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Invesco Short Term Treasury ETF (TBLL) Institutional Ownership

Invesco Short Term Treasury ETF logo
$105.58 +0.02 (+0.01%)
As of 02:37 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Short Term Treasury ETF (NYSEARCA:TBLL)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$432.44M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$94.52M
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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
5/2/2025Cullen Frost Bankers Inc.655$69K0.0%N/A0.003%
5/2/2025First Command Advisory Services Inc.139,299$14.70M0.1%+2,960.2%0.582%
5/1/2025Dock Street Asset Management Inc.63,745$6.73M0.8%-29.7%0.266%
4/30/2025 Cerity Partners LLC5,209$550K0.0%+18.6%0.024%
4/30/2025 Valeo Financial Advisors LLC15,137$1.60M0.0%+1.1%0.071%
4/30/2025 Stratos Wealth Partners LTD.60,459$6.38M0.1%-13.6%0.282%
4/29/2025 Envestnet Asset Management Inc.406,702$42.92M0.0%+68.9%1.895%
4/29/2025 Discipline Wealth Solutions LLC3,464$366K0.2%-36.6%0.016%
4/29/2025 Bank of New York Mellon Corp20,524$2.17M0.0%N/A0.096%
4/29/2025 Brookstone Capital Management291,456$30.76M0.4%-6.7%1.358%
4/28/2025 Castle Wealth Management LLC321,756$33.96M13.3%+3.3%1.499%
4/28/2025 Mutual Advisors LLC9,400$992K0.0%+60.4%0.044%
4/28/2025 Holcombe Financial Inc.115,694$12.21M10.1%-3.6%0.539%
4/28/2025 Strategic Financial Concepts LLC2,657$280K0.1%-19.2%0.012%
4/28/2025 Pinnacle Financial Partners Inc160,266$16.91M0.3%+30.8%0.747%
4/28/2025 Rossby Financial LCC548$58K0.0%N/A0.003%
4/25/2025 Avidian Wealth Enterprises LLC3,148$332K0.0%N/A0.015%
4/24/2025 Golden State Wealth Management LLC6,493$685K0.1%-11.6%0.030%
4/23/2025 Golden State Wealth Management LLC12,986$1.37M0.1%+76.7%0.061%
4/22/2025 TrueMark Investments LLC3,225$340K0.1%-71.3%0.015%
4/22/2025 RFP Financial Group LLC52,023$5.49M2.2%-29.9%0.242%
4/22/2025 PFG Investments LLC5,198$549K0.0%-9.6%0.024%
4/21/2025 Blue Trust Inc.3,025$319K0.0%N/A0.014%
4/18/2025 Clarius Group LLC13,314$1.41M0.1%+3.7%0.062%
4/16/2025 Wealth Enhancement Advisory Services LLC85,638$9.04M0.0%+3.3%0.399%
4/16/2025 Matauro LLC92,291$9.74M2.0%-44.2%0.430%
4/16/2025 May Barnhard Investments LLC15,019$1.59M0.8%+31.1%0.070%
4/15/2025 Arvest Investments Inc.70,189$7.41M1.2%+38.0%0.327%
4/15/2025 EdgeRock Capital LLC23,446$2.47M1.8%-3.4%0.109%
4/15/2025 Accurate Wealth Management LLC5,200$550K0.1%+11.1%0.024%
4/15/2025 Wealthcare Advisory Partners LLC92,593$9.77M0.3%+10.5%0.431%
4/14/2025 McCarthy & Cox18,569$1.96M0.9%+40.2%0.087%
4/14/2025 Miracle Mile Advisors LLC275,804$29.11M0.6%+47.9%1.285%
4/11/2025 Sovereign Financial Group Inc.8,529$900K0.2%+11.3%0.040%
4/10/2025 CPR Investments Inc.228,653$24.13M21.4%-34.2%1.065%
3/17/2025 Wealth Enhancement Advisory Services LLC82,914$8.76M0.0%+7.1%0.430%
2/26/2025 Discipline Wealth Solutions LLC5,463$577K0.3%N/A0.035%
