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Invesco Equal Weight 0-30 Year Treasury ETF

57 hedge funds and large institutions have $119M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

62% more capital invested

Capital invested by funds: $73.5M → $119M (+$45.8M)

36% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $2.14M

19% more funds holding

Funds holding: 4857 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.31% less ownership

Funds ownership: 53.09%51.78% (-1.3%)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
21
Reduced
7
Closed
13
Calls
$2.9M
Puts
$2.14M
Net Calls
+$763K
Net Calls Change
+$444K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$21K
FMII
52
Farmers & Merchants Investments Inc
Nebraska
$13K +$12.6K +320 New
AIP
53
Ameritas Investment Partners
Nebraska
$10K
BlackRock
54
BlackRock
New York
$5K
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$3K +$3.15K +80 New
Fidelity Investments
56
Fidelity Investments
Massachusetts
$2K -$79 -2 -5%
GI
57
Gradient Investments
Minnesota
$1K +$631 +16 New
CCP
58
Cardan Capital Partners
Colorado
-$6.67M -169,358 Closed
QWM
59
QP Wealth Management
New Jersey
-$2.51M -90,745 Closed
PI
60
PFS Investments
Georgia
-$3.25M -82,625 Closed
LWAC
61
Laurel Wealth Advisors (California)
California
-$1.44M -36,509 Closed
FAAS
62
First Allied Advisory Services
California
-$1.31M -33,272 Closed
BFEC
63
Benjamin F. Edwards & Company
Missouri
-$991K -25,178 Closed
AFP
64
Ausdal Financial Partners
Iowa
-$721K -18,087 Closed
SC
65
Slow Capital
California
-$405K -10,294 Closed
AA
66
Ancora Advisors
Ohio
-$1.71M -8,997 Closed
CFGS
67
Concourse Financial Group Securities
Alabama
-$130K -3,291 Closed
PCM
68
Penserra Capital Management
California
-$47K -1,206 Closed
OFG
69
OmniStar Financial Group
North Carolina
-$31K -784 Closed
ASN
70
Advisory Services Network
Georgia
-$1K -23 Closed

GOVI Hedge Fund Activity: Q2 2020 in Review

57 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) for Q2 2020, worth a combined $119M — up 62% from $73.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GOVI positions and 13 closed out — a net gain of 9 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Piershale Financial Group, opening a new position worth an estimated $21.1M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $6.67M sold.

  • 57 institutional investors held Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) as of Q2 2020, up from 48 in Q1 2020.
  • Funds reported $119M of Invesco Equal Weight 0-30 Year Treasury ETF stock for Q2 2020, up 62% quarter-over-quarter.
  • 22 funds opened new Invesco Equal Weight 0-30 Year Treasury ETF positions in Q2 2020 and 13 closed out, a net change of +9 holders.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF buyer in Q2 2020 was Piershale Financial Group, an estimated $21.1M added.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF seller in Q2 2020 was Cardan Capital Partners, an estimated $6.67M sold.

Based on aggregated 13F filings for Q2 2020.