INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF (PBP) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2016 to Q4 2025

Type / Class
Equity / Invesco S&P 500 BuyWrite ETF
Symbol
PBP
Shares outstanding
14,130,313
Price per share
$22.89
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
10,642,644
Total reported value
$242,969,320
% of total 13F portfolios
0%
Share change
+407,008
Value change
+$9,359,541
Number of holders
50
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF (PBP) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.64% -64% $2,064,590 -$693,318 90,434 -25% Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 04 Nov 2025

As of 31 Dec 2025, 50 institutional investors reported holding 10,642,644 shares of INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF (PBP). This represents 75% of the company’s total 14,130,313 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF (PBP) together control 74% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SUMITOMO LIFE INSURANCE CO 44% 6,220,000 0% 3.9% $142,000,734
MORGAN STANLEY 5.3% 750,569 +3.8% 0% $17,135,278
United Community Bank 3.4% 480,266 -11% 4.1% $10,964,317
MAI Capital Management 3.1% 437,374 +6.2% 0.06% $9,985,112
OSAIC HOLDINGS, INC. 3.1% 435,269 -9.9% 0.01% $9,938,037
AMERIPRISE FINANCIAL INC 3% 418,339 +540% 0% $9,549,962
BANK OF AMERICA CORP /DE/ 1.5% 210,496 +18% 0% $4,805,552
LPL Financial LLC 1.4% 193,433 -3.3% 0% $4,416,021
Creative Planning 1.2% 170,527 -6.6% 0% $3,893,083
Fifth Third Securities, Inc. 1.1% 151,364 -12% 0.23% $3,455,594
Mount Lucas Management LP 0.88% 124,366 +0.02% 1.3% $2,839,238
Thrivent Financial for Lutherans 0.83% 117,224 0% $2,676,000
ENVESTNET ASSET MANAGEMENT INC 0.82% 115,189 +3.3% 0% $2,629,740
Cullen/Frost Bankers, Inc. 0.72% 101,771 +31% 0.03% $2,323,401
RAYMOND JAMES FINANCIAL INC 0.69% 97,332 -19% 0% $2,222,071
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.64% 90,434 -1.8% 0.04% $2,064,582
WELLS FARGO & COMPANY/MN 0.45% 63,293 -1.7% 0% $1,444,968
ASSETMARK, INC 0.42% 59,128 +2.9% 0% $1,349,875
Omega Financial Group, LLC 0.41% 58,009 +0.12% 0.44% $1,324,348
ROYAL BANK OF CANADA 0.28% 39,931 +6.1% 0% $912,000
CENTRAL TRUST Co 0.26% 36,702 0% 0.02% $837,893
MML INVESTORS SERVICES, LLC 0.22% 30,992 +14% 0% $707,539
STIFEL FINANCIAL CORP 0.18% 25,232 +4.3% 0% $576,045
HighTower Advisors, LLC 0.18% 24,888 0% 0% $568,186
COMMONWEALTH EQUITY SERVICES, LLC 0.16% 23,245 +87% 0% $530,690

Institutional Holders of INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF (PBP) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 10,642,644 $242,969,320 +$9,359,541 $22.83 50
2025 Q3 10,230,486 $226,283,384 +$133,443,721 $22.12 50
2025 Q2 4,204,182 $91,903,896 +$12,438,808 $21.86 53
2025 Q1 3,630,382 $80,494,349 +$25,928,585 $22.17 56
2024 Q4 2,464,659 $58,091,926 +$15,750,864 $23.57 59
2024 Q3 1,999,759 $45,672,240 -$2,179,294 $22.84 53
2024 Q2 2,097,394 $46,494,678 +$884,666 $22.16 51
2024 Q1 2,055,322 $46,192,057 -$1,027,550 $22.48 49
2023 Q4 2,103,102 $45,636,832 +$3,074,134 $21.70 49
2023 Q3 1,955,849 $41,734,656 +$972,456 $21.34 49
2023 Q2 1,886,279 $41,724,354 +$38,509 $22.12 47
2023 Q1 1,891,301 $40,096,117 -$23,295,585 $21.20 46
2022 Q4 3,023,436 $60,785,512 +$12,519,814 $20.12 56
2022 Q3 2,449,411 $46,324,157 -$899,465 $18.91 54
2022 Q2 2,469,145 $50,892,323 -$9,742,891 $20.61 55
2022 Q1 2,911,115 $67,642,782 +$2,805,031 $23.26 61
2021 Q4 2,771,619 $63,978,318 +$208,216 $23.11 61
2021 Q3 2,748,038 $63,195,665 -$383,157 $22.99 51
2021 Q2 2,765,118 $62,651,000 -$1,139,642 $22.64 54
2021 Q1 2,795,513 $60,494,357 -$5,832,415 $21.66 49
2020 Q4 3,105,138 $63,722,177 -$8,669,601 $20.49 57
2020 Q3 3,535,988 $67,646,006 -$14,397,712 $19.14 63
2020 Q2 4,318,171 $78,316,049 -$25,157,604 $18.14 69
2020 Q1 5,770,183 $96,498,951 -$8,461,082 $16.73 76
2019 Q4 6,228,599 $134,131,516 -$17,768,275 $21.54 77
2019 Q3 6,917,093 $149,749,426 -$24,911,008 $21.65 79
2019 Q2 8,071,894 $174,859,072 +$6,334,357 $21.69 77
2019 Q1 7,732,892 $162,626,656 +$3,007,497 $21.03 78
2018 Q4 7,634,696 $150,776,176 +$22,745,739 $19.75 84
2018 Q3 6,087,953 $138,050,379 +$4,924,570 $22.68 71
2018 Q2 5,886,058 $127,360,606 +$126,959,606 $21.63 71
2018 Q1 16,832 $355,000 +$355,000 $21.09 1
2016 Q2 0 $0 -$72,000 $22.89 0
2016 Q1 3,408 $72,000 $21.13 1