Invesco 0-5 Yr US TIPS ETF
PBTP
36 hedge funds and large institutions have $44.7M invested in Invesco 0-5 Yr US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
6.82% more ownership
Funds ownership: 51.85% → 58.67% (+6.8%)
6% more funds holding
Funds holding: 34 → 36 (+2)
4% more capital invested
Capital invested by funds: $42.8M → $44.7M (+$1.91M)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.96M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$2.18M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$1.94M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$527K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$3.68M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.32M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.15M |
| 4 |
LPL Financial
San Diego,
California
|
-$553K |
| 5 |
SG
StoneX Group
New York
|
-$400K |
PBTP Hedge Fund Activity: Q3 2023 in Review
36 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco 0-5 Yr US TIPS ETF (PBTP) for Q3 2023, worth a combined $44.7M — up 4.5% from $42.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PBTP positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was Jane Street, adding an estimated $3.96M. The largest seller was Money Concepts Capital, exiting entirely with an estimated $3.68M sold.
- 36 institutional investors held Invesco 0-5 Yr US TIPS ETF (PBTP) as of Q3 2023, up from 34 in Q2 2023.
- Funds reported $44.7M of Invesco 0-5 Yr US TIPS ETF stock for Q3 2023, up 4.5% quarter-over-quarter.
- 7 funds opened new Invesco 0-5 Yr US TIPS ETF positions in Q3 2023 and 4 closed out, a net change of +3 holders.
- The largest Invesco 0-5 Yr US TIPS ETF buyer in Q3 2023 was Jane Street, an estimated $3.96M added.
- The largest Invesco 0-5 Yr US TIPS ETF seller in Q3 2023 was Money Concepts Capital, an estimated $3.68M sold.
Based on aggregated 13F filings for Q3 2023.