Invesco 0-5 Yr US TIPS ETF
PBTP
29 hedge funds and large institutions have $37.1M invested in Invesco 0-5 Yr US TIPS ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4% more funds holding
Funds holding: 28 → 29 (+1)
2.87% more ownership
Funds ownership: 66.22% → 69.09% (+2.9%)
1% less capital invested
Capital invested by funds: $37.3M → $37.1M (-$210K)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.82M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$924K |
| 3 |
Goldman Sachs
New York
|
+$792K |
| 4 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$772K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$294K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$3.4M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.42M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$967K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$400K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$124K |
PBTP Hedge Fund Activity: Q1 2025 in Review
29 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco 0-5 Yr US TIPS ETF (PBTP) for Q1 2025, worth a combined $37.1M — down 0.56% from $37.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PBTP positions and 5 closed out — a net gain of 1 holder — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $1.82M. The largest seller was Trilogy Capital, cutting an estimated $3.4M.
- 29 institutional investors held Invesco 0-5 Yr US TIPS ETF (PBTP) as of Q1 2025, up from 28 in Q4 2024.
- Funds reported $37.1M of Invesco 0-5 Yr US TIPS ETF stock for Q1 2025, down 0.56% quarter-over-quarter.
- 6 funds opened new Invesco 0-5 Yr US TIPS ETF positions in Q1 2025 and 5 closed out, a net change of +1 holder.
- The largest Invesco 0-5 Yr US TIPS ETF buyer in Q1 2025 was Bank of America, an estimated $1.82M added.
- The largest Invesco 0-5 Yr US TIPS ETF seller in Q1 2025 was Trilogy Capital, an estimated $3.4M sold.
Based on aggregated 13F filings for Q1 2025.