Invesco 0-5 YR US Tips ETFPBTPETF
13F holders, Q1 2025 (March 31)29holders +1
6new positions
5sold out
1famous investor
$25.96avg. 13F price*
At the end of Q1 2025, 29 institutions reported holding Invesco 0-5 YR US Tips ETF (PBTP) in their 13F filings, up 1 from Q4 2024. 6 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($13.2M), Commonwealth Equity Services, LLC ($3.9M) and Flow Traders U.S. LLC ($3.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.6M |
| Exits | 5 | $497K |
All 13F filers, Q4 2024 → Q1 2025: 214,365 shares bought and 254,279 shares sold, net −39,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| LPL Financial LLC | 0.01% | Reduce -9.8% | 507,208 | $13.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.6% | 150,685 | $3.9M |
| Flow Traders U.S. LLC | 0.14% | Reduce -22.3% | 131,145 | $3.4M |
| Bank of America Corp. | 0.00% | Add +218.1% | 103,080 | $2.7M |
| Tidemark, LLC | 0.74% | Add +5.7% | 77,839 | $2.0M |
| Sowell Financial Services LLC | 0.09% | Add +2.9% | 76,121 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -8.0% | 55,100 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +6.8% | 40,929 | $1.1M |
| Trilogy Capital Inc. | 0.05% | Reduce -77.0% | 39,520 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +354.7% | 39,449 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | New | 35,914 | $932K |
| Kelly Financial Services LLC | 0.27% | New | 30,006 | $779K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.9% | 22,374 | $581K |
| Arkadios Wealth Advisors | 0.02% | Reduce -10.4% | 17,305 | $449K |
| Centerpoint Advisory Group | 0.41% | Reduce -1.4% | 16,015 | $416K |
| Financial Advocates Investment Management | 0.02% | Reduce -5.7% | 12,911 | $335K |
| Good Life Advisors, LLC | 0.02% | Reduce -11.4% | 12,468 | $324K |
| Citadel Advisors | 0.00% | New | 11,434 | $297K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 11,265 | $292K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +12.2% | 9,610 | $249K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.2% | 9,610 | $249K |
| Walkner Condon Financial Advisors LLC | 0.04% | New | 8,218 | $213K |
| Destiny Capital Corp | 0.14% | Reduce -5.5% | 8,039 | $209K |
| BlackRock, Inc. | 0.00% | New | 2,675 | $69K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,060 | $28K |
| Sound Income Strategies, LLC | 0.00% | No change | 91 | $2K |
| Royal Bank of Canada | 0.00% | No change | 93 | $2K |
| Arax Advisory Partners | 0.00% | No change | 53 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $14 |
"% 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.