Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
47 hedge funds and large institutions have $701M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
31% more capital invested
Capital invested by funds: $535M → $701M (+$166M)
28.26% more ownership
Funds ownership: 81.99% → 110.25% (+28%)
24% more funds holding
Funds holding: 38 → 47 (+9)
55% less call options, than puts
Call options by funds: $1.02M | Put options by funds: $2.25M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$119M |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$58.4M |
| 3 |
Bank of New York Mellon
New York
|
+$34.7M |
| 4 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
+$19.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.95M |
| 2 |
AWM
Activest Wealth Management
Aventure,
Florida
|
-$1.46M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.44M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.44M |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$763K |
GOVI Hedge Fund Activity: Q3 2023 in Review
47 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) for Q3 2023, worth a combined $701M — up 31% from $535M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new GOVI positions and 4 closed out — a net gain of 11 holders — while 18 added to existing stakes and 8 trimmed.
The largest buyer was Orgel Wealth Management, opening a new position worth an estimated $119M. The largest seller was Jane Street, cutting an estimated $3.95M.
- 47 institutional investors held Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) as of Q3 2023, up from 38 in Q2 2023.
- Funds reported $701M of Invesco Equal Weight 0-30 Year Treasury ETF stock for Q3 2023, up 31% quarter-over-quarter.
- 15 funds opened new Invesco Equal Weight 0-30 Year Treasury ETF positions in Q3 2023 and 4 closed out, a net change of +11 holders.
- The largest Invesco Equal Weight 0-30 Year Treasury ETF buyer in Q3 2023 was Orgel Wealth Management, an estimated $119M added.
- The largest Invesco Equal Weight 0-30 Year Treasury ETF seller in Q3 2023 was Jane Street, an estimated $3.95M sold.
Based on aggregated 13F filings for Q3 2023.