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Invesco Short Term Treasury ETF (TBLL) Institutional Ownership

Invesco Short Term Treasury ETF logo
$105.64 +0.01 (+0.01%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Short Term Treasury ETF (NYSEARCA:TBLL)

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$362.25M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$220.18M
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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
5/5/2026 RWWM Inc.11,926$1.26M0.1%-53.9%0.043%
5/1/2026 Castle Wealth Management LLC244,986$25.86M8.4%-11.7%0.882%
5/1/2026 Fifth Third Bancorp7,147$754K0.0%N/A0.026%
5/1/2026 Mascoma Wealth Management LLC235$25K0.0%-40.4%0.001%
4/30/2026 First Horizon Corp82,706$8.73M0.4%-7.1%0.298%
4/30/2026 Kestra Advisory Services LLC4,064$429K0.0%-10.0%0.015%
4/28/2026 Clear Retirement Advice LLC112,551$11.88M9.3%+0.6%0.406%
4/27/2026 PFG Investments LLC3,753$396K0.0%-5.6%0.014%
4/27/2026 Private Advisor Group LLC290,968$30.71M0.1%-11.0%1.049%
4/22/2026 Janney Montgomery Scott LLC142,517$15.04M0.0%N/A0.514%
4/22/2026 Caldwell Trust Co3,929$415K0.0%N/A0.014%
4/21/2026 Maridea Wealth Management LLC3,318$350K0.1%N/A0.012%
4/21/2026 Barton Investment Management20,430$2.16M0.3%N/A0.074%
4/21/2026 Silver Oak Securities Incorporated11,547$1.22M0.1%-18.0%0.042%
4/20/2026 Dock Street Asset Management Inc.219,653$23.18M2.4%-12.9%0.792%
4/18/2026 EdgeRock Capital LLC32,993$3.48M0.9%+12.1%0.118%
4/17/2026 Sovereign Financial Group Inc.11,106$1.17M0.2%+41.0%0.040%
4/17/2026 Brookstone Capital Management302,464$31.93M0.4%+0.2%1.084%
4/16/2026 CPR Investments Inc.376,870$39.78M26.5%+141.2%1.350%
3/17/2026Rockefeller Capital Management L.P.14,068$1.49M0.0%+62.9%0.066%
3/13/2026 World Investment Advisors3,000$317K0.0%N/A0.014%
3/2/2026 Sankala Group LLC4,843$511K0.4%N/A0.023%
2/24/2026 Clear Retirement Advice LLC111,906$11.82M9.3%N/A0.525%
2/19/2026Invesco Ltd.3,947,361$417.04M0.1%-1.6%18.515%
2/18/2026Valley Financial Group Inc.6,959$735K0.4%-18.9%0.033%
2/18/2026NewEdge Advisors LLC53,006$5.60M0.0%+113.3%0.249%
2/18/2026Core Wealth Partners LLC18,861$1.99M0.9%-9.4%0.088%
2/17/2026 Integrated Advisors Network LLC5,292$559K0.0%-18.7%0.025%
2/17/2026Cetera Investment Advisers69,886$7.38M0.0%+38.0%0.328%
2/17/2026Equitable Holdings Inc.5,379$568K0.0%-30.1%0.025%
2/17/2026AWM Capital LLC837,940$88.53M8.0%-4.1%3.930%
2/17/2026Osaic Holdings Inc.817,820$86.40M0.1%+4.8%3.836%
2/17/2026 Private Advisor Group LLC326,886$34.54M0.2%+0.4%1.533%
2/17/2026Royal Bank of Canada11,240$1.19M0.0%-3.0%0.053%
2/16/2026 MML Investors Services LLC68,620$7.25M0.0%-19.5%0.322%
2/16/2026Mariner LLC80,558$8.51M0.0%+27.3%0.378%
2/16/2026Focus Partners Wealth37,372$3.95M0.0%N/A0.175%
2/16/2026Brasada Capital Management LP50,125$5.30M0.9%+260.4%0.235%
2/13/2026Arete Wealth Advisors LLC2,702$285K0.0%-4.4%0.013%
2/13/2026 Kestra Advisory Services LLC4,515$477K0.0%-39.8%0.021%
2/13/2026UMB Bank n.a.28,193$2.98M0.0%N/A0.132%
2/13/2026Advyzon Investment Management LLC2,129$225K0.0%-22.6%0.010%
2/13/2026Morgan Stanley784,136$82.84M0.0%+8.4%3.678%
2/13/2026Integrated Wealth Concepts LLC11,365$1.20M0.0%+0.9%0.053%
2/13/2026Ausdal Financial Partners Inc.2,548$269K0.0%-4.7%0.012%
2/13/2026 Golden State Wealth Management LLC7,414$783K0.1%+25.1%0.035%
