Invesco Short Term Treasury ETF
TBLL
35 hedge funds and large institutions have $789M invested in Invesco Short Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 5 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
20% more capital invested
Capital invested by funds: $657M → $789M (+$132M)
9.22% more ownership
Funds ownership: 87.01% → 96.23% (+9.2%)
6% more funds holding
Funds holding: 33 → 35 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$97M |
| 2 |
IA
IndexIQ Advisors
New York
|
+$64.1M |
| 3 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$19.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.3M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$42.6M |
| 2 |
Morgan Stanley
New York
|
-$18M |
| 3 |
WI
WrapManager Inc
Mill Valley,
California
|
-$5.35M |
| 4 |
Jane Street
New York
|
-$4.32M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$2.98M |
TBLL Hedge Fund Activity: Q2 2020 in Review
35 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Short Term Treasury ETF (TBLL) for Q2 2020, worth a combined $789M — up 20% from $657M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TBLL positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 7 trimmed.
The largest buyer was UBS Group, adding an estimated $97M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $42.6M.
- 35 institutional investors held Invesco Short Term Treasury ETF (TBLL) as of Q2 2020, up from 33 in Q1 2020.
- Funds reported $789M of Invesco Short Term Treasury ETF stock for Q2 2020, up 20% quarter-over-quarter.
- 8 funds opened new Invesco Short Term Treasury ETF positions in Q2 2020 and 5 closed out, a net change of +3 holders.
- The largest Invesco Short Term Treasury ETF buyer in Q2 2020 was UBS Group, an estimated $97M added.
- The largest Invesco Short Term Treasury ETF seller in Q2 2020 was Avidian Wealth Enterprises, an estimated $42.6M sold.
Based on aggregated 13F filings for Q2 2020.