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Invesco Equal Weight 0-30 Year Treasury ETF
GOVI

Overview Fund Activity

38 hedge funds and large institutions have $535M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 12 closing their positions.

Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
8
Closed
12
Calls
$1.1M
Puts
$11.8M
Net Calls
-$10.7M
Net Calls Change
-$10.7M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$34.3M
2
Jane Street
2
Jane Street
New York
$6.7M
3
PAG
3
Private Advisor Group
New Jersey
$10.6M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.34M
5
AWM
5
Activest Wealth Management
Florida
$1.46M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$0
2
GIA
2
Gladstone Institutional Advisory
Florida
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.35M
4
KW
4
KWB Wealth
California
$0
5
Wells Fargo
5
Wells Fargo
California
$4.75M
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
26
Concord Wealth Partners
Virginia
$292K 10,000 +658 +7%
SFS
27
Security Financial Services
Indiana
$287K 9,849 +9,849 New
BCM
28
Brookstone Capital Management
Illinois
$279K 9,789 +2,065 +27%
DJSG
29
D.J. St. Germain
Massachusetts
$257K 8,811 +8,811 New
GWM
30
Geneos Wealth Management
Colorado
$244K 8,353 +8,353 New
AF
31
Advisornet Financial
Minnesota
$189K 6,476 +6,476 New
HI
32
Harbour Investments
Wisconsin
$52.3K 1,793 – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$40K 1,372 -3,554 -72%
NA
34
NewEdge Advisors
Louisiana
$36.3K 1,246 -60 -5%
IA
35
IFP Advisors
Florida
$24.7K 846 – –
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$8.75K 300 – –
VWM
37
Valley Wealth Managers
New Jersey
$7.53K 258 -72 -22%
PFG
38
Piershale Financial Group
Illinois
$5.34K 183 – –
FWP
39
FAS Wealth Partners
Kansas
– – -1,942,160 Closed
GIA
40
Gladstone Institutional Advisory
Florida
– – -306,055 Closed
KW
41
KWB Wealth
California
– – -116,005 Closed
CAS
42
Coppell Advisory Solutions
Texas
– – -48,942 Closed
CWM
43
Centurion Wealth Management
Virginia
– – -19,842 Closed
Citadel Advisors
44
Citadel Advisors
Florida
– – -10,760 Closed
Bessemer Group
45
Bessemer Group
New Jersey
– – -2,075 Closed
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
– – -860 Closed
BAM
47
Belpointe Asset Management
Nevada
– – -807 Closed
KM
48
Kalos Management
Georgia
– – -383 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
– – -67 Closed
NFSG
50
Newbridge Financial Services Group
Florida
– – -61 Closed
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