2/13/2026Wells Fargo & Company MN476,613$50.35M0.0%-1.0%2.236%
2/12/2026Jane Street Group LLC20,705$2.19M0.0%N/A0.097%
2/12/2026HRT Financial LP6,021$636K0.0%N/A0.028%
2/12/2026 Commonwealth Equity Services LLC196,614$20.77M0.0%+16.8%0.922%
2/12/2026StoneX Group Inc.2,307$244K0.0%N/A0.011%
2/12/2026Steward Partners Investment Advisory LLC8,255$872K0.0%+10.1%0.039%
2/11/2026Cerity Partners LLC7,888$833K0.0%+65.5%0.037%
2/11/2026LPL Financial LLC710,384$75.05M0.0%-0.9%3.332%
2/11/2026First Command Advisory Services Inc.140,687$14.86M0.1%-3.0%0.660%
2/11/2026Convergence Financial LLC127,610$13.48M2.0%+9.1%0.599%
2/10/2026Tidemark LLC2,023$214K0.1%+21.4%0.009%
2/10/2026Northwestern Mutual Wealth Management Co.6,322$668K0.0%+8.9%0.030%
2/10/2026Foundations Investment Advisors LLC14,107$1.49M0.0%+15.7%0.066%
2/10/2026IFG Advisory LLC73,355$7.75M0.3%-9.0%0.344%
2/9/2026 Cary Street Partners Financial LLC24,388$2.58M0.1%+21.0%0.114%
2/9/2026Clearwater Capital Advisors LLC19,824$2.09M0.2%-27.6%0.093%
2/6/2026Wrapmanager Inc.8,815$931K0.3%+66.9%0.041%
2/6/2026 Northbridge Financial Group LLC17,605$1.86M0.8%N/A0.083%
2/6/2026PNC Financial Services Group Inc.1,221,511$129.05M0.1%-0.1%5.729%
2/6/2026 Orin Green Financial LLC7,656$809K0.3%-23.9%0.036%
2/6/2026HighTower Advisors LLC141,063$14.90M0.0%-4.3%0.662%
2/5/2026Northwestern Mutual Wealth Management Co.129,496$13.68M0.0%+2,130.0%0.607%
2/4/2026Ameritas Advisory Services LLC28,147$2.97M0.1%N/A0.133%
2/4/2026One Day In July LLC34,721$3.67M0.3%N/A0.164%
2/4/2026 Mascoma Wealth Management LLC394$42K0.0%N/A0.002%
2/2/2026 Truist Financial Corp33,181$3.51M0.0%-2.1%0.156%
2/2/2026 Composition Wealth LLC375,605$39.68M0.6%-6.3%1.770%
2/2/2026 Mutual Advisors LLC5,705$603K0.0%N/A0.027%
1/29/2026D.A. Davidson & CO.55,630$5.88M0.0%-1.6%0.262%
1/29/2026UBS Group AG528,202$55.81M0.0%+7.3%2.490%
1/28/2026May Barnhard Investments LLC13,371$1.41M0.7%-2.6%0.063%
1/27/2026PFG Advisors4,598$486K0.0%+10.1%0.022%
1/27/2026 First Horizon Corp89,072$9.41M0.4%+1,446.4%0.420%
1/26/2026 Private Trust Co. NA729$77K0.0%-29.6%0.003%
1/26/2026 PFG Investments LLC3,976$420K0.0%-16.9%0.019%
1/23/2026Guidance Capital Inc.13,424$1.42M0.4%+5.7%0.063%
1/23/2026McCarthy & Cox3,617$382K4.6%-83.2%0.017%
1/22/2026 Castle Wealth Management LLC277,538$29.32M9.7%-1.7%1.305%
1/21/2026 Flagship Harbor Advisors LLC1,804$191K0.0%N/A0.008%
1/20/2026 Stratos Wealth Partners LTD.18,942$2.00M0.0%-66.3%0.089%
1/20/2026 Arvest Investments Inc.11,812$1.25M0.2%-59.6%0.056%
1/16/2026 Matauro LLC78,308$8.27M1.2%-3.8%0.366%
1/15/2026 Dock Street Asset Management Inc.252,205$26.65M2.4%+37.2%1.178%
1/15/2026 Brookstone Capital Management301,814$31.89M0.4%+3.7%1.410%
1/14/2026Clarius Group LLC3,306$349K0.0%-80.8%0.015%
1/14/2026 TrueMark Investments LLC3,343$353K0.1%N/A0.016%
1/14/2026 CPR Investments Inc.156,237$16.51M10.1%-10.8%0.736%
1/14/2026 ACT Advisors LLC.10,006$1.06M0.4%-16.0%0.047%
1/14/2026 Crumly & Associates Inc.4,150$438K0.1%-37.6%0.020%
1/14/2026 Wealthcare Advisory Partners LLC105,538$11.15M0.2%-2.9%0.497%
1/14/2026 EdgeRock Capital LLC29,438$3.11M0.8%+6.5%0.139%
1/14/2026 Accurate Wealth Management LLC4,910$519K0.1%-16.1%0.023%
1/12/2026Robinson Value Management Ltd.1,652$175K0.1%N/A0.008%
1/8/2026 Wealth Enhancement Advisory Services LLC74,724$7.90M0.0%-8.6%0.352%


