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Invesco Short Term Treasury ETF (TBLL) Institutional Ownership

Invesco Short Term Treasury ETF logo
$105.52 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$340.74M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$220.18M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 NewEdge Advisors LLC26,278$26K0.0%-50.4%0.095%
5/19/2026 Bank of America Corp DE233,149$24.61M0.0%-19.7%0.844%
5/18/2026 EverSource Wealth Advisors LLC2,579$272K0.0%N/A0.009%
5/18/2026 Royal Bank of Canada218,591$23.07M0.0%+1,844.8%0.791%
5/13/2026 Cetera Investment Advisers99,732$10.53M0.0%+42.7%0.361%
5/13/2026 Clearwater Capital Advisors LLC14,681$1.55M0.1%-25.9%0.053%
5/8/2026 PNC Financial Services Group Inc.1,256,438$132.62M0.1%+2.9%4.547%
5/6/2026 Astra Wealth Partners LLC10,996$1.16M0.7%N/A0.040%
5/6/2026 One Day In July LLC68,249$7.20M0.6%+96.6%0.247%
5/5/2026 D.A. Davidson & CO.45,992$4.85M0.0%-17.3%0.166%
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%
3/17/2026 Rockefeller 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%
2/19/2026 Invesco Ltd.3,947,361$417.04M0.1%-1.6%18.515%
2/18/2026 Valley Financial Group Inc.6,959$735K0.4%-18.9%0.033%
2/18/2026 NewEdge Advisors LLC53,006$5.60M0.0%+113.3%0.249%
2/18/2026 Core 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%
2/17/2026 Cetera Investment Advisers69,886$7.38M0.0%+38.0%0.328%
2/17/2026 Equitable Holdings Inc.5,379$568K0.0%-30.1%0.025%
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2/17/2026 AWM Capital LLC837,940$88.53M8.0%-4.1%3.930%
2/17/2026 Osaic 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%
2/17/2026 Royal 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%
2/16/2026 Mariner LLC80,558$8.51M0.0%+27.3%0.378%
2/16/2026 Focus Partners Wealth37,372$3.95M0.0%N/A0.175%
2/16/2026 Brasada Capital Management LP50,125$5.30M0.9%+260.4%0.235%
2/13/2026 Arete Wealth Advisors LLC2,702$285K0.0%-4.4%0.013%
2/13/2026 Kestra Advisory Services LLC4,515$477K0.0%-39.8%0.021%
2/13/2026 UMB Bank n.a.28,193$2.98M0.0%N/A0.132%
2/13/2026 Advyzon Investment Management LLC2,129$225K0.0%-22.6%0.010%
2/13/2026 Morgan Stanley784,136$82.84M0.0%+8.4%3.678%
2/13/2026 Integrated Wealth Concepts LLC11,365$1.20M0.0%+0.9%0.053%
2/13/2026 Ausdal 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%
2/13/2026 Wells Fargo & Company MN476,613$50.35M0.0%-1.0%2.236%
2/12/2026 Jane Street Group LLC20,705$2.19M0.0%N/A0.097%
2/12/2026 HRT Financial LP6,021$636K0.0%N/A0.028%
2/12/2026 Commonwealth Equity Services LLC196,614$20.77M0.0%+16.8%0.922%
2/12/2026 StoneX Group Inc.2,307$244K0.0%N/A0.011%
2/12/2026 Steward Partners Investment Advisory LLC8,255$872K0.0%+10.1%0.039%
2/11/2026 Cerity Partners LLC7,888$833K0.0%+65.5%0.037%
2/11/2026 LPL Financial LLC710,384$75.05M0.0%-0.9%3.332%
2/11/2026 First Command Advisory Services Inc.140,687$14.86M0.1%-3.0%0.660%
2/11/2026 Convergence Financial LLC127,610$13.48M2.0%+9.1%0.599%
2/10/2026 Tidemark LLC2,023$214K0.1%+21.4%0.009%
2/10/2026 Northwestern Mutual Wealth Management Co.6,322$668K0.0%+8.9%0.030%
2/10/2026 Foundations Investment Advisors LLC14,107$1.49M0.0%+15.7%0.066%
2/10/2026 IFG 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%
2/9/2026 Clearwater Capital Advisors LLC19,824$2.09M0.2%-27.6%0.093%
2/6/2026 Wrapmanager Inc.8,815$931K0.3%+66.9%0.041%
2/6/2026 Northbridge Financial Group LLC17,605$1.86M0.8%N/A0.083%
2/6/2026 PNC 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%
2/6/2026 HighTower Advisors LLC141,063$14.90M0.0%-4.3%0.662%
2/5/2026 Northwestern Mutual Wealth Management Co.129,496$13.68M0.0%+2,130.0%0.607%
2/4/2026 Ameritas Advisory Services LLC28,147$2.97M0.1%N/A0.133%
2/4/2026 One 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%
1/29/2026 D.A. Davidson & CO.55,630$5.88M0.0%-1.6%0.262%
1/29/2026 UBS Group AG528,202$55.81M0.0%+7.3%2.490%
1/28/2026 May Barnhard Investments LLC13,371$1.41M0.7%-2.6%0.063%
1/27/2026 PFG 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%
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1/26/2026 PFG Investments LLC3,976$420K0.0%-16.9%0.019%
1/23/2026 Guidance 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%


TBLL Institutional Ownership - Frequently Asked Questions

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. ($132.62M), 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.

Of the 141 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), Miracle Mile Advisors LLC ($351.17K), Invesco Ltd. ($319.24K), PNC Financial Services Group Inc. ($208.70K), and Royal Bank of Canada ($207.35K).

Institutional investors have bought a total of 3,226,714 shares in the last 24 months. This purchase volume represents approximately $340.74M in transactions.

Of the 71 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), Bank of America Corp DE ($146.23K), Holcombe Financial Inc. ($113.48K), CPR Investments Inc. ($111.68K), and Castle Wealth Management LLC ($88.85K).

Institutional investors have sold a total of 2,085,561 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 5/25/2026 by MarketBeat.com Staff.
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