Invesco 0-5 Yr US TIPS ETF
PBTP
30 hedge funds and large institutions have $46.4M invested in Invesco 0-5 Yr US TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
20% more funds holding
Funds holding: 25 → 30 (+5)
1.31% less ownership
Funds ownership: 70.22% → 68.91% (-1.3%)
12% less capital invested
Capital invested by funds: $53M → $46.4M (-$6.61M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$717K |
| 2 |
Goldman Sachs
New York
|
+$548K |
| 3 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$384K |
| 4 |
T
Tidemark
San Diego,
California
|
+$322K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$4.21M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.61M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$781K |
| 4 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
-$744K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$592K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Comerica Bank
Dallas,
Texas
| $4.67K | +$4.71K | +180 | New |
|
|
PUI
27
Purpose Unlimited Inc
Toronto,
| $3.68K | +$3.71K | +142 | New |
|
|
AAP
28
Arax Advisory Partners
Denver,
Colorado
| $1.37K | +$1.39K | +53 | New |
|
29
Morgan Stanley
New York
| $33 | – | – | – |
|
|
HNB
30
Huntington National Bank
Columbus,
Ohio
| $26 | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $18 | +$26 | +1 | New |
|
|
32
Mariner
Overland Park,
Kansas
| – | -$781K | -29,879 | Closed |
|
|
HPC
33
Hobart Private Capital
Charlotte,
North Carolina
| – | -$744K | -28,460 | Closed |
|
PBTP Hedge Fund Activity: Q4 2025 in Review
30 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco 0-5 Yr US TIPS ETF (PBTP) for Q4 2025, worth a combined $46.4M — down 12% from $53M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PBTP positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $717K. The largest seller was Kelly Financial Services, cutting an estimated $4.21M.
- 30 institutional investors held Invesco 0-5 Yr US TIPS ETF (PBTP) as of Q4 2025, up from 25 in Q3 2025.
- Funds reported $46.4M of Invesco 0-5 Yr US TIPS ETF stock for Q4 2025, down 12% quarter-over-quarter.
- 7 funds opened new Invesco 0-5 Yr US TIPS ETF positions in Q4 2025 and 2 closed out, a net change of +5 holders.
- The largest Invesco 0-5 Yr US TIPS ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $717K added.
- The largest Invesco 0-5 Yr US TIPS ETF seller in Q4 2025 was Kelly Financial Services, an estimated $4.21M sold.
Based on aggregated 13F filings for Q4 2025.