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Invesco 0-5 Yr US TIPS ETF

31 hedge funds and large institutions have $49.8M invested in Invesco 0-5 Yr US TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

34% more capital invested

Capital invested by funds: $37.1M → $49.8M (+$12.7M)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more funds holding

Funds holding: 2931 (+2)

1.17% more ownership

Funds ownership: 69.09%70.26% (+1.2%)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$17.1M +$3.96M +152,332 +30%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.02M +$1.11M +42,665 +28%
KFS
3
Kelly Financial Services
Massachusetts
$4.66M +$3.89M +149,346 +498%
T
4
Tidemark
California
$4.55M +$2.54M +97,492 +125%
Bank of America
5
Bank of America
North Carolina
$2.68M +$1.72K +66 +0.1%
FTUS
6
Flow Traders U.S.
New York
$2.33M -$1.08M -41,457 -32%
SFS
7
Sowell Financial Services
Arkansas
$2.03M +$55.1K +2,119 +3%
BPA
8
Beacon Pointe Advisors
California
$1.35M -$78.1K -3,000 -5%
CFD
9
Creative Financial Designs
Indiana
$1.24M +$1.24M +47,741 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.15M +$214K +8,228 +23%
Raymond James Financial
11
Raymond James Financial
Florida
$1.06M -$6.77K -260 -0.6%
Goldman Sachs
12
Goldman Sachs
New York
$1.02M
TC
13
Trilogy Capital
California
$799K -$227K -8,724 -22%
Mariner
14
Mariner
Kansas
$755K +$756K +29,070 New
HPC
15
Hobart Private Capital
North Carolina
$744K +$746K +28,672 New
Osaic Holdings
16
Osaic Holdings
Arizona
$591K +$10.5K +402 +2%
AWA
17
Arkadios Wealth Advisors
Georgia
$555K +$107K +4,093 +24%
CAG
18
Centerpoint Advisory Group
Kansas
$413K -$2.97K -114 -0.7%
FAIM
19
Financial Advocates Investment Management
Washington
$321K -$14.6K -561 -4%
GLA
20
Good Life Advisors
Pennsylvania
$314K -$9.99K -384 -3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$292K +$293K +11,265 New
MML Investors Services
22
MML Investors Services
Massachusetts
$249K +$250K +9,591 New
Jane Street
23
Jane Street
New York
$239K +$240K +9,213 New
DC
24
Destiny Capital
Colorado
$205K -$3.93K -151 -2%
BlackRock
25
BlackRock
New York
$69.4K

PBTP Hedge Fund Activity: Q2 2025 in Review

31 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco 0-5 Yr US TIPS ETF (PBTP) for Q2 2025, worth a combined $49.8M — up 34% from $37.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBTP positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.96M. The largest seller was Flow Traders U.S., cutting an estimated $1.08M.

  • 31 institutional investors held Invesco 0-5 Yr US TIPS ETF (PBTP) as of Q2 2025, up from 29 in Q1 2025.
  • Funds reported $49.8M of Invesco 0-5 Yr US TIPS ETF stock for Q2 2025, up 34% quarter-over-quarter.
  • 9 funds opened new Invesco 0-5 Yr US TIPS ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Invesco 0-5 Yr US TIPS ETF buyer in Q2 2025 was LPL Financial, an estimated $3.96M added.
  • The largest Invesco 0-5 Yr US TIPS ETF seller in Q2 2025 was Flow Traders U.S., an estimated $1.08M sold.

Based on aggregated 13F filings for Q2 2025.