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Invesco 0-5 Yr US TIPS ETF

24 hedge funds and large institutions have $43.8M invested in Invesco 0-5 Yr US TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

1.89% less ownership

Funds ownership: 68.91%67.02% (-1.9%)

6% less capital invested

Capital invested by funds: $46.4M → $43.8M (-$2.62M)

20% less funds holding

Funds holding: 3024 (-6)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
24
Holders Change
-6
Holders Change %
-20%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.4M -$349K -13,377 -2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.76M +$161K +6,161 +4%
T
3
Tidemark
California
$4.14M -$1.35M -51,889 -25%
SFS
4
Sowell Financial Services
Arkansas
$2.39M +$302K +11,567 +15%
Goldman Sachs
5
Goldman Sachs
New York
$1.59M -$886 -34 -0.1%
Bank of America
6
Bank of America
North Carolina
$1.33M -$1.11M -42,531 -46%
CFD
7
Creative Financial Designs
Indiana
$1.23M +$45.1K +1,730 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.2M -$48.5K -1,860 -4%
Raymond James Financial
9
Raymond James Financial
Florida
$1.17M +$26.4K +1,014 +2%
KFS
10
Kelly Financial Services
Massachusetts
$1.01M +$78.5K +3,012 +8%
TC
11
Trilogy Capital
California
$876K +$79.7K +3,058 +10%
BPA
12
Beacon Pointe Advisors
California
$774K +$91.2K +3,500 +13%
Citadel Advisors
13
Citadel Advisors
Florida
$772K +$494K +18,931 +179%
AWA
14
Arkadios Wealth Advisors
Georgia
$635K +$48.2K +1,850 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$553K +$144K +5,531 +35%
MML Investors Services
16
MML Investors Services
Massachusetts
$387K +$33.9K +1,299 +10%
CAG
17
Centerpoint Advisory Group
Kansas
$307K -$44K -1,688 -13%
DC
18
Destiny Capital
Colorado
$206K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$43K -$2.42K -93 -5%
BlackRock
20
BlackRock
New York
$33.5K -$5.24K -201 -14%
UBS Group
21
UBS Group
Switzerland
$33.4K +$33.3K +1,277 New
PTC
22
Private Trust Company
Ohio
$6.54K
AAP
23
Arax Advisory Partners
Colorado
$1.39K
Morgan Stanley
24
Morgan Stanley
New York
$37
HNB
25
Huntington National Bank
Ohio
$26

PBTP Hedge Fund Activity: Q1 2026 in Review

24 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco 0-5 Yr US TIPS ETF (PBTP) for Q1 2026, worth a combined $43.8M — down 5.6% from $46.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PBTP and 1 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 11 added.

The largest buyer was Citadel Advisors, adding an estimated $494K. The largest seller was Tidemark, cutting an estimated $1.35M.

  • 24 institutional investors held Invesco 0-5 Yr US TIPS ETF (PBTP) as of Q1 2026, down from 30 in Q4 2025.
  • Funds reported $43.8M of Invesco 0-5 Yr US TIPS ETF stock for Q1 2026, down 5.6% quarter-over-quarter.
  • 1 fund opened new Invesco 0-5 Yr US TIPS ETF positions in Q1 2026 and 6 closed out, a net change of -5 holders.
  • The largest Invesco 0-5 Yr US TIPS ETF buyer in Q1 2026 was Citadel Advisors, an estimated $494K added.
  • The largest Invesco 0-5 Yr US TIPS ETF seller in Q1 2026 was Tidemark, an estimated $1.35M sold.

Based on aggregated 13F filings for Q1 2026.