2/17/2025Sentinus LLC22,081$2.33M0.7%-73.8%0.140%
2/17/2025Gotham Asset Management LLC36,323$3.84M0.0%+3.6%0.230%
2/17/2025Fiduciary Trust Co9,720$1.03M0.0%-15.3%0.061%
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2/17/2025Cetera Investment Advisers14,800$1.56M0.0%+19.0%0.094%
2/17/2025Cary Street Partners Financial LLC17,378$1.84M0.1%N/A0.110%
2/17/2025Bank of America Corp DE142,577$15.06M0.0%+4.2%0.902%
2/17/2025Ameriprise Financial Inc.288,634$30.49M0.0%+197.3%1.826%
2/14/2025Jane Street Group LLC59,974$6.33M0.0%N/A0.379%
2/14/2025Comerica Bank1,807$191K0.0%+174.6%0.011%
2/14/2025Valley Financial Group Inc.11,047$1.17M0.8%-5.8%0.070%
2/14/2025Capital Analysts LLC2,800$296K0.0%-5.2%0.018%
2/14/2025Kovitz Investment Group Partners LLC12,727$1.34M0.0%-41.0%0.080%
2/14/2025Susquehanna International Group LLP16,716$1.77M0.0%+41.5%0.106%
2/14/2025MML Investors Services LLC397,326$41.96M0.1%+35.8%2.513%
2/14/2025 Holcombe Financial Inc.119,991$12.67M10.4%N/A0.759%
2/13/2025United Capital Financial Advisors LLC13,753$1.45M0.0%-26.4%0.087%
2/13/2025Mariner LLC31,692$3.35M0.0%+20.3%0.200%
2/13/2025Raymond James Financial Inc.10,288$1.09M0.0%N/A0.065%
2/13/2025Invesco Ltd.4,013,083$423.78M0.1%-2.4%25.383%
2/13/2025 Envestnet Asset Management Inc.240,800$25.43M0.0%+0.9%1.523%
2/13/2025Wells Fargo & Company MN286,524$30.26M0.0%+67.9%1.812%
2/12/2025Arete Wealth Advisors LLC4,576$483K0.0%-39.3%0.029%
2/12/2025 World Investment Advisors10,708$1.13M0.0%-4.6%0.068%
2/12/2025Watchman Group Inc.13,862$1.46M0.4%+52.3%0.088%
2/12/2025Orion Portfolio Solutions LLC2,130$225K0.0%-47.9%0.013%
2/12/2025JPMorgan Chase & Co.1,655$175K0.0%+319.0%0.010%
2/12/2025Core Wealth Partners LLC17,680$1.87M1.1%-4.9%0.112%
2/12/2025 TrueMark Investments LLC11,246$1.19M0.4%+89.9%0.071%
2/11/2025LPL Financial LLC654,527$69.12M0.0%-5.7%4.140%
2/11/2025 Arvest Investments Inc.50,867$5.37M0.9%-9.3%0.322%
2/10/2025Clearwater Capital Advisors LLC26,502$2.80M0.3%+3.9%0.168%
2/10/2025Tidemark LLC690$73K0.0%+1,337.5%0.004%
2/10/2025 May Barnhard Investments LLC11,460$1.21M0.6%N/A0.072%
2/10/2025Commonwealth Equity Services LLC171,488$18.11M0.0%+0.3%1.085%
2/10/2025Avantax Advisory Services Inc.1,938$205K0.0%-57.0%0.012%
2/7/2025PFG Advisors4,259$450K0.0%-8.1%0.027%
2/7/2025HighTower Advisors LLC156,024$16.48M0.0%+31.5%0.987%
2/7/2025Independent Advisor Alliance5,031$531K0.0%N/A0.032%
2/7/2025PNC Financial Services Group Inc.1,198,251$126.54M0.1%+7.5%7.579%
2/6/2025Raymond James Financial Inc.10,288$1.09M0.0%N/A0.065%
2/6/2025Steward Partners Investment Advisory LLC3,901$412K0.0%+9.4%0.025%
2/5/2025AWM Capital LLC412,299$43.54M5.3%-8.5%2.608%
2/4/2025 EdgeRock Capital LLC24,275$2.56M1.7%-3.9%0.154%
2/4/2025Wrapmanager Inc.5,502$581K0.1%-44.7%0.035%
2/3/2025 Pinnacle Financial Partners Inc122,542$12.94M0.3%+8.5%0.775%
2/3/2025 Matauro LLC165,456$17.47M3.8%N/A1.047%
2/3/2025Private Advisor Group LLC222,451$23.49M0.1%-5.4%1.407%
