TBLL icon

Invesco Short Term Treasury ETF
TBLL

Overview Fund Activity

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
Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.46%
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
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$20.2M
2
Wells Fargo
Wells Fargo
California
+$12.2M
3
MML Investors Services
MML Investors Services
Massachusetts
+$11.1M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.84M
5
CI
CPR Investments
Michigan
+$8.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$15.9M
2
EH
Equitable Holdings
New York
-$13.8M
3
Invesco
Invesco
Georgia
-$10.5M
4
SL
Sentinus LLC
Illinois
-$6.56M
5
LPL Financial
LPL Financial
California
-$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
Probity Advisors
Texas
$496K – – –
AWM
77
Accurate Wealth Management
Florida
$495K – – –
AWA
78
Arete Wealth Advisors
Illinois
$483K -$313K -2,966 -39%
FCAS
79
First Command Advisory Services
Texas
$481K +$2.75K +26 +0.6%
Cerity Partners
80
Cerity Partners
New York
$464K +$5.28K +50 +1%
PA
81
PFG Advisors
Arizona
$450K -$39.5K -374 -8%
SPIA
82
Steward Partners Investment Advisory
New York
$412K +$35.4K +335 +9%
SFC
83
Strategic Financial Concepts
Texas
$347K -$294K -2,780 -46%
CAL
84
Capital Analysts LLC
Pennsylvania
$296K -$16.3K -154 -5%
IPW
85
Impact Partnership Wealth
Georgia
$274K +$274K +2,593 New
KA
86
Kovack Advisors
Florida
$264K – – –
FHA
87
Flagship Harbor Advisors
Massachusetts
$257K +$950 +9 +0.4%
CAMG
88
CWA Asset Management Group
Florida
$250K – – –
BCI
89
Brinker Capital Investments
Pennsylvania
$225K -$207K -1,960 -48%
OPS
90
Orion Portfolio Solutions
Nebraska
$225K -$207K -1,960 -48%
AAS
91
Avantax Advisory Services
Texas
$205K -$271K -2,566 -57%
Creative Planning
92
Creative Planning
Kansas
$202K -$11.7K -111 -5%
Comerica Bank
93
Comerica Bank
Texas
$191K +$121K +1,149 +175%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$175K +$133K +1,260 +319%
PS
95
Principal Securities
Iowa
$111K -$131K -1,240 -54%
T
96
Tidemark
California
$72.9K +$67.8K +642 +1,338%
PTC
97
Private Trust Company
Ohio
$68.9K – – –
MCM
98
MAI Capital Management
Ohio
$67.1K +$67.1K +635 New
CIR
99
Clear Investment Research
Georgia
$66.8K +$740 +7 +1%
AWM
100
AE Wealth Management
Kansas
$37.2K +$37.2K +353 New
1 2 3
4
5