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Invesco Equal Weight 0-30 Year Treasury ETF

21 hedge funds and large institutions have $110M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 2221 (-1)

7.11% less ownership

Funds ownership: 82.67%75.56% (-7.1%)

28% less capital invested

Capital invested by funds: $152M → $110M (-$42.1M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

68% less call options, than puts

Call options by funds: $16K | Put options by funds: $50K

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
9
Closed
3
Calls
$16K
Puts
$50K
Net Calls
-$34K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$67.7M -$38.1M -1,213,121 -36%
PI
2
PFS Investments
Georgia
$24.5M +$5.18M +164,754 +27%
CCP
3
Cardan Capital Partners
Colorado
$4.63M -$127K -4,053 -3%
Morgan Stanley
4
Morgan Stanley
New York
$2.54M +$19.6K +623 +0.8%
LPL Financial
5
LPL Financial
California
$2.08M -$78.8K -2,506 -4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.57M +$551K +17,521 +55%
FTUS
7
Flow Traders U.S.
New York
$1.19M +$1.18M +37,476 New
UBS Group
8
UBS Group
Switzerland
$1.05M -$2.59M -82,281 -71%
SG Americas Securities
9
SG Americas Securities
New York
$1.05M
Bank of America
10
Bank of America
North Carolina
$682K -$3.46M -110,002 -84%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$673K -$1.06M -33,682 -61%
DJSG
12
D.J. St. Germain
Massachusetts
$618K +$7.23K +230 +1%
Wolverine Trading
13
Wolverine Trading
Illinois
$602K
Wells Fargo
14
Wells Fargo
California
$468K -$14.9K -473 -3%
RJA
15
Raymond James & Associates
Florida
$457K +$88K +2,800 +24%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$294K -$20.5K -653 -7%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$142K
AG
18
Advisor Group
Arizona
$34K -$21.1K -670 -39%
FHA
19
Flagship Harbor Advisors
Massachusetts
$12K +$12.6K +400 New
NWM
20
Northwest Wealth Management
Iowa
$4K
Jane Street
21
Jane Street
New York
-$3.01M -94,397 Closed
OIA
22
Optimum Investment Advisors
Illinois
-$32K -1,000 Closed
SWP
23
Stratos Wealth Partners
Ohio
-$3K -95 Closed

GOVI Hedge Fund Activity: Q2 2018 in Review

21 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) for Q2 2018, worth a combined $110M — down 28% from $152M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of GOVI and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 5 added.

The largest buyer was PFS Investments, adding an estimated $5.18M. The largest seller was Invesco, cutting an estimated $38.1M.

  • 21 institutional investors held Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) as of Q2 2018, down from 22 in Q1 2018.
  • Funds reported $110M of Invesco Equal Weight 0-30 Year Treasury ETF stock for Q2 2018, down 28% quarter-over-quarter.
  • 2 funds opened new Invesco Equal Weight 0-30 Year Treasury ETF positions in Q2 2018 and 3 closed out, a net change of -1 holder.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF buyer in Q2 2018 was PFS Investments, an estimated $5.18M added.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF seller in Q2 2018 was Invesco, an estimated $38.1M sold.

Based on aggregated 13F filings for Q2 2018.