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Invesco Equal Weight 0-30 Year Treasury ETF
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Overview Fund Activity

47 hedge funds and large institutions have $701M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
18
Reduced
8
Closed
4
Calls
$1.02M
Puts
$2.25M
Net Calls
-$1.23M
Net Calls Change
+$9.44M

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$113M
2
FWP
2
FAS Wealth Partners
Kansas
$55.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$33.1M
4
CWM
4
Campbell Wealth Management
Virginia
$18.3M
5
LPL Financial
5
LPL Financial
California
$41.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.39M
2
AWM
2
Activest Wealth Management
Florida
$0
3
AWA
3
Arete Wealth Advisors
Illinois
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.62M
5
SCA
5
Snowden Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$378M 14,085,884 +207,801 +1%
OWM
2
Orgel Wealth Management
Wisconsin
$113M 4,231,665 +4,231,665 New
FWP
3
FAS Wealth Partners
Kansas
$55.7M 2,076,945 +2,076,945 New
LPL Financial
4
LPL Financial
California
$41.7M 1,554,362 +377,050 +32%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$33.1M 1,233,736 +1,233,736 New
CWM
6
Campbell Wealth Management
Virginia
$18.3M 680,817 +680,817 New
Bank of America
7
Bank of America
North Carolina
$13.6M 508,500 +11,316 +2%
PAG
8
Private Advisor Group
New Jersey
$12.3M 459,543 +96,365 +27%
Wells Fargo
9
Wells Fargo
California
$7.22M 269,427 +106,526 +65%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.7M 212,613 +132,113 +164%
DAS
11
Dynamic Advisor Solutions
Arizona
$4.04M 150,735 +150,735 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.62M 97,523 -51,152 -34%
Jane Street
13
Jane Street
New York
$2.39M 89,081 -140,588 -61%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.53M 56,866 -14,191 -20%
PFS
15
Prospera Financial Services
Texas
$1.48M 55,335 +10,954 +25%
Morgan Stanley
16
Morgan Stanley
New York
$1.45M 54,147 +23,991 +80%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.39M 51,753 +9,968 +24%
UBS Group
18
UBS Group
Switzerland
$1.05M 39,252 +2,585 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$944K 35,221 +6,839 +24%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$875K 32,627 +6,689 +26%
PTC
21
Private Trust Company
Ohio
$465K 17,343 +3,288 +23%
AWS
22
Atria Wealth Solutions
New York
$437K 16,307 +1,065 +7%
SFS
23
Security Financial Services
Indiana
$433K 16,155 +6,306 +64%
PI
24
PFG Investments
New York
$428K 15,976 -528 -3%
SFG
25
Steward Financial Group
Texas
$409K 4,423 +4,423 New
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