TBLL icon

Invesco Short Term Treasury ETF
TBLL

Overview Fund Activity

78 hedge funds and large institutions have $983M invested in Invesco Short Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
17
Increased
31
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$48.4M
2
BCM
Brookstone Capital Management
Illinois
$20.9M
3
Renaissance Technologies
Renaissance Technologies
New York
$12M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$39M
5
SWP
Stratos Wealth Partners
Ohio
$9.95M

Top Sellers

1
Jane Street
Jane Street
New York
$1.23M
2
Ameriprise
Ameriprise
Minnesota
$13.4M
3
Goldman Sachs
Goldman Sachs
New York
$2.61M
4
CI
Ceera Investments
Texas
$0
5
SPIA
Steward Partners Investment Advisory
New York
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$447M +$6.49M +61,500 +1%
LPL Financial
2
LPL Financial
California
$86.8M -$2.37M -22,425 -3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$48.4M +$48.4M +458,391 New
Morgan Stanley
4
Morgan Stanley
New York
$39.7M +$4.4M +41,693 +12%
Bank of America
5
Bank of America
North Carolina
$39.5M +$4.45M +42,180 +13%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$39M +$11.9M +112,308 +44%
UBS Group
7
UBS Group
Switzerland
$34.8M +$1.72M +16,290 +5%
NYLIM
8
New York Life Investment Management
New York
$27.2M +$4.12M +39,054 +18%
AWE
9
Avidian Wealth Enterprises
Texas
$26.6M -$201K -1,948 -0.7%
BCM
10
Brookstone Capital Management
Illinois
$20.9M +$20.9M +197,340 New
AC
11
AWM Capital
Arizona
$16.7M -$881K -8,353 -5%
PAG
12
Private Advisor Group
New Jersey
$16.6M +$5.17M +49,008 +45%
DSAM
13
Dock Street Asset Management
Florida
$15.2M +$6.41M +60,767 +73%
TM
14
Titan Managers
Arizona
$13.7M +$249K +2,355 +2%
Ameriprise
15
Ameriprise
Minnesota
$13.4M -$13.4M -127,861 -50%
Renaissance Technologies
16
Renaissance Technologies
New York
$12M +$12M +113,500 New
SWP
17
Stratos Wealth Partners
Ohio
$9.95M +$9.95M +94,275 New
IA
18
IFG Advisory
Georgia
$7.85M +$202K +1,918 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$6.59M +$3.22M +30,492 +95%
WI
20
WrapManager Inc
California
$6.21M -$274K -2,593 -4%
Truist Financial
21
Truist Financial
North Carolina
$5.63M +$3.26M +30,907 +137%
SAM
22
Secure Asset Management
Michigan
$3.73M +$3.73M +35,375 New
DBT
23
Dubuque Bank & Trust
Iowa
$3.58M +$1.8M +17,067 +101%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.46M +$454K +4,300 +15%
CWP
25
Core Wealth Partners
California
$2.87M +$118K +1,118 +4%
1
2 3 4