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Invesco Short Term Treasury ETF (TBLL) Institutional Ownership

$105.37 -0.39 (-0.37%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Short Term Treasury ETF (NYSEARCA:TBLL)

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$476.24M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$32.94M
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TBLL Institutional Buying and Selling by Quarter

Invesco Short Term Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Impact Partnership Wealth LLC2,593$274K0.1%N/A0.016%
1/16/2025 McCarthy & Cox13,246$1.40M0.5%+43.5%0.084%
1/15/2025 Wealthcare Advisory Partners LLC83,813$8.85M0.2%+42.3%0.530%
1/14/2025 CPR Investments Inc.347,355$36.68M33.1%+28.4%2.197%
1/14/2025 Sovereign Financial Group Inc.7,664$809K0.2%+25.8%0.048%
1/13/2025 Miracle Mile Advisors LLC186,433$19.69M0.4%+37.3%1.179%
1/13/2025 ACT Advisors LLC.21,909$2.31M1.2%-34.3%0.139%
1/13/2025 Brookstone Capital Management312,235$32.97M0.5%-0.7%1.975%
1/2/2025 Old Port Advisors28,298$2.99M0.9%+348.1%0.179%
12/26/2024JPMorgan Chase & Co.395$42K0.0%N/A0.002%
11/25/2024Synovus Financial Corp10,758$1.14M0.0%+74.9%0.068%
11/25/2024World Investment Advisors LLC11,229$1.19M0.0%+8.8%0.071%
11/18/2024Titan Managers LLC118,170$12.49M19.6%-0.6%0.747%
11/15/2024MML Investors Services LLC292,501$30.91M0.1%-19.8%1.850%
11/15/2024Orion Portfolio Solutions LLC4,090$432K0.0%-34.2%0.026%
11/15/2024Kovitz Investment Group Partners LLC21,574$2.28M0.0%-45.8%0.136%
11/15/2024HighTower Advisors LLC118,646$12.54M0.0%+10.5%0.750%
11/14/2024Valley Financial Group Inc.11,731$1.24M0.9%-15.3%0.074%
11/14/2024Arete Wealth Advisors LLC7,542$797K0.1%-51.1%0.048%
11/14/2024Fiduciary Trust Co11,471$1.21M0.0%-24.8%0.073%
11/8/2024PNC Financial Services Group Inc.1,114,542$117.76M0.1%+2.0%7.050%
11/8/2024Wrapmanager Inc.9,956$1.05M0.3%+8.3%0.063%
11/6/2024Pinnacle Financial Partners Inc112,912$11.93M0.2%+40.7%0.714%
11/4/2024Core Wealth Partners LLC18,594$1.97M1.2%-7.5%0.118%
11/4/2024Arvest Investments Inc.56,063$5.92M0.9%+5.3%0.355%
11/1/2024 CWA Asset Management Group LLC2,366$250K0.0%N/A0.015%
10/31/2024Castle Wealth Management LLC245,213$25.91M10.3%+46.3%1.551%
10/28/2024IRON Financial LLC8,957$946K0.5%-8.1%0.057%
10/25/2024Financial Advocates Investment Management2,665$282K0.0%-37.5%0.017%
10/24/2024 Old Port Advisors6,315$667K0.2%N/A0.040%
10/24/2024 Wealth Enhancement Advisory Services LLC77,427$8.18M0.0%+1.3%0.490%
10/24/2024PFG Investments LLC5,245$554K0.0%+88.1%0.033%
10/22/2024Guidance Capital Inc.50,336$5.33M1.7%+11.3%0.318%
10/22/2024Private Advisor Group LLC235,152$24.85M0.2%-14.2%1.487%
10/21/2024Dock Street Asset Management Inc.90,101$9.52M1.3%-30.5%0.570%
10/21/2024RFP Financial Group LLC69,821$7.38M2.4%+141.8%0.442%
10/21/2024Foundations Investment Advisors LLC7,927$838K0.0%+130.5%0.050%
10/19/2024 ACT Advisors LLC.33,356$3.52M1.7%+603.4%0.211%
10/18/2024Stratos Wealth Advisors LLC5,450$576K0.0%N/A0.034%
10/16/2024Orin Green Financial LLC12,575$1.33M0.6%N/A0.080%
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10/16/2024Probity Advisors Inc.4,700$497K0.1%N/A0.030%
10/16/2024EdgeRock Capital LLC25,248$2.67M1.9%-15.3%0.160%
10/15/2024HTLF Bank54,407$5.75M0.6%-3.4%0.344%
10/11/2024Creative Planning2,023$214K0.0%-5.1%0.013%
10/10/2024 McCarthy & Cox9,228$975K0.4%-1.8%0.058%
10/10/2024Valeo Financial Advisors LLC14,874$1.57M0.0%+4.3%0.094%
