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Invesco Equal Weight 0-30 Year Treasury ETF
GOVI

Overview Fund Activity

59 hedge funds and large institutions have $635M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
21
Reduced
17
Closed
11
Calls
$1.85M
Puts
$595K
Net Calls
+$1.26M
Net Calls Change
-$126M

Top Buyers

1
ECM
Evergreen Capital Management
Washington
+$18.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.72M
4
Bank of America
Bank of America
North Carolina
+$5.43M
5
OWM
Orgel Wealth Management
Wisconsin
+$5M

Top Sellers

1
Invesco
Invesco
Georgia
-$89.5M
2
CWM
Campbell Wealth Management
Virginia
-$20.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.8M
4
LPL Financial
LPL Financial
California
-$12M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.57M -$879K -31,312 -36%
AWS
27
Atria Wealth Solutions
New York
$1.49M +$923K +32,886 +163%
UBS Group
28
UBS Group
Switzerland
$1.37M +$246K +8,751 +22%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$1.23M -$3.76K -134 -0.3%
Citadel Advisors
30
Citadel Advisors
Florida
$1.2M +$1.2M +42,658 New
SW
31
Simplicity Wealth
New Jersey
$1.18M +$712K +25,351 +153%
FWP
32
FAS Wealth Partners
Kansas
$587K +$489K +17,426 +501%
PI
33
PFG Investments
New York
$434K +$434K +15,452 New
PS
34
Principal Securities
Iowa
$420K +$420K +14,958 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$362K -$1.93M -68,678 -84%
SFS
36
Security Financial Services
Indiana
$356K -$45.7K -1,627 -11%
PTC
37
Private Trust Company
Ohio
$353K -$42.7K -1,521 -11%
RPSA
38
Richard P. Slaughter Associates
Texas
$346K -$2.33M -83,043 -87%
CIA
39
Concurrent Investment Advisors
Florida
$341K +$341K +12,161 New
MML Investors Services
40
MML Investors Services
Massachusetts
$339K +$339K +12,066 New
BCM
41
Brookstone Capital Management
Illinois
$289K +$2.13K +76 +0.7%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$240K -$4.2M -149,493 -95%
KWM
43
Kingsview Wealth Management
Oregon
$205K -$89.5K -3,189 -30%
BWM
44
Bulltick Wealth Management
Florida
$201K +$201K +7,157 New
DJSG
45
D.J. St. Germain
Massachusetts
$137K -$42.8K -1,525 -24%
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
$125K +$4.16K +148 +3%
CWP
47
Concord Wealth Partners
Virginia
$116K +$108K +3,843 +1,377%
AF
48
Advisornet Financial
Minnesota
$76.1K – – –
Comerica Bank
49
Comerica Bank
Texas
$69.4K – – –
HI
50
Harbour Investments
Wisconsin
$65.6K +$15.3K +544 +30%
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