INVESCO 0-5 YR US TIPS ETF (PBTP) Institutional Ownership Changes & 13F Activity
INVESCO 0-5 YR US TIPS ETF (PBTP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Annex Advisory Services, Llc, Lpl Financial Llc, Tidemark, Llc, Commonwealth Equity Services, Llc, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Stonex Group Inc. | Buy | +10,125 | — | 10,125 | $260.01K | Q3 2026 | Nov 03, 2026 |
| Commonwealth Equity Services, Llc | Buy | +65,676 | +35.0% | 253,584 | $6.45M | Q3 2026 | Nov 02, 2026 |
| Sowell Financial Services Llc | Sell | -1,002 | -1.3% | 78,395 | $2.00M | Q3 2026 | Oct 23, 2026 |
| Centerpoint Advisory Group | Sell | -761 | -6.6% | 10,775 | $274.23K | Q3 2026 | Oct 23, 2026 |
| Kelly Financial Services Llc | Buy | +18,129 | +35.8% | 68,747 | $1.75M | Q3 2026 | Oct 20, 2026 |
| Trilogy Capital Inc. | Sell | -343 | -1.0% | 33,046 | $841.02K | Q3 2026 | Oct 20, 2026 |
| Hobart Private Capital, Llc | Buy | +220 | +1.1% | 19,514 | $496.63K | Q3 2026 | Oct 19, 2026 |
| Annex Advisory Services, Llc | Buy | +3,535,772 | — | 3,535,772 | $89.99M | Q3 2026 | Oct 16, 2026 |
| Ifp Advisors, Inc | Buy | +4,219 | — | 4,219 | $107.37K | Q3 2026 | Oct 16, 2026 |
| Envestnet Asset Management Inc | Sell | -58,729 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -25,100 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Bank Of America Corp | Sell | -55,821 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -46,377 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -35,687 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -22,333 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -1,594 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -161 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Huntington National Bank | Sell | -1 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -1 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Tidemark, Llc | Sell | -272,095 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | Sell | -23,121 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Sell | -106 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -858,607 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Sell | -18,627 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 07, 2026 |
| Beto Financial Group, Llc | Sell | -10,707 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 07, 2026 |
| Blackrock, Inc. | Sell | -1,283 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 07, 2026 |
| Continuum Advisory, Llc | Sell | -10 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 06, 2026 |
| Private Advisor Group, Llc | Sell | -9,361 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 27, 2026 |
Frequently asked questions about PBTP activity
Which institutional owners are buying PBTP?
Institutional owners buying PBTP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PBTP activity?
"Buy" means an investor increased their reported position in PBTP compared to the prior reporting period. This reflects growing exposure to INVESCO 0-5 YR US TIPS ETF (PBTP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PBTP increasing?
Institutional interest in PBTP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.