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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
WG
51
Watchman Group
Texas
$1.46M +$503K +4,759 +52%
UCFA
52
United Capital Financial Advisors
Texas
$1.45M -$520K -4,923 -26%
MC
53
McCarthy & Cox
Ohio
$1.4M +$424K +4,018 +44%
CGL
54
Clarius Group LLC
Washington
$1.36M
Kovitz Investment Group Partners
55
Kovitz Investment Group Partners
Illinois
$1.34M -$934K -8,847 -41%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$1.24M +$142K +1,348 +13%
MBI
57
May Barnhard Investments
Maryland
$1.21M +$450K +4,259 +59%
TI
58
TrueMark Investments
Illinois
$1.19M +$562K +5,325 +90%
VFG
59
Valley Financial Group
Pennsylvania
$1.17M -$72.2K -684 -6%
SF
60
Synovus Financial
Georgia
$1.14M +$5.17K +49 +0.5%
WIA
61
World Investment Advisors
California
$1.13M -$55K -521 -5%
Raymond James Financial
62
Raymond James Financial
Florida
$1.09M +$1.09M +10,288 New
AWS
63
Atria Wealth Solutions
New York
$1.05M +$107K +1,010 +11%
FT
64
Fiduciary Trust
Massachusetts
$1.03M -$185K -1,751 -15%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$989K +$308K +2,917 +45%
FAIM
66
Financial Advocates Investment Management
Washington
$952K +$671K +6,349 +238%
SFG
67
Sovereign Financial Group
Connecticut
$809K +$166K +1,570 +26%
GSWM
68
Golden State Wealth Management
California
$776K +$776K +7,349 New
MA
69
Mutual Advisors
Nebraska
$620K +$6.55K +62 +1%
PI
70
PFG Investments
New York
$607K +$53.1K +503 +10%
WI
71
WrapManager Inc
California
$581K -$470K -4,454 -45%
DWS
72
Discipline Wealth Solutions
South Carolina
$577K +$577K +5,463 New
EH
73
Equitable Holdings
New York
$565K -$13.8M -130,496 -96%
IAA
74
Independent Advisor Alliance
North Carolina
$531K +$531K +5,031 New
WWM
75
Whalen Wealth Management
Nevada
$518K

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.