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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -10,854 | -2.3% | 465,759 | $49.16M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Buy | +204 | — | 204 | $21.54K | Q1 2026 | Jul 01, 2026 |
| Western Wealth Management, Llc | Buy | +215 | — | 215 | $22.73K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -57,263 | -19.7% | 233,149 | $24.61M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -26,728 | -50.4% | 26,278 | $26.28K | Q1 2026 | May 18, 2026 |
| Mercer Global Advisors Inc | Buy | +1,098,902 | — | 1,098,902 | $115.99M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +207,351 | +1844.8% | 218,591 | $23.07M | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners Llc | Buy | +75,706 | — | 75,706 | $7.99M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -66,777 | -8.5% | 717,359 | $75.72M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +65,205 | — | 65,205 | $6.88M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +38,765 | +4.7% | 856,585 | $90.41M | Q1 2026 | May 15, 2026 |
| Vertex Planning Partners, Llc | Buy | +37,458 | — | 37,458 | $1.32M | Q1 2026 | May 15, 2026 |
| Brasada Capital Management, Lp | Buy | +36,047 | +71.9% | 86,172 | $9.10M | Q1 2026 | May 15, 2026 |
| Kintra Wealth, Llc | Buy | +18,789 | +98.2% | 37,929 | $4.00M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -14,508 | -38.8% | 22,864 | $2.41M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +7,955 | +4519.9% | 8,131 | $858.23K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +3,704 | — | 3,704 | $390.98K | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Sell | -3,586 | -18.1% | 16,236 | $1.71M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -2,283 | -20.1% | 9,082 | $958.62K | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, Llc | Buy | +1,664 | +4.2% | 41,607 | $4.39M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +286 | +1906.7% | 301 | $31.77K | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +267 | +3.4% | 8,155 | $860.79K | Q1 2026 | May 15, 2026 |
| Valley Financial Group, Inc. | Sell | -85 | -1.2% | 6,874 | $725.52K | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Buy | +84 | — | 84 | $8.87K | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Sell | -40 | -4.4% | 860 | $90.77K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +413,458 | +4575.2% | 422,495 | $44.59M | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +9,256 | +258.8% | 12,832 | $1.35M | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Sell | -7,997 | -56.8% | 6,071 | $640.79K | Q1 2026 | May 14, 2026 |
| Mgo One Seven Llc | Buy | +4,202 | — | 4,202 | $443.52K | Q1 2026 | May 14, 2026 |
| Power Wealth Management Llc | Buy | +1,009 | +1.2% | 83,337 | $8.80M | Q1 2026 | May 14, 2026 |
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.