PBTP icon

Invesco 0-5 Yr US TIPS ETF
PBTP

Overview Fund Activity

34 hedge funds and large institutions have $45.7M invested in Invesco 0-5 Yr US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$7.24M
2
FTUS
2
Flow Traders U.S.
New York
$2.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.04M
4
TC
4
Trilogy Capital
California
$2.55M
5
FAIM
5
Financial Advocates Investment Management
Washington
$708K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LPL Financial
2
LPL Financial
California
$18.9M
3
GLA
3
Good Life Advisors
Pennsylvania
$628K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
Mariner
5
Mariner
Kansas
$461K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$28.4K – – –
IGWM
27
ICA Group Wealth Management
Colorado
$23K +$23K +923 New
KFI
28
Key Financial Inc
Pennsylvania
$11.5K – – –
GRP
29
Global Retirement Partners
California
$11K – – –
CIAS
30
Capital Investment Advisory Services
North Carolina
$5.03K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2K – – –
AAP
32
Arax Advisory Partners
Colorado
$1.32K – – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$129 +$129 +5 New
Morgan Stanley
34
Morgan Stanley
New York
$116 +$116 +4 New
HNB
35
Huntington National Bank
Ohio
$25 -$24 – –
Wells Fargo
36
Wells Fargo
California
$1 -$10 – –
Jane Street
37
Jane Street
New York
– -$4.61M -188,785 Closed
AAS
38
Ameritas Advisory Services
Nebraska
– -$525K -21,488 Closed
CPRC
39
Consolidated Portfolio Review Corp
New York
– -$275K -11,256 Closed
RWA
40
Redhawk Wealth Advisors
Minnesota
– -$218K -8,941 Closed
UBS Group
41
UBS Group
Switzerland
– -$11.2K -457 Closed
BBHC
42
Brown Brothers Harriman & Co
New York
– -$4.88K -200 Closed
1
2