Invesco 0-5 Yr US TIPS ETF
PBTP
31 hedge funds and large institutions have $49.8M invested in Invesco 0-5 Yr US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 7 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
34% more capital invested
Capital invested by funds: $37.1M → $49.8M (+$12.7M)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
7% more funds holding
Funds holding: 29 → 31 (+2)
1.17% more ownership
Funds ownership: 69.09% → 70.26% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.96M |
| 2 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$3.89M |
| 3 |
T
Tidemark
San Diego,
California
|
+$2.54M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$1.24M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.08M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$297K |
| 3 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$292K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$249K |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$249K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $37K | +$35.1K | +1,350 | +1,452% |
|
|
PTC
27
Private Trust Company
Cleveland,
Ohio
| $6.49K | +$6.51K | +250 | New |
|
|
AAP
28
Arax Advisory Partners
Denver,
Colorado
| $1.38K | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $39 | +$26 | +1 | +100% |
|
30
Morgan Stanley
New York
| $31 | +$26 | +1 | New |
|
|
HNB
31
Huntington National Bank
Columbus,
Ohio
| $26 | – | – | – |
|
32
Fidelity Investments
Boston,
Massachusetts
| $26 | +$26 | +1 | New |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$297K | -11,434 | Closed |
|
|
BCA
34
Bay Colony Advisors
Concord,
Massachusetts
| – | -$292K | -11,265 | Closed |
|
|
AWS
35
Atria Wealth Solutions
New York
| – | -$249K | -9,610 | Closed |
|
|
36
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$249K | -9,610 | Closed |
|
|
WCFA
37
Walkner Condon Financial Advisors
Madison,
Wisconsin
| – | -$213K | -8,218 | Closed |
|
|
CA
38
CoreCap Advisors
Southfield,
Michigan
| – | -$27.5K | -1,060 | Closed |
|
|
SIS
39
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$2.36K | -91 | Closed |
|
PBTP Hedge Fund Activity: Q2 2025 in Review
31 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco 0-5 Yr US TIPS ETF (PBTP) for Q2 2025, worth a combined $49.8M — up 34% from $37.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PBTP positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.96M. The largest seller was Flow Traders U.S., cutting an estimated $1.08M.
- 31 institutional investors held Invesco 0-5 Yr US TIPS ETF (PBTP) as of Q2 2025, up from 29 in Q1 2025.
- Funds reported $49.8M of Invesco 0-5 Yr US TIPS ETF stock for Q2 2025, up 34% quarter-over-quarter.
- 9 funds opened new Invesco 0-5 Yr US TIPS ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
- The largest Invesco 0-5 Yr US TIPS ETF buyer in Q2 2025 was LPL Financial, an estimated $3.96M added.
- The largest Invesco 0-5 Yr US TIPS ETF seller in Q2 2025 was Flow Traders U.S., an estimated $1.08M sold.
Based on aggregated 13F filings for Q2 2025.