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Invesco Short Term Treasury ETF
TBLL

97 hedge funds and large institutions have $1.22B invested in Invesco Short Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more funds holding

Funds holding: 95 → 97 (+2)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

3% less capital invested

Capital invested by funds: $1.25B → $1.22B (-$31.7M)

1.77% less ownership

Funds ownership: 80.83% → 79.06% (-1.8%)

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
16
Increased
36
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$30.1M
2
Bank of America
Bank of America
North Carolina
+$18.1M
3
Jane Street
Jane Street
New York
+$11.4M
4
MML Investors Services
MML Investors Services
Massachusetts
+$8.6M
5
HighTower Advisors
HighTower Advisors
Illinois
+$8.27M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$51.1M
2
Morgan Stanley
Morgan Stanley
New York
-$40.2M
3
LPL Financial
LPL Financial
California
-$19.8M
4
PFPT
Pinnacle Financial Partners (Tennessee)
Tennessee
-$10.4M
5
SWP
Stratos Wealth Partners
Ohio
-$5.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
MBI
51
May Barnhard Investments
Maryland
$960K -$508K -4,816 -35%
MA
52
Mutual Advisors
Nebraska
$940K +$494K +4,682 +111%
CAN
53
Cetera Advisor Networks
California
$855K +$109K +1,031 +15%
PCA
54
Prosperity Capital Advisors
Ohio
$803K +$804K +7,618 New
BCI
55
Brinker Capital Investments
Pennsylvania
$667K +$201K +1,905 +43%
OPS
56
Orion Portfolio Solutions
Nebraska
$667K +$201K +1,905 +43%
AAS
57
Avantax Advisory Services
Texas
$636K +$637K +6,032 New
SF
58
Synovus Financial
Georgia
$624K +$58.2K +551 +10%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$550K +$46.9K +444 +9%
WWM
60
Whalen Wealth Management
Nevada
$533K +$533K +5,052 New
MC
61
McCarthy & Cox
Ohio
$527K +$528K +5,001 New
Goldman Sachs
62
Goldman Sachs
New York
$525K -$51.1M -483,892 -99%
APS
63
American Planning Services
Florida
$517K – – –
FHA
64
Flagship Harbor Advisors
Massachusetts
$508K -$94.2K -892 -16%
S
65
SignatureFD
Georgia
$503K +$504K +4,771 New
AA
66
ACT Advisors
North Carolina
$500K – – –
PA
67
PFG Advisors
Arizona
$481K -$10.5K -99 -2%
AWA
68
Adapt Wealth Advisors
Georgia
$470K +$470K +4,454 New
GRP
69
Global Retirement Partners
California
$438K -$233K -2,209 -35%
Comerica Bank
70
Comerica Bank
Texas
$437K +$108K +1,019 +33%
FAIM
71
Financial Advocates Investment Management
Washington
$436K -$39.6K -375 -8%
OMC
72
Old Mission Capital
Illinois
$352K -$484K -4,587 -58%
Citadel Advisors
73
Citadel Advisors
Florida
$348K +$134K +1,273 +63%
PI
74
PFG Investments
New York
$317K +$317K +3,005 New
KeyBank National Association
75
KeyBank National Association
Ohio
$315K – – –
1 2
3
4 5

TBLL Hedge Fund Activity: Q1 2024 in Review

97 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Short Term Treasury ETF (TBLL) for Q1 2024, worth a combined $1.22B — down 2.5% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TBLL positions and 13 closed out — a net gain of 3 holders — while 36 added to existing stakes and 36 trimmed.

The largest buyer was Ameriprise, adding an estimated $30.1M. The largest seller was Goldman Sachs, cutting an estimated $51.1M.

  • 97 institutional investors held Invesco Short Term Treasury ETF (TBLL) as of Q1 2024, up from 95 in Q4 2023.
  • Funds reported $1.22B of Invesco Short Term Treasury ETF stock for Q1 2024, down 2.5% quarter-over-quarter.
  • 16 funds opened new Invesco Short Term Treasury ETF positions in Q1 2024 and 13 closed out, a net change of +3 holders.
  • The largest Invesco Short Term Treasury ETF buyer in Q1 2024 was Ameriprise, an estimated $30.1M added.
  • The largest Invesco Short Term Treasury ETF seller in Q1 2024 was Goldman Sachs, an estimated $51.1M sold.

Based on aggregated 13F filings for Q1 2024.