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Invesco Equal Weight 0-30 Year Treasury ETF

82 hedge funds and large institutions have $666M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $591M → $666M (+$74.9M)

2.87% more ownership

Funds ownership: 59.63%62.5% (+2.9%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 8282 (0)

91% less call options, than puts

Call options by funds: $906K | Put options by funds: $10.6M

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
31
Reduced
27
Closed
16
Calls
$906K
Puts
$10.6M
Net Calls
-$9.71M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$3.72M +$649K +23,724 +22%
TCWM
27
Total Clarity Wealth Management
Illinois
$3.72M -$43.5K -1,589 -1%
KAS
28
Kestra Advisory Services
Texas
$3.7M +$420K +15,364 +35%
GIA
29
Gladstone Institutional Advisory
Florida
$3.35M +$3.29M +120,254 New
DAS
30
Dynamic Advisor Solutions
Arizona
$2.91M -$19.2M -700,055 -87%
AAS
31
Avantax Advisory Services
Texas
$2.14M -$1.85M -67,527 -47%
PFG
32
PAX Financial Group
Texas
$2.07M +$441K +16,128 +28%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$1.64M -$35.5K -1,296 -2%
EFG
34
Elios Financial Group
Ohio
$1.28M +$122K +4,459 +11%
AWA
35
Arete Wealth Advisors
Illinois
$1.27M -$357K -13,035 -22%
KPWS
36
Kestra Private Wealth Services
Texas
$1.16M +$1.14M +41,528 New
SP
37
Sequent Planning
Nebraska
$986K -$267K -9,761 -22%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$955K +$241K +8,821 +35%
UBS Group
39
UBS Group
Switzerland
$857K -$477K -17,443 -36%
PFS
40
Prospera Financial Services
Texas
$771K -$851K -31,102 -53%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$739K -$5.75K -210 -0.8%
PI
42
PFG Investments
New York
$689K +$307K +11,235 +83%
AWS
43
Atria Wealth Solutions
New York
$688K +$9.28K +339 +1%
MML Investors Services
44
MML Investors Services
Massachusetts
$592K -$16.2K -592 -3%
AW
45
Alteri Wealth
California
$516K +$299K +10,918 +143%
PS
46
Principal Securities
Iowa
$501K
SWM
47
Spire Wealth Management
Virginia
$492K +$484K +17,700 New
WIA
48
World Investment Advisors
California
$455K +$29.5K +1,079 +7%
SFS
49
Sowell Financial Services
Arkansas
$424K +$103K +3,781 +33%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$406K +$123K +4,504 +44%

GOVI Hedge Fund Activity: Q1 2025 in Review

82 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) for Q1 2025, worth a combined $666M — up 13% from $591M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new GOVI positions and 16 closed out — a net gain of 1 holder — while 31 added to existing stakes and 27 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $26.5M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $19.2M.

  • 82 institutional investors held Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $666M of Invesco Equal Weight 0-30 Year Treasury ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 17 funds opened new Invesco Equal Weight 0-30 Year Treasury ETF positions in Q1 2025 and 16 closed out, a net change of +1 holder.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $26.5M added.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF seller in Q1 2025 was Dynamic Advisor Solutions, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2025.