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

$25.60 +0.15 (+0.59%)
As of 01/30/2025 03:57 PM Eastern
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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)
$4.92M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$691.01K
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PBTP Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025Centerpoint Advisory Group16,236$412K0.4%N/A0.759%
1/27/2025 Financial Advocates Investment Management13,686$348K0.0%-39.8%0.640%
1/27/2025 Trilogy Capital Inc.171,507$4.36M0.2%+0.7%8.014%
1/27/2025 Stratos Wealth Partners LTD.15,753$400K0.0%-3.7%0.736%
1/15/2025 Arkadios Wealth Advisors19,307$490K0.0%+5.4%0.902%
11/14/2024Flow Traders U.S. LLC152,791$3.90M0.2%+71.8%7.140%
11/7/2024Tidemark LLC58,310$1.49M0.6%+8.4%2.725%
11/6/2024Destiny 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%
10/16/2024Good 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%
7/16/2024Envestnet Portfolio Solutions Inc.8,669$217K0.0%+7.0%0.405%
5/6/2024Envestnet Portfolio Solutions Inc.8,100$203K0.0%N/A0.329%
5/6/2024Destiny 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%
2/9/2024Tidemark LLC21,822$543K0.3%N/A0.653%
2/8/2024 Financial Advocates Investment Management28,453$708K0.0%+64.9%0.852%
2/8/2024Beacon Pointe Advisors LLC71,200$1.77M0.0%-10.1%2.132%
2/6/2024Private 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%
1/24/2024 Stratos Wealth Partners LTD.18,952$472K0.0%-7.4%0.567%
1/24/2024Sowell Financial Services LLC65,630$1.63M0.1%-5.5%1.965%
1/18/2024Good 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%
11/13/2023Mariner LLC36,318$887K0.0%+15.6%1.087%
11/13/2023LPL Financial LLC812,537$19.84M0.0%-2.7%24.327%
11/13/2023Kestra Advisory Services LLC16,663$407K0.0%-76.4%0.499%
11/8/2023Atria Wealth Solutions Inc.12,890$315K0.0%N/A0.386%
11/8/2023Sowell 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%
8/14/2023Sowell Financial Services LLC72,118$1.77M0.1%+13.1%2.159%
8/14/2023Perennial Investment Advisors LLC13,552$332K0.1%+15.6%0.406%
8/11/2023Kestra Advisory Services LLC70,596$1.73M0.0%+1.4%2.114%
8/10/2023Private Advisor Group LLC12,083$296K0.0%-63.2%0.362%
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8/8/2023 Geneos Wealth Management Inc.15,602$382K0.0%+8.8%0.467%
8/3/2023Destiny 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%
7/31/2023LPL 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%
7/24/2023 Trilogy Capital Inc.69,310$1.70M0.1%N/A1.936%
7/18/2023 Stratos Wealth Partners LTD.20,411$500K0.0%-39.1%0.570%
7/11/2023Good Life Advisors LLC61,932$1.52M0.2%+4.7%1.730%
5/12/2023Perennial Investment Advisors LLC11,728$293K0.1%N/A0.323%
5/11/2023Destiny Capital Corp CO54,018$1.35M1.1%-5.5%1.488%
5/10/2023Private Advisor Group LLC32,793$818K0.0%N/A0.903%
5/10/2023LPL Financial LLC946,640$23.62M0.0%-19.0%26.078%
5/8/2023Good 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%
4/27/2023 Stratos 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%
2/10/2023Good Life Advisors LLC65,152$1.59M0.2%-37.4%0.000%
2/10/2023Collaborative Wealth Managment Inc.28,496$695K0.5%-6.9%0.000%
2/10/2023Destiny Capital Corp CO57,146$1.40M1.2%N/A0.000%
2/10/2023Advisor Group Holdings Inc.78,404$1.91M0.0%+211.4%0.000%
2/9/2023Sowell Financial Services LLC66,102$1.61M0.1%+10.5%0.000%
2/8/2023Belpointe Asset Management LLC3,492$85K0.0%N/A0.000%
2/7/2023TrinityPoint Wealth LLC23,807$581K0.1%-37.6%0.000%
2/7/2023LPL Financial LLC1,168,570$28.50M0.0%+16.0%0.000%
2/7/2023Envestnet 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%
1/25/2023Hoxton Planning & Management LLC8,839$216K0.1%N/A0.000%
1/18/2023Private Advisor Group LLC32,276$787K0.0%-14.9%0.000%
1/11/2023 Arkadios Wealth Advisors9,598$234K0.0%N/A0.000%
11/15/2022Sowell 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%
10/24/2022 Stratos 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%
10/14/2022Private Advisor Group LLC37,906$923K0.0%-60.8%0.000%
10/13/2022Bennicas & Associates Inc.96,215$2.34M1.5%-1.0%0.000%
10/13/2022Good Life Advisors LLC104,157$2.54M0.4%-67.0%0.000%
10/11/2022Ford Financial Group LLC12,063$293K0.1%N/A0.000%
9/16/2022Private Trust Co. NA5,922$151K0.0%N/A0.000%
8/16/2022Collaborative Wealth Managment Inc.31,975$816K0.5%N/A0.000%
8/15/2022PFS Investments Inc.168,271$4.30M0.1%N/A0.000%
8/12/2022LPL Financial LLC1,007,054$25.71M0.0%-8.1%0.000%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
8/12/2022 Financial Advocates Investment Management11,784$301K0.0%+16.0%0.000%
8/5/2022TrinityPoint Wealth LLC36,674$936K0.2%+214.3%0.000%
8/4/2022Steward Partners Investment Advisory LLC13,474$344K0.0%+4.5%0.000%
7/29/2022Retirement Capital Strategies388,569$9.92M4.4%+0.4%0.000%
7/22/2022 Stratos Wealth Partners LTD.23,593$602K0.0%N/A0.000%
7/19/2022Good 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%
7/13/2022Private 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%
5/12/2022Private Advisor Group LLC72,388$1.90M0.0%+6.9%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. ($4.36M), 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. ($159.75K), 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 956,151 shares in the last 24 months. This purchase volume represents approximately $24.82M 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 ($21.28K), 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 818,973 shares in the last 24 months. This volume of shares sold represents approximately $29.94M in transactions.


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This page (BATS:PBTP) was last updated on 1/31/2025 by MarketBeat.com Staff
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