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

$25.70 +0.03 (+0.12%)
As of 11:00 AM 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)
19
Total
Institutional Inflows
(last 12 months)
$6.31M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.63M
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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
7/6/2026 Hobart Private Capital LLC19,294$495K0.1%N/A0.699%
5/19/2026Bank of America Corp DE50,692$1.33M0.0%-45.6%1.837%
5/19/2026Arkadios Wealth Advisors24,291$635K0.0%+8.2%0.880%
4/29/2026Centerpoint Advisory Group11,756$307K0.2%-12.6%0.426%
4/22/2026 Trilogy Capital Inc.33,504$876K0.0%+10.0%1.214%
2/18/2026Beacon Pointe Advisors LLC26,100$676K0.0%-29.1%0.946%
2/17/2026Osaic Holdings Inc.15,624$405K0.0%-41.4%0.566%
2/16/2026MML Investors Services LLC13,518$350K0.0%+9.3%0.490%
2/13/2026Kestra Advisory Services LLC1,615$42K0.0%N/A0.059%
2/13/2026Arkadios Wealth Advisors22,441$582K0.0%+4.0%0.813%
2/12/2026Commonwealth Equity Services LLC175,813$4.56M0.0%-11.4%6.370%
2/11/2026LPL Financial LLC792,145$20.53M0.0%+0.6%28.701%
2/10/2026Goldman Sachs Group Inc.60,887$1.58M0.0%+52.5%2.206%
2/10/2026Tidemark LLC210,219$5.45M1.5%+6.2%7.617%
2/3/2026Centerpoint Advisory Group13,444$348K0.3%-14.9%0.487%
1/22/2026Triad Wealth Partners LLC14,680$380K0.0%N/A0.532%
1/21/2026Sowell Financial Services LLC79,768$2.07M0.1%+1.1%2.890%
1/13/2026 Kelly Financial Services LLC35,538$921K0.2%-81.9%1.288%
11/17/2025Mariner LLC29,879$781K0.0%+2.8%1.083%
11/17/2025Flow Traders U.S. LLC80,843$2.11M0.1%-9.9%2.929%
11/17/2025Citadel Advisors LLC11,152$291K0.0%N/A0.404%
11/17/2025Bank of America Corp DE88,300$2.31M0.0%-14.4%3.199%
11/14/2025Raymond James Financial Inc.43,212$1.13M0.0%+6.3%1.566%
11/12/2025Creative Financial Designs Inc. ADV45,813$1.20M0.1%-4.0%1.660%
11/5/2025Envestnet Asset Management Inc.47,606$1.24M0.0%+7.8%1.725%
11/3/2025Tidemark LLC197,906$5.17M1.5%+12.9%7.171%
10/24/2025 Trilogy Capital Inc.30,200$789K0.0%-1.9%1.094%
10/22/2025Commonwealth Equity Services LLC198,445$5.19M0.0%+2.6%7.190%
10/17/2025Sowell Financial Services LLC78,895$2.06M0.1%+0.8%2.859%
10/15/2025 Kelly Financial Services LLC196,555$5.14M1.3%+9.6%7.122%
9/4/2025Osaic Holdings Inc.22,776$591K0.0%+1.8%0.825%
8/14/2025Jane Street Group LLC9,213$239K0.0%N/A0.334%
8/13/2025Flow Traders U.S. LLC89,688$2.33M0.1%-31.6%3.250%
8/13/2025Beacon Pointe Advisors LLC52,100$1.35M0.0%-5.4%1.888%
8/12/2025Financial Advocates Investment Management12,350$321K0.0%-4.3%0.447%
8/8/2025Good Life Advisors LLC12,084$314K0.0%-3.1%0.438%
8/4/2025Creative Financial Designs Inc. ADV47,741$1.24M0.1%N/A1.730%
8/4/2025Arkadios Wealth Advisors21,398$555K0.0%+23.7%0.775%
8/1/2025Envestnet Asset Management Inc.44,142$1.15M0.0%+22.9%1.599%
7/31/2025 Hobart Private Capital LLC28,672$744K0.2%N/A1.039%
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7/18/2025 Trilogy Capital Inc.30,796$799K0.0%-22.1%1.116%
7/17/2025 Kelly Financial Services LLC179,352$4.66M1.4%+497.7%6.498%
7/14/2025Sowell Financial Services LLC78,240$2.03M0.1%+2.8%2.835%
6/27/2025Goldman Sachs Group Inc.39,449$1.02M0.0%+354.7%1.467%
5/16/2025Goldman Sachs Group Inc.39,449$1.02M0.0%+354.7%1.826%
5/14/2025Flow Traders U.S. LLC131,145$3.41M0.1%-22.3%6.072%
5/9/2025Tidemark LLC77,839$2.02M0.7%+5.7%3.604%
5/9/2025Atria Wealth Solutions Inc.9,610$249K0.0%+12.2%0.445%
5/8/2025Arkadios Wealth Advisors17,305$449K0.0%-10.4%0.801%
5/7/2025LPL Financial LLC507,208$13.17M0.0%-9.8%23.482%
5/7/2025Trilogy Capital Inc.39,520$1.03M0.1%-77.0%1.830%
4/29/2025Envestnet Asset Management Inc.35,914$932K0.0%N/A1.710%
4/23/2025Walkner Condon Financial Advisors LLC8,218$213K0.0%N/A0.391%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,265$292K0.0%N/A0.536%
4/21/2025Envestnet Portfolio Solutions Inc.9,610$249K0.0%+12.2%0.458%
4/17/2025Sowell Financial Services LLC76,121$1.98M0.1%+2.8%3.625%
4/16/2025Destiny Capital Corp CO8,039$209K0.1%-5.5%0.383%
4/15/2025Kelly Financial Services LLC30,006$779K0.3%N/A1.429%
2/17/2025Bank of America Corp DE32,401$823K0.0%+2.6%1.514%
2/14/2025Beacon Pointe Advisors LLC59,900$1.52M0.0%-8.8%2.799%
2/13/2025Raymond James Financial Inc.38,319$973K0.0%N/A1.791%
2/13/2025Bank of Montreal Can1,000$25K0.0%N/A0.047%
2/11/2025LPL Financial LLC562,281$14.28M0.0%-10.3%26.275%
2/10/2025Tidemark LLC73,644$1.87M0.7%+26.3%3.441%
2/10/2025Commonwealth Equity Services LLC148,288$3.77M0.0%N/A6.929%
2/7/2025Sowell Financial Services LLC74,014$1.88M0.1%+26.6%3.459%
2/6/2025Raymond James Financial Inc.38,319$973K0.0%N/A1.791%
2/3/2025Good Life Advisors LLC14,074$357K0.0%-50.1%0.658%
1/30/2025Centerpoint Advisory Group16,236$412K0.4%N/A0.759%
1/27/2025Financial Advocates Investment Management13,686$348K0.0%-39.8%0.640%
1/27/2025Trilogy Capital Inc.171,507$4.36M0.2%+0.7%8.014%
1/27/2025Stratos Wealth Partners LTD.15,753$400K0.0%-3.7%0.736%
1/15/2025Arkadios 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%
10/25/2024Financial Advocates Investment Management22,751$581K0.0%-9.8%1.063%
10/21/2024Trilogy Capital Inc.170,290$4.35M0.2%+11.2%7.957%
10/16/2024Good Life Advisors LLC28,190$720K0.0%+46.3%1.317%
7/29/2024Arkadios Wealth Advisors18,353$459K0.0%+6.6%0.858%
7/29/2024Financial 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%
4/17/2024Trilogy Capital Inc.141,355$3.54M0.2%+38.0%5.565%
2/9/2024Tidemark LLC21,822$543K0.3%N/A0.653%
2/8/2024Financial 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%
1/26/2024Geneos Wealth Management Inc.3,753$93K0.0%-75.9%0.112%
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1/24/2024Stratos 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%
1/12/2024Trilogy 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%