10/9/2024 Clarius Group LLC12,841$1.36M0.1%N/A0.081%
10/8/2024 Sovereign Financial Group Inc.6,094$644K0.2%+66.0%0.039%
10/8/2024 Brookstone Capital Management314,375$33.22M0.5%-0.9%1.988%
10/7/2024 Miracle Mile Advisors LLC135,802$14.35M0.3%+9.0%0.859%
8/22/2024Cetera Investment Advisers14,050$1.48M0.0%+17.6%0.089%
8/21/2024 Advisory Alpha LLC2,103$222K0.0%-10.7%0.013%
8/21/2024Truist Financial Corp44,843$4.73M0.0%-2.5%0.284%
8/16/2024Susquehanna International Group LLP35,677$3.76M0.0%-68.8%0.226%
8/14/2024Titan Manages LLC118,930$12.54M19.7%-10.7%0.752%
8/9/2024Renaissance Technologies LLC302,000$31.85M0.1%+17.6%1.910%
8/8/2024Envestnet Asset Management Inc.178,399$18.82M0.0%+7.7%1.128%
8/8/2024Wrapmanager Inc.9,196$970K0.3%-7.5%0.058%
8/8/2024LPL Financial LLC724,556$76.42M0.0%+2.9%4.583%
8/7/2024PFG Investments LLC2,789$294K0.0%-7.2%0.018%
8/6/2024Adapt Wealth Advisors LLC3,427$361K0.2%-23.1%0.022%
8/6/2024Clearwater Capital Advisors LLC18,145$1.91M0.2%+84.4%0.115%
8/6/2024Chris Bulman Inc622$66K0.0%N/A0.004%
8/6/2024Strategic Financial Concepts LLC968,499$1.02M0.0%+8,327.6%6.126%
8/5/2024Private Advisor Group LLC274,212$28.92M0.2%+3.1%1.734%
8/2/2024Foundations Investment Advisors LLC3,439$363K0.0%+51.8%0.022%
8/2/2024 Magnus Financial Group LLC2,000$211K0.0%N/A0.013%
8/2/2024 Whalen Wealth Management Inc.4,907$518K0.4%-2.9%0.031%
8/1/2024Guidance Capital Inc.45,221$4.77M1.6%N/A0.286%
7/31/2024Commonwealth Equity Services LLC280,333$29.57M0.0%+6.2%1.773%
7/31/2024IFG Advisory LLC53,963$5.69M0.4%+25.2%0.341%
7/29/2024TrueMark Investments LLC9,525$1.01M0.3%N/A0.060%
7/29/2024IRON Financial LLC9,746$1.03M0.6%-12.3%0.062%
7/29/2024Financial Advocates Investment Management4,264$450K0.0%+3.1%0.027%
7/25/2024RFP Financial Group LLC28,877$3.05M1.1%N/A0.183%
7/24/2024EdgeRock Capital LLC29,808$3.14M2.4%+67.1%0.189%
7/23/2024HTLF Bank56,327$5.94M0.7%-3.0%0.356%
7/22/2024Atria Wealth Solutions Inc.12,044$1.27M0.0%+23.7%0.076%
7/19/2024 CPR Investments Inc.128,973$13.60M11.3%+40.9%0.816%
7/18/2024 Brookstone Capital Management317,258$33.56M0.6%+20.7%2.007%
7/18/2024 Miracle Mile Advisors LLC124,562$13.14M0.3%N/A0.788%
7/18/2024Triad Wealth Partners LLC774$82K0.0%N/A0.005%
7/16/2024Envestnet Portfolio Solutions Inc.1,898$200K0.0%N/A0.012%
7/16/2024 Wealth Enhancement Advisory Services LLC76,413$8.06M0.0%+7.5%0.483%
7/10/2024Simplicity Wealth LLC4,581$483K0.0%N/A0.029%
7/10/2024Valeo Financial Advisors LLC14,258$1.50M0.0%+2.6%0.090%
5/23/2024Dock Street Asset Management Inc.162,424$17.13M2.6%N/A1.027%
5/17/2024Comerica Bank4,141$437K0.0%N/A0.026%
5/9/2024Clearwater Capital Advisors LLC9,840$1.04M0.1%N/A0.064%
5/8/2024Avantax Advisory Services Inc.6,032$636K0.0%N/A0.039%
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5/7/2024American Planning Services Inc.4,900$517K0.4%N/A0.032%
5/7/2024PFG Advisors4,559$481K0.0%N/A0.029%
5/6/2024 Advisory Alpha LLC2,354$248K0.0%N/A0.015%
5/4/2024Geneos Wealth Management Inc.500$53K0.0%N/A0.003%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,618$803K0.1%N/A0.049%
5/2/2024Adapt Wealth Advisors LLC4,454$470K0.3%N/A0.029%
5/2/2024Clear Investment Research LLC609$64K0.1%N/A0.004%
5/1/2024 McCarthy & Cox5,001$527K0.2%N/A0.032%
4/30/2024Private Advisor Group LLC265,947$28.05M0.2%N/A1.719%
4/29/2024Commonwealth Equity Services LLC263,882$27.83M0.0%N/A1.706%
(Data available from 1/1/2016 forward)

