Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
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.
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: 2 → 3 (+1)
50% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 22
14% more funds holding
Funds holding: 72 → 82 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.3M |
| 2 |
SA
Scarborough Advisors
Annapolis,
Maryland
|
+$11.1M |
| 3 |
PBF
Petix & Botte Financial
La Mesa,
California
|
+$7.57M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$7.27M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$136M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$20.6M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$12.8M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$5.45M |
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.