INVESCO 0-5 YR US TIPS ETF (PBTP) Institutional Ownership and Insiders Activity
INVESCO 0-5 YR US TIPS ETF (PBTP) is widely held by institutional investors, with 31 firms reporting positions valued at approximately $139.31M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Annex Advisory Services, Llc is the largest disclosed holder, reporting approximately $89.99M in PBTP holdings in its latest filing.
Institutional ownership remains highly concentrated, with Annex Advisory Services, Llc representing the majority of disclosed value.
Institutional Holders
31
Total Reported Value
$139.31M
Largest Holder
Annex Advisory Services, Llc
Largest Position
$89.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
3
Funds Exiting Positions
20
Top Institutional Owners
View allInvestorReported Balance
- Annex Advisory Services, Llc$89.99M
- Lpl Financial Llc$22.03M
- Tidemark, Llc$6.98M
- Commonwealth Equity Services, Llc$4.82M
- Sowell Financial Services Llc$2.00M