TBLL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TBLL shares?

During the previous two years, 161 institutional investors and hedge funds held shares of Invesco Short Term Treasury ETF. The most heavily invested institutionals were Invesco Ltd. ($417.04M), PNC Financial Services Group Inc. ($129.05M), AWM Capital LLC ($88.53M), Osaic Holdings Inc. ($86.40M), Morgan Stanley ($82.84M), LPL Financial LLC ($75.05M), and UBS Group AG ($55.81M).Learn more on Invesco Short Term Treasury ETF's institutional investors.

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

Of the 142 institutional investors that purchased Invesco Short Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($1.30M), AWM Capital LLC ($461.31K), CPR Investments Inc. ($374.07K), Dock Street Asset Management Inc. ($351.48K), Miracle Mile Advisors LLC ($351.17K), Invesco Ltd. ($319.24K), and Ameriprise Financial Inc. ($191.54K).

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

Institutional investors have bought a total of 3,430,542 shares in the last 24 months. This purchase volume represents approximately $362.25M in transactions.

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

Of the 73 institutional investors that sold Invesco Short Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($384.96K), MML Investors Services LLC ($356.72K), Envestnet Asset Management Inc. ($219.05K), Holcombe Financial Inc. ($113.48K), CPR Investments Inc. ($111.68K), Bank of America Corp DE ($88.97K), and Castle Wealth Management LLC ($88.85K).

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

Institutional investors have sold a total of 2,085,568 shares in the last 24 months. This volume of shares sold represents approximately $220.18M in transactions.



This page (NYSEARCA:TBLL) was last updated on 5/5/2026 by MarketBeat.com Staff.
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