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
4,700,506
Price per share
$22.83
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
10,230,486
Total reported value
$226,283,384
% of total 13F portfolios
0%
Share change
+6,026,304
Value change
+$133,443,721
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 2.6% $2,606,929 120,803 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 04 Nov 2024

As of 30 Sep 2025, 50 institutional investors reported holding 10,230,486 shares of INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF (PBP). This represents 218% of the company’s total 4,700,506 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 215% 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 132% 6,220,000 4.3% $137,586,400
MORGAN STANLEY 15% 723,132 +8.2% 0% $15,995,708
United Community Bank 11% 537,928 +1.6% 3.7% $11,898,956
OSAIC HOLDINGS, INC. 10% 483,119 +17% 0.01% $10,671,277
MAI Capital Management 8.8% 411,826 -2.7% 0.06% $9,109,590
LPL Financial LLC 4.3% 199,988 +56% 0% $4,423,731
Creative Planning 3.9% 182,487 -6.3% 0% $4,036,615
BANK OF AMERICA CORP /DE/ 3.8% 177,914 +118% 0% $3,935,449
Fifth Third Securities, Inc. 3.7% 172,887 +8% 0.26% $3,824,260
Mount Lucas Management LP 2.6% 124,347 +4% 1.2% $2,750,556
RAYMOND JAMES FINANCIAL INC 2.6% 120,828 -0.87% 0% $2,672,722
ENVESTNET ASSET MANAGEMENT INC 2.4% 111,495 +11% 0% $2,466,264
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2% 92,124 -2.9% 0.04% $2,037,783
Cullen/Frost Bankers, Inc. 1.7% 77,965 0% 0.02% $1,724,586
AMERIPRISE FINANCIAL INC 1.4% 65,388 -1.4% 0% $1,446,378
WELLS FARGO & COMPANY/MN 1.4% 64,417 +7.4% 0% $1,424,925
Omega Financial Group, LLC 1.2% 57,941 +0.42% 0.43% $1,281,669
ASSETMARK, INC 1.2% 57,457 -0.97% 0% $1,270,949
CITADEL ADVISORS LLC 1.2% 56,684 0% $1,253,850
ROYAL BANK OF CANADA 0.8% 37,644 -25% 0% $833,000
CENTRAL TRUST Co 0.78% 36,702 -0.01% 0.02% $811,845
OLD MISSION CAPITAL LLC 0.7% 33,130 +93% 0.03% $732,835
MML INVESTORS SERVICES, LLC 0.58% 27,152 +22% 0% $600,602
HighTower Advisors, LLC 0.53% 24,888 0% 0% $550,523
STIFEL FINANCIAL CORP 0.51% 24,187 +7.2% 0% $535,037

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 123,640 $2,822,983 +$159,745 $22.83 5
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 $22.83 0
2016 Q1 3,408 $72,000 $21.13 1