Free Trial
→ 2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (From Stansberry Research) (Ad) Free PBTP Stock Alerts

Invesco 0-5 Yr US TIPS ETF (PBTP) Institutional Ownership

$25.45 +0.04 (+0.16%)
(As of 12/20/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Invesco 0-5 Yr US TIPS ETF (BATS:PBTP)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$5.23M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.86M
Get PBTP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco 0-5 Yr US TIPS ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PBTP Institutional Buying and Selling by Quarter

Invesco 0-5 Yr US TIPS ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024 Flow Traders U.S. LLC152,791$3.90M0.2%+71.8%7.140%
11/7/2024 Tidemark LLC58,310$1.49M0.6%+8.4%2.725%
11/6/2024 Destiny Capital Corp CO8,510$216K0.1%-21.2%0.398%
10/25/2024 Financial Advocates Investment Management22,751$581K0.0%-9.8%1.063%
10/21/2024 Trilogy Capital Inc.170,290$4.35M0.2%+11.2%7.957%
10/16/2024 Good Life Advisors LLC28,190$720K0.0%+46.3%1.317%
7/29/2024 Arkadios Wealth Advisors18,353$459K0.0%+6.6%0.858%
7/29/2024 Financial Advocates Investment Management25,229$631K0.0%-12.7%1.179%
7/16/2024 Envestnet Portfolio Solutions Inc.8,669$217K0.0%+7.0%0.405%
5/6/2024 Envestnet Portfolio Solutions Inc.8,100$203K0.0%N/A0.329%
5/6/2024 Destiny Capital Corp CO11,078$278K0.2%-6.3%0.450%
4/17/2024 Trilogy Capital Inc.141,355$3.54M0.2%+38.0%5.565%
2/9/2024 Tidemark LLC21,822$543K0.3%N/A0.653%
2/8/2024 Financial Advocates Investment Management28,453$708K0.0%+64.9%0.852%
2/8/2024 Beacon Pointe Advisors LLC71,200$1.77M0.0%-10.1%2.132%
2/6/2024 Private Advisor Group LLC11,587$288K0.0%-4.7%0.347%
1/26/2024 Geneos Wealth Management Inc.3,753$93K0.0%-75.9%0.112%
1/24/2024Stratos Wealth Partners LTD.18,952$472K0.0%-7.4%0.567%
1/24/2024 Sowell Financial Services LLC65,630$1.63M0.1%-5.5%1.965%
1/18/2024 Good Life Advisors LLC25,241$628K0.1%-61.1%0.756%
1/16/2024Raymond James Financial Services Advisors Inc.75,504$1.88M0.0%+2.9%2.261%
1/12/2024 Trilogy Capital Inc.102,437$2.55M0.2%+39.5%3.067%
11/13/2023 Mariner LLC36,318$887K0.0%+15.6%1.087%
11/13/2023 LPL Financial LLC812,537$19.84M0.0%-2.7%24.327%
11/13/2023 Kestra Advisory Services LLC16,663$407K0.0%-76.4%0.499%
11/8/2023 Atria Wealth Solutions Inc.12,890$315K0.0%N/A0.386%
11/8/2023 Sowell Financial Services LLC69,415$1.70M0.1%-3.7%2.078%
10/24/2023Raymond James Financial Services Advisors Inc.73,391$1.79M0.0%-39.1%2.197%
10/16/2023 Trilogy Capital Inc.73,438$1.79M0.1%+6.0%2.199%
10/13/2023 Redhawk Wealth Advisors Inc.8,941$218K0.1%-49.7%0.268%
10/13/2023 Arkadios Wealth Advisors16,809$410K0.0%+8.7%0.503%
8/14/2023 Sowell Financial Services LLC72,118$1.77M0.1%+13.1%2.159%
8/14/2023 Perennial Investment Advisors LLC13,552$332K0.1%+15.6%0.406%
8/11/2023 Kestra Advisory Services LLC70,596$1.73M0.0%+1.4%2.114%
8/10/2023 Private Advisor Group LLC12,083$296K0.0%-63.2%0.362%
8/8/2023 Geneos Wealth Management Inc.15,602$382K0.0%+8.8%0.467%
8/3/2023 Destiny Capital Corp CO48,899$1.20M0.9%-9.5%1.464%
8/1/2023 Money Concepts Capital Corp150,398$3.68M0.4%+1,655.3%4.503%
7/31/2023 LPL Financial LLC835,077$20.45M0.0%-11.8%25.002%
7/25/2023Raymond James Financial Services Advisors Inc.120,455$2.95M0.0%+1,065.6%3.365%
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad)

Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private.

