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Invesco Short Term Treasury ETF

43 hedge funds and large institutions have $580M invested in Invesco Short Term Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4243 (+1)

1.75% more ownership

Funds ownership: 82.76%84.51% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $608M → $580M (-$27.4M)

68% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 22

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
7
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$296K +$10.6K +100 +4%
TYCC
27
Texas Yale Capital Corp
Florida
$263K
CDIA
28
Capital Directions Investment Advisors
Georgia
$256K +$256K +2,424 New
CAS
29
Cascadia Advisory Services
Oregon
$253K +$253K +2,390 New
TSS
30
Two Sigma Securities
New York
$239K +$3.28K +31 +1%
TIAM2
31
Tru Independence Asset Management 2
Oregon
$229K -$54.3K -514 -19%
ACP
32
Aveo Capital Partners
Colorado
$229K +$229K +2,168 New
Osaic Holdings
33
Osaic Holdings
Arizona
$158K -$28.3K -268 -15%
Wells Fargo
34
Wells Fargo
California
$93K -$106 -1 -0.1%
CIR
35
Clear Investment Research
Georgia
$60K
AWM
36
Accel Wealth Management
Iowa
$41K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$36K -$35.3K -334 -49%
WWM
38
Wolff Wiese Magana
California
$11K -$949K -8,981 -99%
GI
39
Gradient Investments
Minnesota
$6K
HCP
40
Hexagon Capital Partners
Arkansas
$3K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$2K
HFA
42
Hoover Financial Advisors
Pennsylvania
$1K +$1.06K +10 New
BFA
43
Beaumont Financial Advisors
Massachusetts
-$13.3M -126,048 Closed
MAM
44
Madison Asset Management
Wisconsin
-$1.81M -17,091 Closed
OIA
45
Optimum Investment Advisors
Illinois
-$106K -1,000 Closed
HFS
46
Horizon Financial Services
North Carolina
-$37K -347 Closed

TBLL Hedge Fund Activity: Q2 2021 in Review

43 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Short Term Treasury ETF (TBLL) for Q2 2021, worth a combined $580M — down 4.5% from $608M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TBLL positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, adding an estimated $10.4M. The largest seller was IndexIQ Advisors, cutting an estimated $13.4M.

  • 43 institutional investors held Invesco Short Term Treasury ETF (TBLL) as of Q2 2021, up from 42 in Q1 2021.
  • Funds reported $580M of Invesco Short Term Treasury ETF stock for Q2 2021, down 4.5% quarter-over-quarter.
  • 5 funds opened new Invesco Short Term Treasury ETF positions in Q2 2021 and 4 closed out, a net change of +1 holder.
  • The largest Invesco Short Term Treasury ETF buyer in Q2 2021 was Jane Street, an estimated $10.4M added.
  • The largest Invesco Short Term Treasury ETF seller in Q2 2021 was IndexIQ Advisors, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2021.