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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.

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 Market Value Shares Shares
Change
Shares
Change %
CWP
26
Concord Wealth Partners
Virginia
$280K 9,342 -5,998 -39%
PTC
27
Private Trust Company
Ohio
$259K 8,654 -239 -3%
BCM
28
Brookstone Capital Management
Illinois
$229K 7,724 +7,724 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$148K 4,926 +4,714 +2,224%
HGERS
30
Householder Group Estate & Retirement Specialist
Arizona
$104K 3,477 +3,477 New
Bessemer Group
31
Bessemer Group
New Jersey
$62K 2,075 +2,075 New
HI
32
Harbour Investments
Wisconsin
$53.7K 1,793
NA
33
NewEdge Advisors
Louisiana
$39.1K 1,306 -302 -19%
IA
34
IFP Advisors
Florida
$26.7K 846 -2,049 -71%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$25.8K 860
BAM
36
Belpointe Asset Management
Nevada
$24.2K 807 -4 -0.5%
KM
37
Kalos Management
Georgia
$11.5K 383 +383 New
VWM
38
Valley Wealth Managers
New Jersey
$9.89K 330
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$8.98K 300
PFG
40
Piershale Financial Group
Illinois
$5.48K 183 -50 -21%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$2K 67 +67 New
NFSG
42
Newbridge Financial Services Group
Florida
$1.83K 61
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$735 24,562 +7,940 +48%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
-72,315 Closed
FTUS
45
Flow Traders U.S.
New York
-10,644 Closed
MCC
46
Money Concepts Capital
Florida
-2,515 Closed
SPIA
47
Steward Partners Investment Advisory
New York
-1,898 Closed
ICM
48
III Capital Management
Florida
CFGS
49
Concourse Financial Group Securities
Alabama
Simplex Trading
50
Simplex Trading
Illinois