Who Owns Invesco 0-5 Yr US TIPS ETF (PBTP)?Hedge Fund & Institutional Holders
Institutional Holders
32
as of Q4 2025
Total Institutional Value
$2.0000544740002064e+60T
% of Float Held
—
QoQ Change in Holders
+14 / -2
Price History
PBTP — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Tidemark, LLC | New Position | +210K | +$5.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +176K | +$4.0M |
| Sowell Financial Services LLC | New Position | +80K | +$2.1M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +48K | +$1.0M |
| Trilogy Capital Inc. | New Position | +30K | +$789K |
| Triad Wealth Partners, LLC | New Position | +15K | +$380K |
| Centerpoint Advisory Group | New Position | +13K | +$348K |
| Destiny Capital Corp/CO | New Position | +8K | +$204K |
| PRIVATE TRUST CO NA | New Position | +250 | +$6K |
| COMERICA BANK | New Position | +180 | +$4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +27K | +$0 |
| Arax Advisory Partners | New Position | +53 | +$0 |
| Arkadios Wealth Advisors | New Position | +22K | +$0 |
| Kestra Advisory Services, LLC | New Position | +2K | +$0 |
| WELLS FARGO & COMPANY/MN | Increased | +1 | +$-5K |
PBTP — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Kelly Financial Services LLC | Decreased | -161K | -$5.1B |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Decreased | -319 | -$1.2B |
| Beacon Pointe Advisors, LLC | Decreased | -11K | -$961.8M |
| Mariner, LLC | Closed Position | -30K | -$780.9M |
| Hobart Private Capital, LLC | Closed Position | -28K | -$743.8M |
| OSAIC HOLDINGS, INC. | Decreased | -11K | -$702.4M |
| CITADEL ADVISORS LLC | Decreased | -565 | -$291.5M |
| FLOW TRADERS U.S. LLC | Decreased | -61K | -$2.1M |
Top Institutional Holders(Q4 2025)
PBTP Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 30 | $40.3M | +12 |
| Q3 2025 | 18 | $35.3B | -10 |
| Q2 2025 | 28 | $39.2B | -2 |
| Q1 2025 | 30 | $29.8B | +2 |
| Q4 2024 | 28 | $5.5T | -1 |
| Q3 2024 | 29 | $25.4T | -2 |
| Q2 2024 | 31 | $26.0T | -1 |
| Q1 2024 | 32 | $34.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 32 institutional investors hold PBTP (Invesco 0-5 Yr US TIPS ETF). The largest holder is LPL Financial LLC with $20.0M in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own PBTP?
As of Q4 2025, 32 institutional investors report holding PBTP (Invesco 0-5 Yr US TIPS ETF) in their 13F filings.
Who is the largest institutional holder of PBTP?
The largest institutional holder of PBTP is LPL Financial LLC with $20.0M in shares.
Is institutional ownership of PBTP increasing or decreasing?
This quarter, 14 institutions opened new positions in PBTP and 2 closed their positions.