Invesco 0-5 Yr US TIPS ETF
PBTP
28 hedge funds and large institutions have $47M invested in Invesco 0-5 Yr US TIPS ETF in 2026 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
17% more funds holding
Funds holding: 24 → 28 (+4)
7% more capital invested
Capital invested by funds: $43.8M → $47M (+$3.21M)
17.35% less ownership
Funds ownership: 67.02% → 49.67% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
Tidemark
San Diego,
California
|
+$2.99M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.1M |
| 3 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
+$507K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$334K |
| 5 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$317K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$1.23M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$772K |
| 3 |
Goldman Sachs
New York
|
-$661K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$313K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$118K |
PBTP Hedge Fund Activity: Q2 2026 in Review
28 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Invesco 0-5 Yr US TIPS ETF (PBTP) for Q2 2026, worth a combined $47M — up 7.3% from $43.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PBTP positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Tidemark, adding an estimated $2.99M. The largest seller was Creative Financial Designs, exiting entirely with an estimated $1.23M sold.
- 28 institutional investors held Invesco 0-5 Yr US TIPS ETF (PBTP) as of Q2 2026, up from 24 in Q1 2026.
- Funds reported $47M of Invesco 0-5 Yr US TIPS ETF stock for Q2 2026, up 7.3% quarter-over-quarter.
- 6 funds opened new Invesco 0-5 Yr US TIPS ETF positions in Q2 2026 and 2 closed out, a net change of +4 holders.
- The largest Invesco 0-5 Yr US TIPS ETF buyer in Q2 2026 was Tidemark, an estimated $2.99M added.
- The largest Invesco 0-5 Yr US TIPS ETF seller in Q2 2026 was Creative Financial Designs, an estimated $1.23M sold.
Based on aggregated 13F filings for Q2 2026.