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

59 hedge funds and large institutions have $635M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
21
Reduced
17
Closed
11
Calls
$1.85M
Puts
$595K
Net Calls
+$1.26M
Net Calls Change
-$126M

Top Buyers

1
ECM
Evergreen Capital Management
Washington
+$18.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.72M
4
Bank of America
Bank of America
North Carolina
+$5.43M
5
OWM
Orgel Wealth Management
Wisconsin
+$5M

Top Sellers

1
Invesco
Invesco
Georgia
-$89.5M
2
CWM
Campbell Wealth Management
Virginia
-$20.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.8M
4
LPL Financial
LPL Financial
California
-$12M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$265M -$89.5M -3,187,443 -25%
OWM
2
Orgel Wealth Management
Wisconsin
$125M +$5M +178,093 +4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$46.2M +$10.1M +360,607 +28%
LPL Financial
4
LPL Financial
California
$33M -$12M -425,578 -27%
Bank of America
5
Bank of America
North Carolina
$23.9M +$5.43M +193,224 +29%
ECM
6
Evergreen Capital Management
Washington
$18.9M +$18.9M +991,727 New
Wells Fargo
7
Wells Fargo
California
$16.6M +$199K +7,079 +1%
DAS
8
Dynamic Advisor Solutions
Arizona
$14.2M +$2.68M +95,506 +23%
SIA
9
Spectrum Investment Advisors
Wisconsin
$10M +$315K +11,209 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.12M +$6.72M +239,189 +279%
PAG
11
Private Advisor Group
New Jersey
$8.32M -$3.18M -113,248 -28%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.18M -$368K -13,104 -4%
SIM
13
Stratos Investment Management
Ohio
$6.2M +$783K +27,898 +14%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.79M +$4.79M +170,667 New
CAN
15
Cetera Advisor Networks
California
$4.69M +$4.69M +167,020 New
Osaic Holdings
16
Osaic Holdings
Arizona
$3.97M +$445K +15,852 +13%
SA
17
Stewardship Advisors
Pennsylvania
$3.87M +$3.87M +137,874 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.84M +$2.37M +84,459 +162%
IWC
19
Integrated Wealth Concepts
Massachusetts
$3.07M -$1.48M -52,617 -32%
AAS
20
Avantax Advisory Services
Texas
$2.73M +$2.73M +97,280 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.49M +$92.4K +3,291 +4%
SP
22
Sequent Planning
Nebraska
$2.27M +$2.27M +80,746 New
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$2.12M -$240K -8,541 -10%
AWA
24
Arete Wealth Advisors
Illinois
$1.66M +$236K +8,394 +17%
PFS
25
Prospera Financial Services
Texas
$1.63M +$40.5K +1,444 +3%
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