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Invesco Equal Weight 0-30 Year Treasury ETF
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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 %
GWM
51
Geneos Wealth Management
Colorado
$56K -$297K -10,588 -84%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
NA
53
NewEdge Advisors
Louisiana
$30.8K -$4.21K -150 -12%
ACA
54
Aptus Capital Advisors
Alabama
$23.4K – – –
GWANC
55
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.4K – – –
T
56
Tidemark
California
$10.7K – – –
WWM
57
Wagner Wealth Management
South Carolina
$6.12K +$6.12K +218 New
CTB
58
Country Trust Bank
Illinois
$5.62K +$5.62K +200 New
CFD
59
Creative Financial Designs
Indiana
$4.35K +$4.35K +155 New
CWM
60
Campbell Wealth Management
Virginia
– -$20.2M -700,663 Closed
RJFSA
61
Raymond James Financial Services Advisors
Florida
– -$16.8M -581,825 Closed
RWA
62
Redhawk Wealth Advisors
Minnesota
– -$7.08M -245,729 Closed
FCBT
63
First Citizens Bank & Trust
North Carolina
– -$4.5M -156,017 Closed
PFG
64
PAX Financial Group
Texas
– -$803K -28,633 Closed
CFS
65
Commonwealth Financial Services
West Virginia
– -$469K -8,813 Closed
MWM
66
Mission Wealth Management
California
– -$204K -4,083 Closed
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
– -$8.61K -300 Closed
VWM
68
Valley Wealth Managers
New Jersey
– -$7.44K -258 Closed
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
– -$5.81K -202 Closed
IBOK
70
Independence Bank of Kentucky
Kentucky
– -$2.62K -91 Closed
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