Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
38 hedge funds and large institutions have $535M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 12 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
9% less capital invested
Capital invested by funds: $588M → $535M (-$52.9M)
11.52% less ownership
Funds ownership: 93.51% → 81.99% (-12%)
12% less funds holding
Funds holding: 43 → 38 (-5)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
91% less call options, than puts
Call options by funds: $1.1M | Put options by funds: $11.8M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$17.2M |
| 2 |
Jane Street
New York
|
+$6.27M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$5.25M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.4M |
| 5 |
AWM
Activest Wealth Management
Aventure,
Florida
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$58.2M |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$9.17M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.87M |
| 4 |
KW
KWB Wealth
Redlands,
California
|
-$2.68M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.57M |
GOVI Hedge Fund Activity: Q2 2023 in Review
38 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) for Q2 2023, worth a combined $535M — down 9% from $588M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of GOVI and 9 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 17 added.
The largest buyer was LPL Financial, adding an estimated $17.2M. The largest seller was FAS Wealth Partners, exiting entirely with an estimated $58.2M sold.
- 38 institutional investors held Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) as of Q2 2023, down from 43 in Q1 2023.
- Funds reported $535M of Invesco Equal Weight 0-30 Year Treasury ETF stock for Q2 2023, down 9% quarter-over-quarter.
- 9 funds opened new Invesco Equal Weight 0-30 Year Treasury ETF positions in Q2 2023 and 12 closed out, a net change of -3 holders.
- The largest Invesco Equal Weight 0-30 Year Treasury ETF buyer in Q2 2023 was LPL Financial, an estimated $17.2M added.
- The largest Invesco Equal Weight 0-30 Year Treasury ETF seller in Q2 2023 was FAS Wealth Partners, an estimated $58.2M sold.
Based on aggregated 13F filings for Q2 2023.