PBTP icon

Invesco 0-5 Yr US TIPS ETF

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.

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
7
Reduced
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCS
1
Retirement Capital Strategies
California
$14.2M 534,627 +15,092 +3%
LPL Financial
2
LPL Financial
California
$9.9M 373,825 +141,433 +61%
MCC
3
Money Concepts Capital
Florida
$4.99M 188,597 +188,597 New
Invesco
4
Invesco
Georgia
$3.41M 128,870 +19,749 +18%
BA
5
Bennicas & Associates
California
$2.47M 93,400
BWM
6
BlackDiamond Wealth Management
New York
$1.82M 68,855 +68,855 New
PAG
7
Private Advisor Group
New Jersey
$1.79M 67,740 +67,740 New
GLA
8
Good Life Advisors
Pennsylvania
$1.01M 38,053 +38,053 New
CWM
9
Collaborative Wealth Management
Florida
$866K 32,728 +32,728 New
Jane Street
10
Jane Street
New York
$449K 16,972 +465 +3%
MC
11
Matisse Capital
Oregon
$439K 16,600
KAS
12
Kestra Advisory Services
Texas
$436K 16,466 +16,466 New
FTUS
13
Flow Traders U.S.
New York
$299K 11,304 +11,304 New
FHA
14
Flagship Harbor Advisors
Massachusetts
$216K 8,146 +8,146 New
CAM
15
Costello Asset Management
Pennsylvania
$101K 3,800
Osaic Holdings
16
Osaic Holdings
Arizona
$60K 2,244 +1,569 +232%
Bank of America
17
Bank of America
North Carolina
$53K 2,000 +641 +47%
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$17K 638
TCWM
19
Total Clarity Wealth Management
Illinois
$11K 400
CA
20
CoreCap Advisors
Michigan
$3K 97 +97 New
CAN
21
Cetera Advisor Networks
California
-18,927 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-8,856 Closed
GRP
23
Global Retirement Partners
California
-4,034 Closed
UBS Group
24
UBS Group
Switzerland
-3,471 Closed
CFGS
25
Concourse Financial Group Securities
Alabama