Go Pro
→ ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I. (From Brownstone Research) (Ad)tc pixel Free PBTP Stock Alerts

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

$25.67 0.00 (0.00%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco 0-5 Yr US TIPS ETF (BATS:PBTP)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$4.01M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.40M
Get PBTP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco 0-5 Yr US TIPS ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PBTP Institutional Buying and Selling by Quarter

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

Export
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%
4/29/2026 Centerpoint 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%
2/13/2026 Kestra Advisory Services LLC1,615$42K0.0%N/A0.059%
2/13/2026Arkadios Wealth Advisors22,441$582K0.0%+4.0%0.813%
2/12/2026 Commonwealth 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%
2/3/2026 Centerpoint Advisory Group13,444$348K0.3%-14.9%0.487%
1/22/2026Triad Wealth Partners LLC14,680$380K0.0%N/A0.532%
1/21/2026 Sowell 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%
11/12/2025 Creative Financial Designs Inc. ADV45,813$1.20M0.1%-4.0%1.660%
11/5/2025 Envestnet 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%
10/22/2025 Commonwealth Equity Services LLC198,445$5.19M0.0%+2.6%7.190%
10/17/2025 Sowell 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%
8/4/2025 Creative Financial Designs Inc. ADV47,741$1.24M0.1%N/A1.730%
8/4/2025Arkadios Wealth Advisors21,398$555K0.0%+23.7%0.775%
8/1/2025 Envestnet 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%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
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%
7/14/2025 Sowell 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%
This AI fund sends investors payouts every Thursday (Ad)

CrowdStrike, Palantir, Nvidia none of them pay a real dividend. But one fund holding the biggest AI names distributes income every single Thursday, with payouts reported as high as $1,051 a month. Chief Income Strategist Tim Plaehn breaks down the fund's real Thursday distribution history, how the income is generated, and how to buy it in any brokerage account.tc pixel

Watch the free presentation before this Thursday's payout
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 154,338 shares in the last 24 months. This purchase volume represents approximately $4.01M 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 Centerpoint Advisory Group ($4.05K).

Institutional investors have sold a total of 323,588 shares in the last 24 months. This volume of shares sold represents approximately $8.40M in transactions.


Related Companies

Institutional ownership data for BATS:PBTP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/6/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Pass by August 7… or wait until 2027?
The Supreme Court just handed down a digital-privacy ruling that most crypto investors haven't connected to th...
Crypto 101 Media | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
This AI fund sends investors payouts every Thursday
CrowdStrike, Palantir, Nvidia none of them pay a real dividend. But one fund holding the biggest AI names dist...
Investors Alley | Sponsoredtc pixel
A Wall Street Veteran's Weekly Trade for Any Market Condition
Dave Aquino spent 25 years at Merrill Lynch and Vanguard studying one weekly options play that worked in bull,...
Base Camp Trading | Sponsoredtc pixel
He bet half his $9 billion on ONE stock
One of the most successful fund managers of the past 50 years put more than $4.5 billion - over half his fund ...
Stansberry Research | Sponsoredtc pixel
This under $7 stock could be.
Just one mile from SpaceX's launchpad sits a small company doing something SpaceX can't - and it still trades ...
Freedom Financial | Sponsoredtc pixel
The dollar reset no one told you about
Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-ye...
Porter & Company | Sponsoredtc pixel