PBP Institutional Ownership & Shareholders
INVESCO S&P 500 BUYWRITE ETF (PBP) is currently held by 60 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $238.54M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $143.27M, representing an estimated gain of +0.58% 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
60
Total Reported Value
$238.54M
Largest Holder
Sumitomo Life Insurance Co
Largest Position
$142.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
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 | $143,265,260 | +$827,260 | +0.58% | |
| Morgan Stanley | 0.00% | 827,089 | $18,940,364 | $19,050,341 | +$109,977 | +0.58% | |
| United Community Bank | 3.64% | 524,730 | $12,220,962 | $12,086,106 | -$134,856 | -1.10% | |
| Mai Capital Management | 0.04% | 512,601 | $11,738,559 | $11,806,739 | +$68,180 | +0.58% | |
| Fifth Third Securities, Inc. | 0.31% | 265,137 | $6,175,041 | $6,106,901 | -$68,140 | -1.10% | |
| Bank Of America Corp | 0.00% | 268,775 | $6,154,958 | $6,190,695 | +$35,737 | +0.58% | |
| Lpl Financial Llc | 0.00% | 216,809 | $4,964,923 | $4,993,762 | +$28,839 | +0.58% | |
| Cullen/Frost Bankers, Inc. | 0.04% | 168,796 | $3,931,259 | $3,887,878 | -$43,381 | -1.10% | |
| Thrivent Financial For Lutherans | 0.01% | 143,816 | $3,293,000 | $3,312,514 | +$19,514 | +0.59% | |
| Mount Lucas Management Lp | 1.13% | 138,716 | $3,176,596 | $3,195,046 | +$18,450 | +0.58% | |
| Envestnet Asset Management Inc | 0.00% | 124,231 | $2,844,895 | $2,861,413 | +$16,518 | +0.58% | |
| Wells Fargo & Company/Mn | 0.00% | 114,786 | $2,628,610 | $2,643,866 | +$15,256 | +0.58% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.03% | 82,644 | $1,924,772 | $1,903,539 | -$21,233 | -1.10% | |
| Ameriprise Financial Inc | 0.00% | 80,091 | $1,834,076 | $1,844,736 | +$10,660 | +0.58% | |
| Susquehanna International Group, Llp | 0.00% | 71,091 | $1,627,984 | $1,637,439 | +$9,455 | +0.58% | |
| Assetmark, Inc | 0.00% | 69,388 | $1,616,047 | $1,598,214 | -$17,833 | -1.10% | |
| Raymond James Financial Inc | 0.00% | 66,263 | $1,517,422 | $1,526,236 | +$8,814 | +0.58% | |
| Omega Financial Group, Llc | 0.42% | 57,690 | $1,343,595 | $1,328,774 | -$14,821 | -1.10% | |
| Mml Investors Services, Llc | 0.00% | 45,313 | $1,037,666 | $1,043,694 | +$6,028 | +0.58% | |
| Royal Bank Of Canada | 0.00% | 41,675 | $954,000 | $959,900 | +$5,900 | +0.62% | |
| Central Trust Co | 0.01% | 35,738 | $818,401 | $823,153 | +$4,752 | +0.58% | |
| Arax Advisory Partners | 0.00% | 27,430 | $628,152 | $631,795 | +$3,643 | +0.58% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,404 | $535,950 | $539,064 | +$3,114 | +0.58% | |
| Concurrent Investment Advisors, Llc | 0.00% | 22,739 | $529,592 | $523,747 | -$5,845 | -1.10% | |
| Alphacentric Advisors Llc | 0.42% | 21,627 | $495,258 | $498,135 | +$2,877 | +0.58% | |
| Stifel Financial Corp | 0.00% | 20,952 | $479,819 | $482,587 | +$2,768 | +0.58% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 16,317 | $373,659 | $375,829 | +$2,170 | +0.58% | |
| Citizens Financial Group Inc/Ri | 0.00% | 14,851 | $345,880 | $342,063 | -$3,817 | -1.10% | |
| Atria Investments, Inc | 0.00% | 14,662 | $341,483 | $337,710 | -$3,773 | -1.10% | |
| Corient Private Wealth Llc | 0.00% | 14,224 | $325,730 | $327,621 | +$1,891 | +0.58% | |
