Invesco 0-5 Yr US TIPS ETF
PBTP
42 hedge funds and large institutions have $70.1M invested in Invesco 0-5 Yr US TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
27% more funds holding
Funds holding: 33 → 42 (+9)
11% more capital inflows, than outflows
Capital inflows: $14M | Capital outflows: $12.6M
0.66% less ownership
Funds ownership: 65.97% → 65.31% (-0.66%)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.95M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$2.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.31M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$975K |
| 5 |
Geneos Wealth Management
Englewood,
Colorado
|
+$549K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$9.5M |
| 2 |
Good Life Advisors
Reading,
Pennsylvania
|
-$958K |
| 3 |
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$544K |
| 4 |
Bennicas & Associates
Portola Valley,
California
|
-$381K |
| 5 |
TrinityPoint Wealth
Milford,
Connecticut
|
-$353K |
PBTP Hedge Fund Activity: Q4 2022 in Review
42 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Invesco 0-5 Yr US TIPS ETF (PBTP) for Q4 2022, worth a combined $70.1M — down 13% from $81M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PBTP positions and 1 closed out — a net gain of 10 holders — while 12 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.95M. The largest seller was Jane Street, cutting an estimated $9.5M.
- 42 institutional investors held Invesco 0-5 Yr US TIPS ETF (PBTP) as of Q4 2022, up from 33 in Q3 2022.
- Funds reported $70.1M of Invesco 0-5 Yr US TIPS ETF stock for Q4 2022, down 13% quarter-over-quarter.
- 11 funds opened new Invesco 0-5 Yr US TIPS ETF positions in Q4 2022 and 1 closed out, a net change of +10 holders.
- The largest Invesco 0-5 Yr US TIPS ETF buyer in Q4 2022 was LPL Financial, an estimated $3.95M added.
- The largest Invesco 0-5 Yr US TIPS ETF seller in Q4 2022 was Jane Street, an estimated $9.5M sold.
Based on aggregated 13F filings for Q4 2022.