TBLL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TBLL shares?

During the previous two years, 75 institutional investors and hedge funds held shares of Invesco Short Term Treasury ETF. The most heavily invested institutionals were PNC Financial Services Group Inc. ($117.76M), LPL Financial LLC ($76.42M), CPR Investments Inc. ($36.68M), Brookstone Capital Management ($32.97M), AWM Capital LLC ($32.79M), Renaissance Technologies LLC ($31.85M), and MML Investors Services LLC ($30.91M).Learn more on TBLL's institutional investors.

Which institutional investors have been buying Invesco Short Term Treasury ETF stock?

Of the 64 institutional investors that purchased Invesco Short Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PNC Financial Services Group Inc. ($1.07M), Strategic Financial Concepts LLC ($968.50K), Brookstone Capital Management ($317.26K), AWM Capital LLC ($310.87K), Commonwealth Equity Services LLC ($280.33K), Private Advisor Group LLC ($274.21K), and Miracle Mile Advisors LLC ($186.43K).

How much institutional buying is happening at Invesco Short Term Treasury ETF?

Institutional investors have bought a total of 4,513,301 shares in the last 24 months. This purchase volume represents approximately $476.24M in transactions.

Which Invesco Short Term Treasury ETF major shareholders have been selling company stock?

Of the 26 institutional investors that sold Invesco Short Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Susquehanna International Group LLP ($78.53K), MML Investors Services LLC ($71.99K), Dock Street Asset Management Inc. ($39.47K), Private Advisor Group LLC ($39.06K), Kovitz Investment Group Partners LLC ($18.21K), Titan Manages LLC ($14.22K), and ACT Advisors LLC. ($11.45K).

How much institutional selling is happening at Invesco Short Term Treasury ETF?

Institutional investors have sold a total of 311,924 shares in the last 24 months. This volume of shares sold represents approximately $32.94M in transactions.



This page (NYSEARCA:TBLL) was last updated on 1/21/2025 by MarketBeat.com Staff
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