We are live on ! Find out more
GOVI icon

Invesco Equal Weight 0-30 Year Treasury ETF

43 hedge funds and large institutions have $587M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

22% more capital invested

Capital invested by funds: $482M → $587M (+$105M)

8% more funds holding

Funds holding: 4043 (+3)

1% more call options, than puts

Call options by funds: $2.22M | Put options by funds: $2.21M

2.1% less ownership

Funds ownership: 95.61%93.51% (-2.1%)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
20
Reduced
10
Closed
4
Calls
$2.22M
Puts
$2.21M
Net Calls
+$14K
Net Calls Change
-$735K
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
26
Concord Wealth Partners
Virginia
$280K -$177K -5,998 -39%
PTC
27
Private Trust Company
Ohio
$259K -$7.06K -239 -3%
BCM
28
Brookstone Capital Management
Illinois
$229K +$228K +7,724 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$148K +$139K +4,714 +2,224%
HGERS
30
Householder Group Estate & Retirement Specialist
Arizona
$104K +$103K +3,477 New
Bessemer Group
31
Bessemer Group
New Jersey
$62K +$61.3K +2,075 New
HI
32
Harbour Investments
Wisconsin
$53.7K
NA
33
NewEdge Advisors
Louisiana
$39.1K -$8.92K -302 -19%
IA
34
IFP Advisors
Florida
$26.7K -$60.5K -2,049 -71%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$25.8K
BAM
36
Belpointe Asset Management
Nevada
$24.2K -$118 -4 -0.5%
KM
37
Kalos Management
Georgia
$11.5K +$11.3K +383 New
VWM
38
Valley Wealth Managers
New Jersey
$9.89K
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$8.98K
PFG
40
Piershale Financial Group
Illinois
$5.48K -$1.48K -50 -21%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$2K +$1.98K +67 New
NFSG
42
Newbridge Financial Services Group
Florida
$1.83K
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$735 +$234K +7,940 +48%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
-$2.08M -72,315 Closed
FTUS
45
Flow Traders U.S.
New York
-$306K -10,644 Closed
MCC
46
Money Concepts Capital
Florida
-$72.3K -2,515 Closed
SPIA
47
Steward Partners Investment Advisory
New York
-$54.5K -1,898 Closed

GOVI Hedge Fund Activity: Q1 2023 in Review

43 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) for Q1 2023, worth a combined $587M — up 22% from $482M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GOVI positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was FAS Wealth Partners, adding an estimated $54.7M. The largest seller was PFS Investments, cutting an estimated $7.1M.

  • 43 institutional investors held Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) as of Q1 2023, up from 40 in Q4 2022.
  • Funds reported $587M of Invesco Equal Weight 0-30 Year Treasury ETF stock for Q1 2023, up 22% quarter-over-quarter.
  • 8 funds opened new Invesco Equal Weight 0-30 Year Treasury ETF positions in Q1 2023 and 4 closed out, a net change of +4 holders.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF buyer in Q1 2023 was FAS Wealth Partners, an estimated $54.7M added.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF seller in Q1 2023 was PFS Investments, an estimated $7.1M sold.

Based on aggregated 13F filings for Q1 2023.