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Invesco Equal Weight 0-30 Year Treasury ETF

82 hedge funds and large institutions have $591M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

14% more funds holding

Funds holding: 7282 (+10)

26% less capital invested

Capital invested by funds: $803M → $591M (-$212M)

28.51% less ownership

Funds ownership: 88.14%59.63% (-29%)

98% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $131M

Holders
82
Holders Change
+10
Holders Change %
+13.89%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
33
Reduced
22
Closed
12
Calls
$2.27M
Puts
$131M
Net Calls
-$129M
Net Calls Change
-$481K
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
51
Two Sigma Securities
New York
$388K +$400K +14,338 New
RWM
52
Riverbend Wealth Management
South Carolina
$385K +$396K +14,203 New
PI
53
PFG Investments
New York
$365K -$12.2K -436 -3%
OWM
54
Orgel Wealth Management
Wisconsin
$354K -$136M -4,888,526 -100%
SFS
55
Sowell Financial Services
Arkansas
$310K +$319K +11,452 New
GS
56
GTS Securities
New York
$293K +$302K +10,829 New
BCM
57
Brookstone Capital Management
Illinois
$286K +$30.9K +1,109 +12%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$275K +$279K +10,023 +6,225%
PTC
59
Private Trust Company
Ohio
$245K +$16.8K +603 +7%
WWM
60
Whalen Wealth Management
Nevada
$228K +$47.2K +1,694 New
P
61
&Partners
Tennessee
$218K +$16.2K +582 +8%
Raymond James Financial
62
Raymond James Financial
Florida
$216K +$223K +8,006 New
CFB
63
Cullen/Frost Bankers
Texas
$215K +$2.03K +73 +0.9%
SFA
64
Sequoia Financial Advisors
Ohio
$210K +$84 +3 +0%
AW
65
Alteri Wealth
California
$206K +$212K +7,618 New
CAL
66
Capital Analysts LLC
Pennsylvania
$194K -$14.1K -506 -7%
CWP
67
Concord Wealth Partners
Virginia
$188K +$12.8K +459 +7%
DJSG
68
D.J. St. Germain
Massachusetts
$132K
FWP
69
FAS Wealth Partners
Kansas
$121K -$493K -17,690 -80%
AWM
70
AE Wealth Management
Kansas
$89.5K +$92.3K +3,311 New
JP Morgan Chase
71
JP Morgan Chase
New York
$72.5K -$377K -13,523 -83%
HI
72
Harbour Investments
Wisconsin
$56.8K +$251 +9 +0.4%
Comerica Bank
73
Comerica Bank
Texas
$43.7K
EPAM
74
Evelyn Partners Asset Management
$40K +$41.2K +1,479 New
NA
75
NewEdge Advisors
Louisiana
$34.1K +$4.57K +164 +15%

GOVI Hedge Fund Activity: Q4 2024 in Review

82 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) for Q4 2024, worth a combined $591M — down 26% from $803M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GOVI positions and 12 closed out — a net gain of 10 holders — while 33 added to existing stakes and 22 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $12.3M. The largest seller was Orgel Wealth Management, cutting an estimated $136M.

  • 82 institutional investors held Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) as of Q4 2024, up from 72 in Q3 2024.
  • Funds reported $591M of Invesco Equal Weight 0-30 Year Treasury ETF stock for Q4 2024, down 26% quarter-over-quarter.
  • 22 funds opened new Invesco Equal Weight 0-30 Year Treasury ETF positions in Q4 2024 and 12 closed out, a net change of +10 holders.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF buyer in Q4 2024 was Osaic Holdings, an estimated $12.3M added.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF seller in Q4 2024 was Orgel Wealth Management, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2024.