Who owns PBP?
Invesco S&P 500 BuyWrite ETF · Invesco
64 institutions reported holding PBP, worth $245.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PBP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sumitomo Life Insurance Co | Tokyo, Japan | $142.4M | 6,220,000 | No change |
| Morgan Stanley | New York, NY | $18.9M | 827,089 | +31,725 shares |
| MAI Capital Management | Independence, OH | $11.7M | 512,601 | +53,574 shares |
| United Community Bank | Greenville, SC | $11.4M | 496,225 | +14,477 shares |
| Park Avenue Securities LLC | New York, NY | $6.2M | 269,867 | New position |
| Bank of America Corp. | Charlotte, NC | $6.2M | 268,775 | +63,823 shares |
| Fifth Third Securities, Inc. | Cincinnati, OH | $5.1M | 222,453 | +56,763 shares |
| LPL Financial LLC | Fort Mill, SC | $5.0M | 216,809 | +11,809 shares |
| Creative Planning | Overland Park, KS | $3.6M | 157,604 | −19,466 shares |
| Thrivent Financial for Lutherans | Minneapolis, MN | $3.3M | 143,816 | +7,719 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PBP?
64 institutional managers reported holding PBP in Form 13F filings for June 30, 2026, worth $245.8M in total. The largest reported position was held by Sumitomo Life Insurance Co, at $142.4M.
Did institutions buy or sell PBP last quarter?
Reported 13F value rose 9.7% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PBP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.