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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
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 +$951 +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%
JP Morgan Chase
94
JP Morgan Chase
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 +$739 +7 +1%
AWM
100
AE Wealth Management
Kansas
$37.2K +$37.3K +353 New

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.