PBTP Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of Invesco 0-5 Yr US TIPS ETF. The most heavily invested institutionals were LPL Financial LLC ($20.53M), Tidemark LLC ($5.45M), Commonwealth Equity Services LLC ($4.56M), Flow Traders U.S. LLC ($2.11M), Sowell Financial Services LLC ($2.07M), Goldman Sachs Group Inc. ($1.58M), and Bank of America Corp DE ($1.33M).Learn more on Invesco 0-5 Yr US TIPS ETF's institutional investors.

Of the 28 institutional investors that purchased Invesco 0-5 Yr US TIPS ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kelly Financial Services LLC ($196.56K), Commonwealth Equity Services LLC ($153.38K), Goldman Sachs Group Inc. ($82.50K), Raymond James Financial Inc. ($79.18K), Flow Traders U.S. LLC ($63.84K), Tidemark LLC ($58.92K), and Hobart Private Capital LLC ($47.97K).

Institutional investors have bought a total of 243,072 shares in the last 24 months. This purchase volume represents approximately $6.31M in transactions.

Of the 11 institutional investors that sold Invesco 0-5 Yr US TIPS ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kelly Financial Services LLC ($161.02K), Bank of America Corp DE ($57.38K), Flow Traders U.S. LLC ($50.30K), Commonwealth Equity Services LLC ($22.63K), Beacon Pointe Advisors LLC ($13.70K), Osaic Holdings Inc. ($11.05K), and Trilogy Capital Inc. ($9.32K).

Institutional investors have sold a total of 332,312 shares in the last 24 months. This volume of shares sold represents approximately $8.63M in transactions.


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This page (BATS:PBTP) was last updated on 7/17/2026 by MarketBeat.com Staff.
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