We are live on ! Find out more
GOVI icon

Invesco Equal Weight 0-30 Year Treasury ETF

72 hedge funds and large institutions have $803M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more capital invested

Capital invested by funds: $584M → $803M (+$218M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 7172 (+1)

1.42% less ownership

Funds ownership: 89.56%88.14% (-1.4%)

99% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $130M

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
42
Reduced
11
Closed
9
Calls
$1.1M
Puts
$130M
Net Calls
-$129M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
51
Private Trust Company
Ohio
$246K -$73.1K -2,550 -23%
CFB
52
Cullen/Frost Bankers
Texas
$229K +$75.4K +2,629 +50%
SFA
53
Sequoia Financial Advisors
Ohio
$226K -$59.3K -2,067 -21%
CAL
54
Capital Analysts LLC
Pennsylvania
$223K +$22.2K +773 +11%
P
55
&Partners
Tennessee
$218K +$215K +7,479 New
BWM
56
Bulltick Wealth Management
Florida
$208K +$205K +7,157 New
CWP
57
Concord Wealth Partners
Virginia
$189K +$68.7K +2,397 +59%
HGERS
58
Householder Group Estate & Retirement Specialist
Arizona
$148K +$29.5K +1,027 +25%
DJSG
59
D.J. St. Germain
Massachusetts
$142K
AF
60
Advisornet Financial
Minnesota
$78.8K
HI
61
Harbour Investments
Wisconsin
$60.8K -$7.03K -245 -10%
Comerica Bank
62
Comerica Bank
Texas
$47K
NA
63
NewEdge Advisors
Louisiana
$31.9K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$17K -$17.2K -600 -50%
ACA
65
Aptus Capital Advisors
Alabama
$12.4K
GWANC
66
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.7K
WWMSC
67
Wagner Wealth Management (South Carolina)
South Carolina
$6.36K +$29 +1 +0.5%
CTB
68
Country Trust Bank
Illinois
$5.82K
Jones Financial Companies
69
Jones Financial Companies
Missouri
$4.7K
CFD
70
Creative Financial Designs
Indiana
$4.51K
CAS
71
Coppell Advisory Solutions
Texas
$3.01K +$3.1K +108 New
Fidelity Investments
72
Fidelity Investments
Massachusetts
$1.17K -$5.54K -193 -83%
ACA
73
Affinity Capital Advisors
California
-$5.29M -214,376 Closed
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
-$4.77M -172,804 Closed
FTUS
75
Flow Traders U.S.
New York
-$4.09M -148,083 Closed

GOVI Hedge Fund Activity: Q3 2024 in Review

72 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) for Q3 2024, worth a combined $803M — up 37% from $584M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GOVI positions and 9 closed out — a net gain of 1 holder — while 42 added to existing stakes and 11 trimmed.

The largest buyer was Invesco, adding an estimated $62.8M. The largest seller was Affinity Capital Advisors, exiting entirely with an estimated $5.29M sold.

  • 72 institutional investors held Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) as of Q3 2024, up from 71 in Q2 2024.
  • Funds reported $803M of Invesco Equal Weight 0-30 Year Treasury ETF stock for Q3 2024, up 37% quarter-over-quarter.
  • 10 funds opened new Invesco Equal Weight 0-30 Year Treasury ETF positions in Q3 2024 and 9 closed out, a net change of +1 holder.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF buyer in Q3 2024 was Invesco, an estimated $62.8M added.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF seller in Q3 2024 was Affinity Capital Advisors, an estimated $5.29M sold.

Based on aggregated 13F filings for Q3 2024.