Invesco 0-5 Yr US TIPS ETF
PBTP
25 hedge funds and large institutions have $53M invested in Invesco 0-5 Yr US TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
7% more capital invested
Capital invested by funds: $49.8M → $53M (+$3.25M)
0.05% less ownership
Funds ownership: 70.26% → 70.22% (-0.05%)
19% less funds holding
Funds holding: 31 → 25 (-6)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.35M |
| 2 |
T
Tidemark
San Diego,
California
|
+$591K |
| 3 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$450K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$292K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$401K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$389K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$321K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$292K |
| 5 |
Jane Street
New York
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $26 | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $5 | -$52 | -2 | Closed |
|
|
FAIM
28
Financial Advocates Investment Management
Olympia,
Washington
| – | -$321K | -12,350 | Closed |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$292K | -11,265 | Closed |
|
|
30
Jane Street
New York
| – | -$239K | -9,213 | Closed |
|
|
AAP
31
Arax Advisory Partners
Denver,
Colorado
| – | -$1.38K | -53 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | -$26 | -1 | Closed |
|
PBTP Hedge Fund Activity: Q3 2025 in Review
25 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco 0-5 Yr US TIPS ETF (PBTP) for Q3 2025, worth a combined $53M — up 6.5% from $49.8M 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 13 added.
The largest buyer was LPL Financial, adding an estimated $3.35M. The largest seller was Beacon Pointe Advisors, cutting an estimated $401K.
- 25 institutional investors held Invesco 0-5 Yr US TIPS ETF (PBTP) as of Q3 2025, down from 31 in Q2 2025.
- Funds reported $53M of Invesco 0-5 Yr US TIPS ETF stock for Q3 2025, up 6.5% quarter-over-quarter.
- 1 fund opened new Invesco 0-5 Yr US TIPS ETF positions in Q3 2025 and 6 closed out, a net change of -5 holders.
- The largest Invesco 0-5 Yr US TIPS ETF buyer in Q3 2025 was LPL Financial, an estimated $3.35M added.
- The largest Invesco 0-5 Yr US TIPS ETF seller in Q3 2025 was Beacon Pointe Advisors, an estimated $401K sold.
Based on aggregated 13F filings for Q3 2025.