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Invesco Short Term Treasury ETF

127 hedge funds and large institutions have $1.42B invested in Invesco Short Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

53% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 36

11% more funds holding

Funds holding: 114127 (+13)

1% less capital invested

Capital invested by funds: $1.43B → $1.42B (-$9.92M)

3.23% less ownership

Funds ownership: 69.41%66.18% (-3.2%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
127
Holders Change
+13
Holders Change %
+11.4%
% of All Funds
1.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
26
Increased
55
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$421M -$34.1M -322,780 -7%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$132M -$1.42M -13,426 -1%
Osaic Holdings
3
Osaic Holdings
Arizona
$79.7M +$4.23M +40,077 +6%
Morgan Stanley
4
Morgan Stanley
New York
$72.2M +$23.1M +219,167 +47%
LPL Financial
5
LPL Financial
California
$66.7M +$1.94M +18,384 +3%
AC
6
AWM Capital
Arizona
$50.8M +$6.65M +62,937 +15%
UBS Group
7
UBS Group
Switzerland
$47.7M +$11M +104,150 +30%
Wells Fargo
8
Wells Fargo
California
$41.1M +$14.5M +137,594 +55%
Bank of America
9
Bank of America
North Carolina
$39.8M +$19.5M +184,891 +96%
CWM
10
Castle Wealth Management
Florida
$35.2M +$1.28M +12,076 +4%
MMA
11
Miracle Mile Advisors
California
$34.4M +$5.26M +49,792 +18%
BCM
12
Brookstone Capital Management
Illinois
$32.1M +$1.37M +12,971 +4%
PAG
13
Private Advisor Group
New Jersey
$31.3M +$6.44M +61,029 +26%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$20.2M -$22.7M -215,100 -53%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$18.3M +$549K +5,196 +3%
PFPT
16
Pinnacle Financial Partners (Tennessee)
Tennessee
$17M +$72.2K +684 +0.4%
HighTower Advisors
17
HighTower Advisors
Illinois
$16.6M -$1.63M -15,453 -9%
FCAS
18
First Command Advisory Services
Texas
$15.6M +$854K +8,087 +6%
CI
19
CPR Investments
Michigan
$14.3M -$9.79M -92,739 -41%
Goldman Sachs
20
Goldman Sachs
New York
$14.3M +$13.6M +129,015 +1,915%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$11.9M +$2.11M +19,983 +22%
PWM
22
Power Wealth Management
Georgia
$10.7M +$45.3K +429 +0.4%
Ameriprise
23
Ameriprise
Minnesota
$10.3M -$2.06M -19,539 -17%
CF
24
Convergence Financial
Missouri
$10M +$10M +95,062 New
IA
25
IFG Advisory
Georgia
$9.38M +$62.8K +595 +0.7%

TBLL Hedge Fund Activity: Q2 2025 in Review

127 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Short Term Treasury ETF (TBLL) for Q2 2025, worth a combined $1.42B — down 0.69% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TBLL positions and 13 closed out — a net gain of 13 holders — while 55 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.1M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $42.7M sold.

  • 127 institutional investors held Invesco Short Term Treasury ETF (TBLL) as of Q2 2025, up from 114 in Q1 2025.
  • Funds reported $1.42B of Invesco Short Term Treasury ETF stock for Q2 2025, down 0.69% quarter-over-quarter.
  • 26 funds opened new Invesco Short Term Treasury ETF positions in Q2 2025 and 13 closed out, a net change of +13 holders.
  • The largest Invesco Short Term Treasury ETF buyer in Q2 2025 was Morgan Stanley, an estimated $23.1M added.
  • The largest Invesco Short Term Treasury ETF seller in Q2 2025 was Renaissance Technologies, an estimated $42.7M sold.

Based on aggregated 13F filings for Q2 2025.