Invesco 0-5 Yr US TIPS ETF
PBTP
21 hedge funds and large institutions have $42.5M invested in Invesco 0-5 Yr US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more capital invested
Capital invested by funds: $27.3M → $42.5M (+$15.2M)
31% more funds holding
Funds holding: 16 → 21 (+5)
11.06% more ownership
Funds ownership: 63.96% → 75.02% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.77M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.81M |
| 3 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$1.02M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$527K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$439K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$502K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$235K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$107K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$92K |
PBTP Hedge Fund Activity: Q4 2021 in Review
21 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco 0-5 Yr US TIPS ETF (PBTP) for Q4 2021, worth a combined $42.5M — up 56% from $27.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PBTP positions and 4 closed out — a net gain of 5 holders — while 7 added to existing stakes and 0 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.77M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $502K sold.
- 21 institutional investors held Invesco 0-5 Yr US TIPS ETF (PBTP) as of Q4 2021, up from 16 in Q3 2021.
- Funds reported $42.5M of Invesco 0-5 Yr US TIPS ETF stock for Q4 2021, up 56% quarter-over-quarter.
- 9 funds opened new Invesco 0-5 Yr US TIPS ETF positions in Q4 2021 and 4 closed out, a net change of +5 holders.
- The largest Invesco 0-5 Yr US TIPS ETF buyer in Q4 2021 was LPL Financial, an estimated $3.77M added.
- The largest Invesco 0-5 Yr US TIPS ETF seller in Q4 2021 was Cetera Advisor Networks, an estimated $502K sold.
Based on aggregated 13F filings for Q4 2021.