Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
49 hedge funds and large institutions have $74.4M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 15 closing their positions.
21% more call options, than puts
Call options by funds: $3.47M | Put options by funds: $2.87M
5.27% more ownership
Funds ownership: 57.14% → 62.41% (+5.3%)
13% less funds holding
Funds holding: 56 → 49 (-7)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
33% less capital invested
Capital invested by funds: $111M → $74.4M (-$36.7M)
47% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$12.2M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$1.31M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$675K |
| 4 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
+$509K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$11M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.12M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.8M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$4.95M |
| 5 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$4.03M |
GOVI Hedge Fund Activity: Q4 2020 in Review
49 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) for Q4 2020, worth a combined $74.4M — down 33% from $111M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of GOVI and 8 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 14 added.
The largest buyer was Bank Julius Baer & Co, opening a new position worth an estimated $12.2M. The largest seller was LPL Financial, cutting an estimated $11M.
- 49 institutional investors held Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) as of Q4 2020, down from 56 in Q3 2020.
- Funds reported $74.4M of Invesco Equal Weight 0-30 Year Treasury ETF stock for Q4 2020, down 33% quarter-over-quarter.
- 8 funds opened new Invesco Equal Weight 0-30 Year Treasury ETF positions in Q4 2020 and 15 closed out, a net change of -7 holders.
- The largest Invesco Equal Weight 0-30 Year Treasury ETF buyer in Q4 2020 was Bank Julius Baer & Co, an estimated $12.2M added.
- The largest Invesco Equal Weight 0-30 Year Treasury ETF seller in Q4 2020 was LPL Financial, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2020.