| Tmb Capital Partners, Llc | 0.10% | 13,564 | $315,906 | $312,420 | -$3,486 | -1.10% | |
| Dynamic Advisor Solutions Llc | 0.01% | 13,166 | $306,640 | $303,252 | -$3,388 | -1.10% | |
| First Citizens Bank & Trust Co | 0.00% | 12,900 | $300,441 | $297,126 | -$3,315 | -1.10% | |
| Citadel Advisors Llc | 0.00% | 11,832 | $270,953 | $272,526 | +$1,573 | +0.58% | |
| Kestra Advisory Services, Llc | 0.00% | 11,777 | $269,696 | $271,260 | +$1,564 | +0.58% | |
| Level Four Advisory Services, Llc | 0.01% | 11,283 | $258,381 | $259,881 | +$1,500 | +0.58% | |
| Truist Financial Corp | 0.00% | 10,971 | $255,520 | $252,695 | -$2,825 | -1.11% | |
| Roan Capital Partners | 0.18% | 10,592 | $246,688 | $243,966 | -$2,722 | -1.10% | |
| Onedigital Investment Advisors Llc | 0.00% | 9,630 | $220,527 | $221,808 | +$1,281 | +0.58% | |
| Summit Financial, Llc | 0.00% | 8,771 | $200,856 | $202,022 | +$1,166 | +0.58% | |
| Provenance Wealth Advisors, Llc | 0.01% | 6,981 | $162,587 | $160,793 | -$1,794 | -1.10% | |
| Iag Wealth Partners, Llc | 0.02% | 6,917 | $158,399 | $159,319 | +$920 | +0.58% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,989 | $114,248 | $114,912 | +$664 | +0.58% | |
| Osaic Holdings, Inc. | 0.00% | 1,881 | $43,081 | $43,325 | +$244 | +0.57% | |
| Founders Financial Alliance, Llc | 0.00% | 1,451 | $33,228 | $33,421 | +$193 | +0.58% | |
| Physician Wealth Advisors, Inc. | 0.00% | 1,326 | $30,883 | $30,542 | -$341 | -1.10% | |
| Farther Finance Advisors, Llc | 0.00% | 964 | $22,452 | $22,204 | -$248 | -1.11% | |
| Strive Financial Group ,Llc | 0.01% | 830 | $19,007 | $19,117 | +$110 | +0.58% | |
| Ameritas Investment Partners, Inc. | 0.00% | 792 | $18,125 | $18,242 | +$117 | +0.65% | |
| Harbour Investments, Inc. | 0.00% | 671 | $15,366 | $15,455 | +$89 | +0.58% |
Frequently asked questions about PBP
Who are the largest institutional holders of PBP?
The largest institutional holders of PBP reported in the latest SEC Form 13F filings include Sumitomo Life Insurance Co, Morgan Stanley, United Community Bank, Mai Capital Management, and Fifth Third Securities, Inc.. InsiderSet ranks institutional holders by their latest reported PBP position.
What is PBP institutional ownership?
This page tracks PBP positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 BUYWRITE ETF (PBP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBP?
InsiderSet currently tracks 60 institutional managers reporting PBP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PBP shareholders.
How much PBP stock do institutions own?
Institutional investment managers disclosed approximately $238.54M in PBP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBP institutional ownership last updated?
The latest PBP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PBP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PBP position after the reporting date.
Are institutions buying or selling PBP?
Institutional buying and selling can be analyzed by comparing PBP positions across consecutive 13F reporting periods. InsiderSet's PBP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBP ownership changes.
How has PBP institutional ownership changed over time?
InsiderSet tracks PBP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.