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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
BIA
101
Bell Investment Advisors
California
$22.6K
T
102
Transce3nd
Texas
$16.6K +$16.6K +157 New
VWM
103
Venturi Wealth Management
Texas
$13.6K
US Bancorp
104
US Bancorp
Minnesota
$7.81K
NA
105
NewEdge Advisors
Louisiana
$7.21K +$7.18K +68 New
FFA
106
Farther Finance Advisors
California
$6.02K
SWM
107
Spire Wealth Management
Virginia
$4.12K -$317 -3 -7%
CA
108
CoreCap Advisors
Michigan
$1.9K +$1.9K +18 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$669 -$317 -3 -33%
S
110
SignatureFD
Georgia
$168
Citadel Advisors
111
Citadel Advisors
Florida
-$3.75M -35,479 Closed
CSPIA
112
Cary Street Partners Investment Advisory
Virginia
-$2.21M -20,928 Closed
OGF
113
Orin Green Financial
California
-$1.33M -12,575 Closed
Prudential Financial
114
Prudential Financial
New Jersey
-$1.01M -9,596 Closed
IF
115
IRON Financial
Illinois
-$946K -8,957 Closed
SWA
116
Stratos Wealth Advisors
Ohio
-$576K -5,450 Closed
SW
117
Simplicity Wealth
New Jersey
-$482K -4,559 Closed
TSS
118
Two Sigma Securities
New York
-$285K -2,695 Closed
MFG
119
Magnus Financial Group
New York
-$211K -2,000 Closed
GWM
120
Geneos Wealth Management
Colorado
-$52.8K -500 Closed
TLA
121
Tanglewood Legacy Advisors
Texas
-$50K -473 Closed
GSEP
122
Golden State Equity Partners
California
-$49.1K -465 Closed
BAM
123
Belpointe Asset Management
Nevada
-$31.5K -298 Closed
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
-$1.9K -18 Closed
SIS
125
Strategic Investment Solutions
Illinois
-$1.63K -15 Closed

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.