GOVI icon

Invesco Equal Weight 0-30 Year Treasury ETF

85 hedge funds and large institutions have $524M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

6.09% less ownership

Funds ownership: 62.47%56.38% (-6.1%)

21% less call options, than puts

Call options by funds: $1.61M | Put options by funds: $2.04M

21% less capital invested

Capital invested by funds: $666M → $524M (-$141M)

Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.61M
Puts
$2.04M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$108M
Invesco
2
Invesco
Georgia
$71.6M
Bank of New York Mellon
3
Bank of New York Mellon
New York
$67.3M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$28.5M
PAG
5
Private Advisor Group
New Jersey
$25.3M
SA
6
Stewardship Advisors
Pennsylvania
$20.1M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$19.9M
Wells Fargo
8
Wells Fargo
California
$16.6M
PBF
9
Petix & Botte Financial
California
$12.5M
SIA
10
Spectrum Investment Advisors
Wisconsin
$11.8M
VA
11
VestGen Advisors
Illinois
$11.2M
SA
12
Scarborough Advisors
Maryland
$8.79M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.53M
IWC
14
Integrated Wealth Concepts
Massachusetts
$8.48M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.07M
SWM
16
Schwallier Wealth Management
Michigan
$7.82M
GSIAS
17
Garden State Investment Advisory Services
New Jersey
$7.33M
FTUS
18
Flow Traders U.S.
New York
$6.98M
Osaic Holdings
19
Osaic Holdings
Arizona
$5.93M
Morgan Stanley
20
Morgan Stanley
New York
$5.89M
TCWM
21
Total Clarity Wealth Management
Illinois
$5.62M
ATS
22
Ashton Thomas Securities
New York
$5.21M
CIA
23
Concurrent Investment Advisors
Florida
$5.13M
Bank of America
24
Bank of America
North Carolina
$4.85M
GIA
25
Gladstone Institutional Advisory
Florida
$4.09M