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Invesco Short Term Treasury ETF

110 hedge funds and large institutions have $1.37B invested in Invesco Short Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

4% more capital invested

Capital invested by funds: $1.31B → $1.37B (+$58M)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.63% less ownership

Funds ownership: 70.76%70.13% (-0.63%)

4% less funds holding

Funds holding: 114110 (-4)

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.45%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
15
Increased
50
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Power Wealth Management
Georgia
$9.19M +$775K +7,339 +9%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$8.85M +$2.63M +24,897 +42%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$8.76M +$580K +5,487 +7%
RFG
29
RFP Financial Group
Georgia
$7.83M +$459K +4,342 +6%
SWP
30
Stratos Wealth Partners
Ohio
$7.39M +$2.74M +25,961 +59%
Jane Street
31
Jane Street
New York
$6.33M +$6.33M +59,974 New
KAS
32
Kestra Advisory Services
Texas
$5.84M +$544K +5,147 +10%
GC
33
Guidance Capital
Kentucky
$5.75M +$442K +4,183 +8%
HB
34
HTLF Bank
Colorado
$5.63M -$115K -1,089 -2%
AI
35
Arvest Investments
Arkansas
$5.37M -$549K -5,196 -9%
Truist Financial
36
Truist Financial
North Carolina
$4.3M -$109K -1,031 -2%
GAM
37
Gotham Asset Management
New York
$3.84M +$134K +1,272 +4%
Mariner
38
Mariner
Kansas
$3.35M +$564K +5,337 +20%
WA
39
Win Advisors
Florida
$3.04M +$3.04M +28,801 New
OPA
40
Old Port Advisors
Maine
$2.99M +$2.32M +21,983 +348%
CCA
41
Clearwater Capital Advisors
Illinois
$2.8M +$105K +996 +4%
EC
42
EdgeRock Capital
Colorado
$2.56M -$103K -973 -4%
SL
43
Sentinus LLC
Illinois
$2.33M -$6.56M -62,097 -74%
AA
44
ACT Advisors
North Carolina
$2.31M -$1.21M -11,447 -34%
CWP
45
Core Wealth Partners
California
$1.87M -$96.5K -914 -5%
CSP
46
Cary Street Partners
Virginia
$1.84M +$1.84M +17,378 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.77M +$518K +4,906 +42%
VFA
48
Valeo Financial Advisors
Indiana
$1.58M +$9.61K +91 +0.6%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.56M +$249K +2,361 +19%
FIA
50
Foundations Investment Advisors
Arizona
$1.47M +$630K +5,966 +75%

TBLL Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Short Term Treasury ETF (TBLL) for Q4 2024, worth a combined $1.37B — up 4.4% from $1.31B a quarter earlier.

Fund positioning in TBLL was balanced in Q4 2024: 15 funds opened new positions, 15 closed out, 50 added to existing stakes and 32 trimmed.

The largest buyer was Ameriprise, adding an estimated $20.2M. The largest seller was UBS Group, cutting an estimated $15.9M.

  • 110 institutional investors held Invesco Short Term Treasury ETF (TBLL) as of Q4 2024, down from 114 in Q3 2024.
  • Funds reported $1.37B of Invesco Short Term Treasury ETF stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 15 funds opened new Invesco Short Term Treasury ETF positions in Q4 2024 and 15 closed out, a net change of 0 holders.
  • The largest Invesco Short Term Treasury ETF buyer in Q4 2024 was Ameriprise, an estimated $20.2M added.
  • The largest Invesco Short Term Treasury ETF seller in Q4 2024 was UBS Group, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2024.