GOVI icon

Invesco Equal Weight 0-30 Year Treasury ETF

56 hedge funds and large institutions have $743M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
56
Holders Change
+9
Holders Change %
+19.15%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
20
Reduced
12
Closed
10
Calls
$130M
Puts
$1.83M
Net Calls
+$128M
Net Calls Change
+$129M
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$364M 12,641,611 -1,444,273 -10%
OWM
2
Orgel Wealth Management
Wisconsin
$123M 4,264,279 +32,614 +0.8%
LPL Financial
3
LPL Financial
California
$46.1M 1,599,407 +45,045 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$37.1M 1,286,273 +52,537 +4%
CWM
5
Campbell Wealth Management
Virginia
$20.2M 700,663 +19,846 +3%
Bank of America
6
Bank of America
North Carolina
$19M 659,545 +151,045 +30%
Wells Fargo
7
Wells Fargo
California
$16.9M 584,463 +315,036 +117%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$16.8M 581,825 +581,825 New
PAG
9
Private Advisor Group
New Jersey
$11.8M 409,710 -49,833 -11%
DAS
10
Dynamic Advisor Solutions
Arizona
$11.6M 408,424 +257,689 +171%
SIA
11
Spectrum Investment Advisors
Wisconsin
$9.97M 345,766 +345,766 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.77M 304,236 +247,370 +435%
RWA
13
Redhawk Wealth Advisors
Minnesota
$7.08M 245,729 +245,729 New
SIM
14
Stratos Investment Management
Ohio
$5.56M 192,731 +192,731 New
IWC
15
Integrated Wealth Concepts
Massachusetts
$4.67M 162,080 +162,080 New
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$4.56M 158,047 +158,047 New
FCBT
17
First Citizens Bank & Trust
North Carolina
$4.5M 156,017 +156,017 New
Osaic Holdings
18
Osaic Holdings
Arizona
$3.62M 125,598 -87,015 -41%
RPSA
19
Richard P. Slaughter Associates
Texas
$2.75M 95,382 +95,382 New
Morgan Stanley
20
Morgan Stanley
New York
$2.51M 87,046 +32,899 +61%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.47M 85,619 +33,866 +65%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.46M 85,192 -12,331 -13%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$2.43M 84,150 +84,150 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.35M 81,578 +72,452 +794%
PFS
25
Prospera Financial Services
Texas
$1.63M 56,478 +1,143 +2%