Who Owns Invesco Short Term Treasury ETF (TBLL)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$4.108411160008853e+215T
% of Float Held
—
QoQ Change in Holders
+15 / -2
Price History
TBLL — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| AWM CAPITAL, LLC | New Position | +838K | +$88.5M |
| Composition Wealth, LLC | New Position | +376K | +$39.7M |
| CASTLE WEALTH MANAGEMENT LLC | New Position | +278K | +$29.3M |
| DOCK STREET ASSET MANAGEMENT INC | New Position | +252K | +$26.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +197K | +$20.0M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +177K | +$18.0M |
| First Command Advisory Services, Inc. | New Position | +141K | +$14.9M |
| GTS SECURITIES LLC | New Position | +97K | +$10.0M |
| FIRST HORIZON CORP | New Position | +89K | +$9.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +75K | +$7.9M |
| D.A. DAVIDSON & CO. | New Position | +56K | +$5.9M |
| One Day In July LLC | New Position | +35K | +$3.7M |
| TRUIST FINANCIAL CORP | New Position | +33K | +$3.5M |
| EdgeRock Capital LLC | New Position | +29K | +$3.1M |
| Focus Partners Wealth | New Position | +37K | +$3.0M |
TBLL — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Invesco Ltd. | Decreased | -62K | -$423.2B |
| PNC FINANCIAL SERVICES GROUP, INC. | Decreased | -1K | -$129.1B |
| LPL Financial LLC | Decreased | -6K | -$75.6B |
| WELLS FARGO & COMPANY/MN | Decreased | -5K | -$50.8B |
| CPR Investments Inc. | Decreased | -19K | -$18.5B |
| HighTower Advisors, LLC | Decreased | -6K | -$15.6B |
| Wealthcare Advisory Partners LLC | Decreased | -3K | -$11.5B |
| MML INVESTORS SERVICES, LLC | Decreased | -17K | -$9.0B |
| MATAURO, LLC | Decreased | -3K | -$8.6B |
| IFG Advisory, LLC | Decreased | -7K | -$8.5B |
| Stratos Wealth Partners, LTD. | Decreased | -37K | -$5.9B |
| ARVEST INVESTMENTS, INC. | Decreased | -17K | -$3.1B |
| Clearwater Capital Advisors, LLC | Decreased | -8K | -$2.9B |
| Astra Wealth Partners LLC | Closed Position | -24K | -$2.5B |
| McCarthy & Cox | Closed Position | -22K | -$2.3B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 3,888,700 | $410.8M | 0.06% | Share |
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 1,099,023 | $116.0M | 0.06% | Share |
| 3 | AWM CAPITAL, LLC | 837,940 | $88.5M | 8.04% | Share |
| 4 | OSAIC HOLDINGS, INC. | 814,357 | $86.0M | 0.13% | Share |
| 5 | MORGAN STANLEY | 784,136 | $82.0M | 0.00% | Share |
| 6 | LPL Financial LLC | 710,384 | $75.0M | 0.02% | Share |
| 7 | UBS Group AG | 527,866 | $55.8M | 0.01% | Share |
| 8 | WELLS FARGO & COMPANY/MN | 413,875 | $43.0M | 0.01% | Share |
| 9 | Composition Wealth, LLC | 375,605 | $39.7M | 0.57% | Share |
| 10 | Private Advisor Group, LLC | 326,886 | $34.0M | 0.16% | Share |
| 11 | Brookstone Capital Management | 301,814 | $31.9M | 0.36% | Share |
| 12 | CASTLE WEALTH MANAGEMENT LLC | 277,538 | $29.3M | 9.71% | Share |
| 13 | DOCK STREET ASSET MANAGEMENT INC | 252,205 | $26.6M | 2.44% | Share |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 196,614 | $20.0M | 0.03% | Share |
| 15 | BANK OF AMERICA CORP /DE/ | 174,725 | $18.0M | 0.00% | Share |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 177,220 | $18.0M | 0.01% | Share |