1/31/2025Atria Wealth Solutions Inc.9,975$1.05M0.0%+11.3%0.063%
1/31/2025 Truist Financial Corp40,715$4.30M0.0%-2.5%0.258%
1/30/2025 Strategic Financial Concepts LLC3,287$347K0.0%-45.8%0.021%
1/30/2025 Principal Securities Inc.1,053$111K0.0%-54.1%0.007%
1/29/2025 Castle Wealth Management LLC311,435$32.89M12.9%+27.0%1.970%
1/28/2025HTLF Bank53,318$5.63M0.6%-2.0%0.337%
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1/28/2025 RFP Financial Group LLC74,163$7.83M3.0%+6.2%0.469%
1/28/2025Dock Street Asset Management Inc.90,692$9.58M1.1%+0.7%0.574%
1/28/2025 Golden State Wealth Management LLC7,349$776K0.1%N/A0.046%
1/28/2025 Strategic Financial Concepts LLC347,086$347K0.0%+5,620.9%2.195%
1/27/2025 Financial Advocates Investment Management9,014$952K0.1%+238.2%0.057%
1/27/2025 Win Advisors Inc.28,801$3.04M1.5%N/A0.182%
1/27/2025 Stratos Wealth Partners LTD.69,947$7.39M0.1%+59.0%0.442%
1/27/2025Guidance Capital Inc.54,519$5.75M1.8%+8.3%0.345%
1/22/2025Foundations Investment Advisors LLC13,893$1.47M0.0%+75.3%0.088%
1/22/2025 PFG Investments LLC5,748$607K0.0%+9.6%0.036%
(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, 109 institutional investors and hedge funds held shares of Invesco Short Term Treasury ETF. The most heavily invested institutionals were Invesco Ltd. ($423.78M), PNC Financial Services Group Inc. ($126.54M), LPL Financial LLC ($69.12M), AWM Capital LLC ($43.54M), Envestnet Asset Management Inc. ($42.92M), MML Investors Services LLC ($41.96M), and Castle Wealth Management LLC ($33.96M).Learn more on TBLL's institutional investors.

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

Of the 94 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: Strategic Financial Concepts LLC ($1.31M), PNC Financial Services Group Inc. ($1.16M), Brookstone Capital Management ($317.26K), AWM Capital LLC ($310.87K), Commonwealth Equity Services LLC ($280.83K), Miracle Mile Advisors LLC ($275.80K), and Private Advisor Group LLC ($274.21K).

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

Institutional investors have bought a total of 6,513,860 shares in the last 24 months. This purchase volume represents approximately $687.47M in transactions.

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

Of the 46 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: CPR Investments Inc. ($118.70K), Invesco Ltd. ($99.72K), Susquehanna International Group LLP ($78.53K), Matauro LLC ($73.17K), MML Investors Services LLC ($71.99K), Dock Street Asset Management Inc. ($66.41K), and Sentinus LLC ($62.10K).

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

Institutional investors have sold a total of 895,269 shares in the last 24 months. This volume of shares sold represents approximately $94.52M in transactions.



This page (NYSEARCA:TBLL) was last updated on 5/2/2025 by MarketBeat.com Staff
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