INVESCO SHORT TERM TREASURY (TBLL) Institutional Ownership Changes & 13F Activity

INVESCO SHORT TERM TREASURY (TBLL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Raymond James Financial Inc, Royal Bank Of Canada, Blueprint Investment Partners Llc, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-10,854-2.3%465,759$49.16MQ1 2026Jul 08, 2026
Kerr Financial Planning CorpBuy+204—204$21.54KQ1 2026Jul 01, 2026
Western Wealth Management, LlcBuy+215—215$22.73KQ1 2026May 19, 2026
Bank Of America CorpSell-57,263-19.7%233,149$24.61MQ1 2026May 18, 2026
Newedge Advisors, LlcSell-26,728-50.4%26,278$26.28KQ1 2026May 18, 2026
Mercer Global Advisors IncBuy+1,098,902—1,098,902$115.99MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+207,351+1844.8%218,591$23.07MQ1 2026May 15, 2026
Blueprint Investment Partners LlcBuy+75,706—75,706$7.99MQ1 2026May 15, 2026
Morgan StanleySell-66,777-8.5%717,359$75.72MQ1 2026May 15, 2026
Flow Traders U.S. LlcBuy+65,205—65,205$6.88MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+38,765+4.7%856,585$90.41MQ1 2026May 15, 2026
Vertex Planning Partners, LlcBuy+37,458—37,458$1.32MQ1 2026May 15, 2026
Brasada Capital Management, LpBuy+36,047+71.9%86,172$9.10MQ1 2026May 15, 2026
Kintra Wealth, LlcBuy+18,789+98.2%37,929$4.00MQ1 2026May 15, 2026
Focus Partners WealthSell-14,508-38.8%22,864$2.41MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+7,955+4519.9%8,131$858.23KQ1 2026May 15, 2026
&PartnersBuy+3,704—3,704$390.98KQ1 2026May 15, 2026
United Capital Financial Advisors, LlcSell-3,586-18.1%16,236$1.71MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcSell-2,283-20.1%9,082$958.62KQ1 2026May 15, 2026
Gotham Asset Management, LlcBuy+1,664+4.2%41,607$4.39MQ1 2026May 15, 2026
Fmr LlcBuy+286+1906.7%301$31.77KQ1 2026May 15, 2026
Cerity Partners LlcBuy+267+3.4%8,155$860.79KQ1 2026May 15, 2026
Valley Financial Group, Inc.Sell-85-1.2%6,874$725.52KQ1 2026May 15, 2026
National Bank Of CanadaBuy+84—84$8.87KQ1 2026May 15, 2026
Mai Capital ManagementSell-40-4.4%860$90.77KQ1 2026May 15, 2026
Raymond James Financial IncBuy+413,458+4575.2%422,495$44.59MQ1 2026May 14, 2026
Pinnacle Financial Partners, Inc.Buy+9,256+258.8%12,832$1.35MQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Sell-7,997-56.8%6,071$640.79KQ1 2026May 14, 2026
Mgo One Seven LlcBuy+4,202—4,202$443.52KQ1 2026May 14, 2026
Power Wealth Management LlcBuy+1,009+1.2%83,337$8.80MQ1 2026May 14, 2026
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Frequently asked questions about TBLL activity

  • Which institutional owners are buying TBLL?

    Institutional owners buying TBLL 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 TBLL activity?

    "Buy" means an investor increased their reported position in TBLL compared to the prior reporting period. This reflects growing exposure to INVESCO SHORT TERM TREASURY (TBLL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TBLL increasing?

    Institutional interest in TBLL 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.