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Invesco 0-5 Yr US TIPS ETF

28 hedge funds and large institutions have $37.3M invested in Invesco 0-5 Yr US TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$14.3M 562,281 -64,850 -10%
TC
2
Trilogy Capital
California
$4.36M 171,507 +1,217 +0.7%
FTUS
3
Flow Traders U.S.
New York
$4.29M 168,707 +15,916 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.77M 148,288 +148,288 New
SFS
5
Sowell Financial Services
Arkansas
$1.88M 74,014 +15,557 +27%
T
6
Tidemark
California
$1.87M 73,644 +15,334 +26%
BPA
7
Beacon Pointe Advisors
California
$1.52M 59,900 -5,800 -9%
Raymond James Financial
8
Raymond James Financial
Florida
$973K 38,319 +38,319 New
Bank of America
9
Bank of America
North Carolina
$823K 32,401 +816 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$574K 22,587 +923 +4%
AWA
11
Arkadios Wealth Advisors
Georgia
$490K 19,307 +981 +5%
CAG
12
Centerpoint Advisory Group
Kansas
$412K 16,236 +16,236 New
SWP
13
Stratos Wealth Partners
Ohio
$400K 15,753 -604 -4%
GLA
14
Good Life Advisors
Pennsylvania
$357K 14,074 -14,116 -50%
FAIM
15
Financial Advocates Investment Management
Washington
$348K 13,686 -9,065 -40%
Goldman Sachs
16
Goldman Sachs
New York
$220K 8,676
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$218K 8,564 -248 -3%
AWS
18
Atria Wealth Solutions
New York
$218K 8,564 -248 -3%
DC
19
Destiny Capital
Colorado
$216K 8,510
GM
20
GeoWealth Management
Illinois
$50.5K 1,988 +227 +13%
CA
21
CoreCap Advisors
Michigan
$26.9K 1,060
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$25.4K 1,000 +1,000 New
UBS Group
23
UBS Group
Switzerland
$21K 825 +479 +138%
SIS
24
Sound Income Strategies
Florida
$2.31K 91
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2K 93