Click here to see Dan's full warning to the public.
7/24/2023 Trilogy Capital Inc.69,310$1.70M0.1%N/A1.936%
7/18/2023Stratos Wealth Partners LTD.20,411$500K0.0%-39.1%0.570%
7/11/2023 Good Life Advisors LLC61,932$1.52M0.2%+4.7%1.730%
5/12/2023 Perennial Investment Advisors LLC11,728$293K0.1%N/A0.323%
5/11/2023 Destiny Capital Corp CO54,018$1.35M1.1%-5.5%1.488%
5/10/2023 Private Advisor Group LLC32,793$818K0.0%N/A0.903%
5/10/2023 LPL Financial LLC946,640$23.62M0.0%-19.0%26.078%
5/8/2023 Good Life Advisors LLC59,154$1.48M0.2%-9.2%1.630%
5/2/2023 Arkadios Wealth Advisors13,521$337K0.0%+40.9%0.372%
5/1/2023 Money Concepts Capital Corp8,568$694K0.0%-94.5%0.236%
4/27/2023Stratos Wealth Partners LTD.33,534$837K0.0%-4.1%0.924%
4/25/2023 Geneos Wealth Management Inc.14,339$358K0.0%-36.4%0.395%
4/14/2023Raymond James Financial Services Advisors Inc.10,334$258K0.0%+21.7%0.285%
2/13/2023 Wealthcare Advisory Partners LLC11,742$286K0.0%+32.4%0.000%
2/10/2023 Good Life Advisors LLC65,152$1.59M0.2%-37.4%0.000%
2/10/2023 Collaborative Wealth Managment Inc.28,496$695K0.5%-6.9%0.000%
2/10/2023 Destiny Capital Corp CO57,146$1.40M1.2%N/A0.000%
2/10/2023 Advisor Group Holdings Inc.78,404$1.91M0.0%+211.4%0.000%
2/9/2023 Sowell Financial Services LLC66,102$1.61M0.1%+10.5%0.000%
2/8/2023 Belpointe Asset Management LLC3,492$85K0.0%N/A0.000%
2/7/2023 TrinityPoint Wealth LLC23,807$581K0.1%-37.6%0.000%
2/7/2023 LPL Financial LLC1,168,570$28.50M0.0%+16.0%0.000%
2/7/2023 Envestnet Asset Management Inc.14,206$346K0.0%N/A0.000%
2/1/2023 Gladstone Institutional Advisory LLC59,769$1.46M0.1%-8.4%0.000%
1/31/2023 Geneos Wealth Management Inc.22,544$550K0.0%+11,343.7%0.000%
1/25/2023 Hoxton Planning & Management LLC8,839$216K0.1%N/A0.000%
1/18/2023 Private Advisor Group LLC32,276$787K0.0%-14.9%0.000%
1/11/2023 Arkadios Wealth Advisors9,598$234K0.0%N/A0.000%
11/15/2022 Sowell Financial Services LLC59,818$1.46M0.1%N/A0.000%
11/15/2022 Financial Advocates Investment Management12,192$297K0.0%+3.5%0.000%
11/14/2022 Ameritas Advisory Services LLC27,399$667K0.0%+6.5%0.000%
11/14/2022PFS Investments Inc.175,430$4.27M0.1%+4.3%0.000%
11/10/2022Strategic Wealth Advisors Group LLC473,962$11.55M0.5%+14.3%0.000%
10/27/2022 Redhawk Wealth Advisors Inc.17,369$423K0.2%N/A0.000%
10/27/2022 Money Concepts Capital Corp178,100$4.34M0.3%+37.2%0.000%
10/24/2022Stratos Wealth Partners LTD.40,932$997K0.0%+73.5%0.000%
10/20/2022 Gladstone Institutional Advisory LLC65,285$1.59M0.1%+379.3%0.000%
10/14/2022 Private Advisor Group LLC37,906$923K0.0%-60.8%0.000%
10/13/2022Bennicas & Associates Inc.96,215$2.34M1.5%-1.0%0.000%
10/13/2022 Good Life Advisors LLC104,157$2.54M0.4%-67.0%0.000%
10/11/2022Ford Financial Group LLC12,063$293K0.1%N/A0.000%
9/16/2022 Private Trust Co. NA5,922$151K0.0%N/A0.000%
8/16/2022 Collaborative Wealth Managment Inc.31,975$816K0.5%N/A0.000%
8/15/2022PFS Investments Inc.168,271$4.30M0.1%N/A0.000%
8/12/2022 LPL Financial LLC1,007,054$25.71M0.0%-8.1%0.000%
8/12/2022 Financial Advocates Investment Management11,784$301K0.0%+16.0%0.000%
8/5/2022 TrinityPoint Wealth LLC36,674$936K0.2%+214.3%0.000%
8/4/2022 Steward Partners Investment Advisory LLC13,474$344K0.0%+4.5%0.000%
7/29/2022 Retirement Capital Strategies388,569$9.92M4.4%+0.4%0.000%
7/22/2022Stratos Wealth Partners LTD.23,593$602K0.0%N/A0.000%
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad)

Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private.

Click here to see Dan's full warning to the public.
7/19/2022 Good Life Advisors LLC315,656$8.06M1.1%+559.6%0.000%
7/18/2022 Money Concepts Capital Corp129,766$3.34M0.3%-37.0%0.000%
7/13/2022 Private Advisor Group LLC96,759$2.47M0.0%+33.7%0.000%
7/12/2022Bennicas & Associates Inc.97,215$2.48M1.4%+4.1%0.000%
5/12/2022 Private Advisor Group LLC72,388$1.90M0.0%+6.9%0.000%
5/11/2022 Financial Advocates Investment Management10,160$267K0.0%N/A0.000%
5/4/2022 Ameritas Advisory Services LLC25,440$667K0.0%N/A0.000%
5/4/2022 BlackDiamond Wealth Management Inc.9,006$236K0.3%-86.9%0.000%
5/2/2022 Steward Partners Investment Advisory LLC12,897$338K0.0%N/A0.000%
4/26/2022 Good Life Advisors LLC47,855$1.26M0.2%+25.8%0.000%
(Data available from 1/1/2016 forward)

PBTP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBTP shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Invesco 0-5 Yr US TIPS ETF. The most heavily invested institutionals were LPL Financial LLC ($19.84M), Trilogy Capital Inc. ($4.35M), Flow Traders U.S. LLC ($3.90M), Money Concepts Capital Corp ($3.68M), Advisor Group Holdings Inc. ($1.91M), Raymond James Financial Services Advisors Inc. ($1.88M), and Beacon Pointe Advisors LLC ($1.77M).Learn more on PBTP's institutional investors.

Which institutional investors have been buying Invesco 0-5 Yr US TIPS ETF stock?

Of the 23 institutional investors that purchased Invesco 0-5 Yr US TIPS ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($160.83K), Trilogy Capital Inc. ($158.53K), Money Concepts Capital Corp ($141.83K), Raymond James Financial Services Advisors Inc. ($114.08K), Flow Traders U.S. LLC ($63.84K), Destiny Capital Corp CO ($57.15K), and Advisor Group Holdings Inc. ($53.23K).

How much institutional buying is happening at Invesco 0-5 Yr US TIPS ETF?

Institutional investors have bought a total of 956,154 shares in the last 24 months. This purchase volume represents approximately $24.80M in transactions.

Which Invesco 0-5 Yr US TIPS ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold Invesco 0-5 Yr US TIPS ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($356.03K), Money Concepts Capital Corp ($147.39K), Good Life Advisors LLC ($84.73K), Kestra Advisory Services LLC ($53.93K), Raymond James Financial Services Advisors Inc. ($47.06K), Private Advisor Group LLC ($26.91K), and Geneos Wealth Management Inc. ($20.05K).

How much institutional selling is happening at Invesco 0-5 Yr US TIPS ETF?

Institutional investors have sold a total of 814,934 shares in the last 24 months. This volume of shares sold represents approximately $29.83M in transactions.


Related Companies

This page (BATS:PBTP) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
This Crypto Is Set to Explode in December
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
WARNING: “Buffett Indicator” flashing for first time in 50 years
Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...
Behind the Markets | Sponsored
Your bank is lying to you.
You might think you have your money in a high-yield savings account, but do you really? The national average A...
MyBankTracker | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
HOTTEST TRADER IN AMERICA 🔥🔥🔥
Ready for a rocket ride this weekend? After alerting his readers to a tiny $2 stock called Bright Minds Bio...
Timothy Sykes | Sponsored
Buffett's Oil Bet + This 22% Dividend Play
Warren Buffett has been quietly amassing a massive position in oil stocks. But while Buffett's picks (Occid...
Investors Alley | Sponsored