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Invesco Short Term Treasury ETF
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Overview Fund Activity

95 hedge funds and large institutions have $1.25B invested in Invesco Short Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+14
Holders Change %
+17.28%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
26
Increased
29
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$46.3M
2
Goldman Sachs
Goldman Sachs
New York
+$42.8M
3
WG
Watchman Group
Texas
+$22.4M
4
MML Investors Services
MML Investors Services
Massachusetts
+$18.1M
5
LPL Financial
LPL Financial
California
+$13.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$38.5M
2
Bank of America
Bank of America
North Carolina
-$12.3M
3
HighTower Advisors
HighTower Advisors
Illinois
-$9.44M
4
IA
IFP Advisors
Florida
-$4.07M
5
UBS Group
UBS Group
Switzerland
-$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Advisory Alpha
Michigan
$245K – – –
Creative Planning
77
Creative Planning
Kansas
$218K +$218K +2,064 New
Citadel Advisors
78
Citadel Advisors
Florida
$214K -$1.74M -16,490 -89%
SC
79
Savant Capital
Illinois
$214K – – –
PTC
80
Private Trust Company
Ohio
$183K +$87.5K +829 +92%
GWM
81
Geneos Wealth Management
Colorado
$95K – – –
CIR
82
Clear Investment Research
Georgia
$63.6K +$846 +8 +1%
HNB
83
Huntington National Bank
Ohio
$52.8K – – –
TLA
84
Tanglewood Legacy Advisors
Texas
$50K – – –
BIA
85
Bell Investment Advisors
California
$39.3K +$39.3K +372 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
Wells Fargo
87
Wells Fargo
California
$29.8K -$20.4K -193 -41%
HPC
88
HM Payson & Co
Maine
$29.5K +$29.5K +279 New
IGWM
89
ICA Group Wealth Management
Colorado
$18K +$18K +170 New
GI
90
Gradient Investments
Minnesota
$12.3K +$5.81K +55 +90%
PS
91
Principal Securities
Iowa
$11K +$11K +104 New
US Bancorp
92
US Bancorp
Minnesota
$7.82K – – –
PCM
93
Penserra Capital Management
California
$7K +$7K +70 New
FFA
94
Farther Finance Advisors
California
$6.02K – – –
EWM
95
Evermay Wealth Management
Virginia
$3.8K +$3.8K +36 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$317 -$36K -341 -99%
IPW
97
Impact Partnership Wealth
Georgia
$43 -$72.9K -691 Closed
IA
98
IFP Advisors
Florida
– -$4.07M -38,574 Closed
WA
99
Win Advisors
Florida
– -$1.52M -14,383 Closed
IF
100
Intrua Financial
Texas
– -$1.14M -10,799 Closed
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