.14% | |
| Bank Of America Corp | 0.00% | 204,952 | $4,506,892 | $4,693,401 | +$186,509 | +4.14% | |
| Creative Planning | 0.00% | 177,070 | $3,893,772 | $4,054,903 | +$161,131 | +4.14% | |
| Fifth Third Securities, Inc. | 0.24% | 165,690 | $3,643,523 | $3,794,301 | +$150,778 | +4.14% | |
| Mount Lucas Management Lp | 1.12% | 137,947 | $3,033,455 | $3,158,986 | +$125,531 | +4.14% | |
| Cullen/Frost Bankers, Inc. | 0.03% | 119,523 | $2,628,311 | $2,737,077 | +$108,766 | +4.14% | |
| Envestnet Asset Management Inc | 0.00% | 119,472 | $2,627,180 | $2,735,909 | +$108,729 | +4.14% | |
| Wells Fargo & Company/Mn | 0.00% | 114,329 | $2,514,094 | $2,618,134 | +$104,040 | +4.14% | |
| Raymond James Financial Inc | 0.00% | 99,536 | $2,188,786 | $2,279,374 | +$90,588 | +4.14% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.03% | 88,159 | $1,938,617 | $2,018,841 | +$80,224 | +4.14% | |
| Ameriprise Financial Inc | 0.00% | 70,679 | $1,554,237 | $1,618,549 | +$64,312 | +4.14% | |
| Omega Financial Group, Llc | 0.43% | 59,265 | $1,303,247 | $1,357,169 | +$53,922 | +4.14% | |
| Assetmark, Inc | 0.00% | 57,690 | $1,268,603 | $1,321,101 | +$52,498 | +4.14% | |
| Royal Bank Of Canada | 0.00% | 43,605 | $959,000 | $998,554 | +$39,554 | +4.12% | |
| Citadel Advisors Llc | 0.00% | 39,460 | $867,725 | $903,634 | +$35,909 | +4.14% | |
| Mml Investors Services, Llc | 0.00% | 37,529 | $825,274 | $859,414 | +$34,140 | +4.14% | |
| Central Trust Co | 0.02% | 35,827 | $787,841 | $820,438 | +$32,597 | +4.14% | |
| Susquehanna International Group, Llp | 0.00% | 25,290 | $556,127 | $579,141 | +$23,014 | +4.14% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,188 | $509,910 | $531,005 | +$21,095 | +4.14% | |
| Alphacentric Advisors Llc | 0.46% | 21,069 | $463,307 | $482,480 | +$19,173 | +4.14% | |
| Stifel Financial Corp | 0.00% | 20,006 | $439,929 | $458,137 | +$18,208 | +4.14% | |
| Hightower Advisors, Llc | 0.00% | 18,230 | $400,878 | $417,467 | +$16,589 | +4.14% | |
| Arax Advisory Partners | 0.01% | 17,119 | $376,450 | $392,025 | +$15,575 | +4.14% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 17,040 | $374,710 | $390,216 | +$15,506 | +4.14% | |
| Corient Private Wealth Llc | 0.00% | 14,224 | $312,786 | $325,730 | +$12,944 | +4.14% | |
| Dynamic Advisor Solutions Llc | 0.01% | 13,810 | $303,683 | $316,249 | +$12,566 | +4.14% | |
| First Citizens Bank & Trust Co | 0.01% | 13,727 | $301,856 | $314,348 | +$12,492 | +4.14% | |
| Citizens Financial Group Inc/Ri | 0.00% | 13,588 | $298,800 | $311,165 | +$12,365 | +4.14% | |
| Roan Capital Partners | 0.25% | 12,092 | $265,903 | $276,907 | +$11,004 | +4.14% | |
| Tmb Capital Partners, Llc | 0.09% | 11,974 | $263,318 | $274,205 | +$10,887 | +4.13% | |
| Level Four Advisory Services, Llc | 0.01% | 11,629 | $255,722 | $266,304 | +$10,582 | +4.14% | |
| Kestra Advisory Services, Llc | 0.00% | 11,562 | $254,244 | $264,770 | +$10,526 | +4.14% | |
| Old Mission Capital Llc | 0.01% | 11,306 | $248,618 | $258,907 | +$10,289 | +4.14% | |
| Jane Street Group, Llc | 0.00% | 10,896 | $239,603 | $249,518 | +$9,915 | +4.14% | |
| Onedigital Investment Advisors Llc | 0.00% | 9,630 | $211,764 | $220,527 | +$8,763 | +4.14% | |
| Provenance Wealth Advisors, Llc | 0.02% | 6,981 | $153,512 | $159,865 | +$6,353 | +4.14% | |
| Iag Wealth Partners, Llc | 0.02% | 6,917 | $152,105 | $158,399 | +$6,294 | +4.14% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,542 | $99,879 | $104,012 | +$4,133 | +4.14% | |
| Advisornet Financial, Inc | 0.00% | 2,715 | $59,703 | $62,173 | +$2,470 | +4.14% | |
| Western Wealth Management, Llc | 0.00% | 2,506 | $55,108 | $57,387 | +$2,279 | +4.14% | |
| Osaic Holdings, Inc. | 0.00% | 2,373 | $52,198 | $54,342 | +$2,144 | +4.11% | |
| Founders Financial Alliance, Llc | 0.01% | 1,451 | $31,907 | $33,228 | +$1,321 | +4.14% | |
| Physician Wealth Advisors, Inc. | 0.00% | 1,326 | $29,159 | $30,365 | +$1,206 | +4.14% | |
| Strive Financial Group ,Llc | 0.01% | 848 | $19,000 | $19,419 | +$419 | +2.21% | |
| Ameritas Investment Partners, Inc. | 0.00% | 792 | $17,405 | $18,137 | +$732 | +4.20% | |
| Harbour Investments, Inc. | 0.00% | 671 | $14,755 | $15,366 | +$611 | +4.14% |
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.