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Invesco Equal Weight 0-30 Year Treasury ETF

57 hedge funds and large institutions have $119M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

62% more capital invested

Capital invested by funds: $73.5M → $119M (+$45.8M)

36% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $2.14M

19% more funds holding

Funds holding: 4857 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.31% less ownership

Funds ownership: 53.09%51.78% (-1.3%)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
21
Reduced
7
Closed
13
Calls
$2.9M
Puts
$2.14M
Net Calls
+$763K
Net Calls Change
+$444K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$637K +$637K +16,172 New
SI
27
Stephens Inc
Arkansas
$609K +$610K +15,478 New
APA
28
American Portfolios Advisors
New York
$603K -$70.9K -1,799 -11%
HIS
29
Harvest Investment Services
Illinois
$546K +$547K +13,886 New
CF
30
Centaurus Financial
California
$493K +$106K +2,687 +27%
KWM
31
Kingsview Wealth Management
Oregon
$464K
PAG
32
Private Advisory Group
Washington
$449K +$449K +11,398 New
MML Investors Services
33
MML Investors Services
Massachusetts
$431K +$431K +10,945 New
PFA
34
Pinnacle Family Advisors
Missouri
$424K +$425K +10,782 New
FHA
35
Flagship Harbor Advisors
Massachusetts
$415K +$416K +10,561 New
Goldman Sachs
36
Goldman Sachs
New York
$404K -$154K -3,908 -28%
LFAS
37
Level Four Advisory Services
Texas
$359K +$360K +9,142 New
KA
38
Kovack Advisors
Florida
$354K +$355K +9,000 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$336K +$9.11K +231 +3%
FFS
40
Founders Financial Securities
Maryland
$324K +$325K +8,238 New
PFS
41
Prospera Financial Services
Texas
$316K +$25K +635 +9%
DAS
42
Dynamic Advisor Solutions
Arizona
$260K +$248K +6,287 New
CRWM
43
Castle Rock Wealth Management
California
$253K +$248K +6,300 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$226K +$226K +5,733 New
SPIA
45
Steward Partners Investment Advisory
New York
$131K
JPLA
46
Joseph P. Lucia & Associates
New York
$121K
AP
47
Advisors Preferred
Maryland
$84K +$84.7K +2,150 New
SFS
48
Sowell Financial Services
Arkansas
$44K +$16.5K +418 +61%
CAN
49
Cetera Advisor Networks
California
$30K +$29.6K +750 New
FCA
50
FinTrust Capital Advisors
South Carolina
$29K

GOVI Hedge Fund Activity: Q2 2020 in Review

57 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) for Q2 2020, worth a combined $119M — up 62% from $73.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GOVI positions and 13 closed out — a net gain of 9 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Piershale Financial Group, opening a new position worth an estimated $21.1M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $6.67M sold.

  • 57 institutional investors held Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) as of Q2 2020, up from 48 in Q1 2020.
  • Funds reported $119M of Invesco Equal Weight 0-30 Year Treasury ETF stock for Q2 2020, up 62% quarter-over-quarter.
  • 22 funds opened new Invesco Equal Weight 0-30 Year Treasury ETF positions in Q2 2020 and 13 closed out, a net change of +9 holders.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF buyer in Q2 2020 was Piershale Financial Group, an estimated $21.1M added.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF seller in Q2 2020 was Cardan Capital Partners, an estimated $6.67M sold.

Based on aggregated 13F filings for Q2 2020.