| 17 | CPR Investments Inc. | 156,237 | $16.5M | 11.08% | Share |
| 18 | First Command Advisory Services, Inc. | 140,687 | $14.9M | 0.10% | Share |
| 19 | HighTower Advisors, LLC | 141,063 | $14.0M | 0.02% | Share |
| 20 | Convergence Financial, LLC | 127,610 | $13.5M | 1.97% | Share |
| 21 | BANK OF AMERICA CORP /DE/ | 114,537 | $12.0M | 0.00% | Share |
| 22 | Wealthcare Advisory Partners LLC | 105,538 | $11.2M | 0.22% | Share |
| 23 | GTS SECURITIES LLC | 97,400 | $10.0M | 0.34% | Share |
| 24 | FIRST HORIZON CORP | 85,897 | $9.1M | 0.41% | Share |
| 25 | POWER WEALTH MANAGEMENT LLC | 82,328 | $8.7M | 3.06% | Share |
| 26 | MATAURO, LLC | 78,308 | $8.3M | 1.25% | Share |
| 27 | AMERIPRISE FINANCIAL INC | 84,095 | $8.0M | 0.00% | Share |
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 74,724 | $7.9M | 0.01% | Share |
| 29 | Cetera Investment Advisers | 69,886 | $7.0M | 0.01% | Share |
| 30 | MML INVESTORS SERVICES, LLC | 68,620 | $7.0M | 0.02% | Share |
| 31 | IFG Advisory, LLC | 73,355 | $7.0M | 0.31% | Share |
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 129,496 | $6.6M | 0.00% | Share |
| 33 | Invesco Ltd. | 58,650 | $6.2M | 0.00% | Share |
| 34 | WELLS FARGO & COMPANY/MN | 62,738 | $6.0M | 0.00% | Share |
| 35 | PNC FINANCIAL SERVICES GROUP, INC. | 60,805 | $6.0M | 0.00% | Share |
| 36 | PNC FINANCIAL SERVICES GROUP, INC. | 60,805 | $6.0M | 0.00% | Share |
| 37 | D.A. DAVIDSON & CO. | 55,630 | $5.9M | 0.04% | Share |
| 38 | Old Port Advisors | 47,341 | $5.0M | 1.23% | Share |
| 39 | BRASADA CAPITAL MANAGEMENT, LP | 50,125 | $5.0M | 0.85% | Share |
| 40 | NewEdge Advisors, LLC | 53,006 | $4.0M | 0.01% | Share |
| 41 | Gotham Asset Management, LLC | 39,943 | $4.0M | 0.01% | Share |
| 42 | Mariner, LLC | 43,908 | $4.0M | 0.00% | Share |
| 43 | One Day In July LLC | 34,721 | $3.7M | 0.30% | Share |
| 44 | TRUIST FINANCIAL CORP | 33,181 | $3.5M | 0.00% | Share |
| 45 | EdgeRock Capital LLC | 29,438 | $3.1M | 0.83% | Share |
| 46 | Mariner, LLC | 34,291 | $3.0M | 0.00% | Share |
| 47 | Focus Partners Wealth | 37,372 | $3.0M | 0.00% | Share |
| 48 | Ameritas Advisory Services, LLC | 28,147 | $3.0M | 0.11% | Share |
| 49 | RWWM, Inc. | 25,860 | $2.7M | 0.19% | Share |
| 50 | CARY STREET PARTNERS FINANCIAL LLC | 24,388 | $2.6M | 0.06% | Share |
TBLL Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 120 | $1.5B | +41 |
| Q3 2025 | 79 | $1.2T | -39 |
| Q2 2025 | 118 | $1.2T | +2 |
| Q1 2025 | 116 | $1.4T | +16 |
| Q4 2024 | 100 | $78.0T | +16 |
| Q3 2024 | 84 | $764.2T | +3 |
| Q2 2024 | 81 | $797.0T | +6 |
| Q1 2024 | 75 | $792.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold TBLL (Invesco Short Term Treasury ETF). The largest holder is Invesco Ltd. with $410.8M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own TBLL?
As of Q4 2025, 50 institutional investors report holding TBLL (Invesco Short Term Treasury ETF) in their 13F filings.
Who is the largest institutional holder of TBLL?
The largest institutional holder of TBLL is Invesco Ltd. with $410.8M in shares.
Is institutional ownership of TBLL increasing or decreasing?
This quarter, 15 institutions opened new positions in TBLL and 2 closed their positions.