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Invesco Equal Weight 0-30 Year Treasury ETF

43 hedge funds and large institutions have $587M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
20
Reduced
10
Closed
4
Calls
$2.22M
Puts
$2.21M
Net Calls
+$14K
Net Calls Change
-$735K
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$416M 13,885,820 +318,496 +2%
FWP
2
FAS Wealth Partners
Kansas
$58.2M 1,942,160 +1,853,469 +2,090%
PI
3
PFS Investments
Georgia
$36.6M 1,199,382 -240,492 -17%
LPL Financial
4
LPL Financial
California
$17.8M 595,421 +361,394 +154%
Bank of America
5
Bank of America
North Carolina
$14.4M 480,313 -2,947 -0.6%
GIA
6
Gladstone Institutional Advisory
Florida
$9.17M 306,055 +306,055 New
Wells Fargo
7
Wells Fargo
California
$7.49M 249,942 -19,727 -7%
PAG
8
Private Advisor Group
New Jersey
$5.56M 185,521 +31,067 +20%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.31M 177,386 +135,549 +324%
KW
10
KWB Wealth
California
$2.68M 116,005 +3,907 +3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.2M 73,458 +56,836 +342%
CAS
12
Coppell Advisory Solutions
Texas
$1.45M 48,942 +2,726 +6%
CASC
13
Coppell Advisory Solutions Corp
Texas
$1.45M 48,942 +2,726 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.31M 43,707 +4,300 +11%
UBS Group
15
UBS Group
Switzerland
$1.01M 33,853 +1,010 +3%
CWM
16
Centurion Wealth Management
Virginia
$942K 19,842 +3,872 +24%
Morgan Stanley
17
Morgan Stanley
New York
$852K 28,439 +941 +3%
SCA
18
Snowden Capital Advisors
New York
$681K 22,724 +7,975 +54%
Jane Street
19
Jane Street
New York
$528K 17,618 -114,196 -87%
PI
20
PFG Investments
New York
$499K 16,660 +16,660 New
AWS
21
Atria Wealth Solutions
New York
$437K 14,587 +3,067 +27%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$362K 12,097 +2,799 +30%
KWM
23
Kingsview Wealth Management
Oregon
$332K 11,081 +3,765 +51%
Citadel Advisors
24
Citadel Advisors
Florida
$322K 10,760 +10,760 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$318K 10,630 +2,706 +34%