13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
PBP

Invesco S&P 500 BuyWrite ETF

59 institutions still hold Invesco S&P 500 BuyWrite ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137v399·59 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.4%
vs prior quarter
13F value held
$213M
60.0% inst. owned
of float
Holders
59
+105 QoQ
filers reporting
Activity
+41 / −87
+921 added · −743 reduced
this quarter
Concentration
64.15%
SUMITOMO LIFE INSURANCE CO #1
top holder share
AI Holders Summary · Q1 2026

59 institutions reported PBP in Q1 2026. SUMITOMO LIFE INSURANCE CO leads at 64.1% of the visible book. +105 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
SUMITOMO LIFE INSURANCE CO
CIK 0000937760
$137M6.2M3.21%Q1 202602
MORGAN STANLEY
CIK 0000895421
$17M795K0.00%Q1 202603
United Community Bank
CIK 0002000314
$11M482K3.53%Q1 202604
MAI Capital Management
CIK 0001040197
$10M459K0.06%Q1 202605
LPL Financial LLC
CIK 0001403438
$5M205K0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M205K0.00%Q1 202607
Creative Planning
CIK 0001540235
$4M177K0.00%Q1 202608
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$4M166K0.24%Q1 202609
Mount Lucas Management LP
CIK 0001185072
$3M138K1.12%Q1 202610
CULLEN/FROST BANKERS, INC.
CIK 0000039263
$3M120K0.03%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M119K0.00%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M114K0.00%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M100K0.00%Q1 202614
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$2M88K0.03%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M71K0.00%Q1 202616
ASSETMARK, INC
CIK 0001344551
$1M59K0.00%Q4 202517
Omega Financial Group, LLC
CIK 0001767982
$1M59K0.42%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$959,00044K0.00%Q1 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$825,27438K0.00%Q1 202620
CENTRAL TRUST Co
CIK 0000044365
$787,84136K0.02%Q1 2026
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