Invesco Short Term Treasury ETF
TBLL
114 hedge funds and large institutions have $1.31B invested in Invesco Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 16 closing their positions.
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
3% more funds holding
Funds holding: 111 → 114 (+3)
0% more capital invested
Capital invested by funds: $1.31B → $1.31B (+$2.82M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 41
10.51% less ownership
Funds ownership: 81.28% → 70.76% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$17.4M |
| 2 |
CI
CPR Investments
Rochester,
Michigan
|
+$15M |
| 3 |
EH
Equitable Holdings
New York
|
+$12.8M |
| 4 |
CWM
Castle Wealth Management
West Palm Beach,
Florida
|
+$8.19M |
| 5 |
AC
AWM Capital
Phoenix,
Arizona
|
+$7.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$102M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$12.9M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$11.6M |
| 5 |
Morgan Stanley
New York
|
-$10.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CB
126
Chris Bulman
Roseville,
California
| – | -$65.6K | -622 | Closed |
|
|
MG
127
Mather Group
Chicago,
Illinois
| – | -$13.6K | -129 | Closed |
|
|
PCM
128
Penserra Capital Management
Orinda,
California
| – | -$8K | -75 | Closed |
|
129
Bessemer Group
Woodbridge,
New Jersey
| – | -$6K | -55 | Closed |
|
|
GI
130
Gradient Investments
Arden Hills,
Minnesota
| – | -$5.8K | -55 | Closed |
|
TBLL Hedge Fund Activity: Q3 2024 in Review
114 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Short Term Treasury ETF (TBLL) for Q3 2024, worth a combined $1.31B — up 0.22% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new TBLL positions and 16 closed out — a net gain of 3 holders — while 40 added to existing stakes and 41 trimmed.
The largest buyer was Wells Fargo, adding an estimated $17.4M. The largest seller was Strategic Financial Concepts, cutting an estimated $102M.
- 114 institutional investors held Invesco Short Term Treasury ETF (TBLL) as of Q3 2024, up from 111 in Q2 2024.
- Funds reported $1.31B of Invesco Short Term Treasury ETF stock for Q3 2024, up 0.22% quarter-over-quarter.
- 19 funds opened new Invesco Short Term Treasury ETF positions in Q3 2024 and 16 closed out, a net change of +3 holders.
- The largest Invesco Short Term Treasury ETF buyer in Q3 2024 was Wells Fargo, an estimated $17.4M added.
- The largest Invesco Short Term Treasury ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $102M sold.
Based on aggregated 13F filings for Q3 2024.