Invesco 0-5 YR US Tips ETFPBTPETF
13F holders, Q1 2024 (March 31)36holders
1famous investor
$25.07avg. 13F price*
At the end of Q1 2024, 36 institutions reported holding Invesco 0-5 YR US Tips ETF (PBTP) in their 13F filings. The largest holders were LPL Financial LLC ($17.1M), Stadion Money Management, LLC ($7.8M) and Trilogy Capital Inc. ($3.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco 0-5 YR US Tips ETF
- CUSIP
- 46138E495
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.4M |
| Exits | 3 | $874K |
Ownership 36 holders
| LPL Financial LLC | 0.01% | Reduce -9.8% | 683,371 | $17.1M |
| Stadion Money Management, LLC | 0.51% | Add +7.5% | 312,717 | $7.8M |
| Trilogy Capital Inc. | 0.20% | Add +38.0% | 141,355 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.1% | 69,000 | $1.7M |
| Sowell Financial Services LLC | 0.08% | Reduce -2.0% | 64,330 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -37.5% | 47,166 | $1.2M |
| Tidemark, LLC | 0.65% | Add +113.9% | 46,670 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 37,589 | $942K |
| Bank of America Corp. | 0.00% | Reduce -14.4% | 34,370 | $862K |
| Flow Traders U.S. LLC | 0.05% | Reduce -71.5% | 34,109 | $855K |
| Osaic Holdings, Inc. | 0.00% | Add +34.2% | 33,604 | $842K |
| Susquehanna International Group, LLP | 0.00% | Add +95.5% | 33,565 | $841K |
| Financial Advocates Investment Management | 0.04% | Add +1.5% | 28,890 | $724K |
| Good Life Advisors, LLC | 0.05% | Reduce -12.8% | 21,998 | $551K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.9% | 20,254 | $508K |
| Arkadios Wealth Advisors | 0.03% | Add +2.2% | 17,222 | $432K |
| Citadel Advisors | 0.00% | Reduce -63.2% | 15,306 | $384K |
| Private Advisor Group, LLC | 0.00% | Add +6.9% | 12,389 | $311K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -11.5% | 11,995 | $301K |
| Destiny Capital Corp | 0.19% | Reduce -6.3% | 11,078 | $278K |
| Equitable Holdings, Inc. | 0.00% | Reduce -62.1% | 9,532 | $239K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -37.2% | 8,100 | $203K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 8,100 | $203K |
| Farther Finance Advisors, LLC | 0.01% | New | 8,002 | $200K |
| GeoWealth Management, LLC | 0.00% | Add +0.6% | 1,627 | $41K |
| CoreCap Advisors, LLC | 0.00% | New | 1,060 | $27K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -18.2% | 755 | $19K |
| Key Financial Inc | 0.00% | No change | 461 | $12K |
| Global Retirement Partners, LLC | 0.00% | No change | 440 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 202 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -96.7% | 125 | $3K |
| Royal Bank of Canada | 0.00% | No change | 93 | $2K |
| Arax Advisory Partners | 0.00% | No change | 53 | $1K |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.0% | 4 | $105 |
| Morgan Stanley | 0.00% | No change | 2 | $56 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $15 |
"% of holder's portfolio" is PBTP's weight in each manager's 13F, not the share of Invesco 0-5 YR US Tips ETF the manager owns.