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

71 hedge funds and large institutions have $802M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
41
Reduced
11
Closed
9
Calls
$1.1M
Puts
$130M
Net Calls
-$129M
Net Calls Change
-$130M

Top Buyers

1
Invesco
1
Invesco
Georgia
$302M
2
LPL Financial
2
LPL Financial
California
$86.7M
3
Stifel Financial
3
Stifel Financial
Missouri
$12.8M
4
OWM
4
Orgel Wealth Management
Wisconsin
$143M
5
SA
5
Stewardship Advisors
Pennsylvania
$15.8M

Top Sellers

1
ACA
1
Affinity Capital Advisors
California
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
SP
4
Sequent Planning
Nebraska
$1.33M
5
UBS Group
5
UBS Group
Switzerland
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$302M 10,370,701 +2,190,888 +27%
OWM
2
Orgel Wealth Management
Wisconsin
$143M 4,901,615 +385,793 +9%
LPL Financial
3
LPL Financial
California
$86.7M 2,981,166 +1,977,574 +197%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$53.7M 1,845,574 +84,046 +5%
Bank of America
5
Bank of America
North Carolina
$26.6M 915,305 +30,340 +3%
DAS
6
Dynamic Advisor Solutions
Arizona
$22.9M 786,972 +244,179 +45%
SA
7
Stewardship Advisors
Pennsylvania
$15.8M 541,692 +334,178 +161%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14M 482,256 +160,950 +50%
Stifel Financial
9
Stifel Financial
Missouri
$12.8M 438,519 +438,519 New
Wells Fargo
10
Wells Fargo
California
$12.6M 434,041 +76,025 +21%
SIM
11
Stratos Investment Management
Ohio
$12.1M 416,841 +192,452 +86%
SIA
12
Spectrum Investment Advisors
Wisconsin
$11.6M 397,427 +7,668 +2%
IWC
13
Integrated Wealth Concepts
Massachusetts
$9.35M 321,439 +209,127 +186%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.19M 281,707 -6,233 -2%
ATS
15
Ashton Thomas Securities
New York
$7.21M 247,990 +155,311 +168%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.03M 207,507 +46,673 +29%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.63M 193,536 +53,151 +38%
SW
18
Simplicity Wealth
New Jersey
$5.45M 187,519 +56,180 +43%
PAG
19
Private Advisor Group
New Jersey
$5.03M 173,054 +6,513 +4%
AAS
20
Asset Allocation Strategies
Michigan
$4.77M 164,127 +155,352 +1,770%
AAS
21
Avantax Advisory Services
Texas
$3.19M 109,827 +24,206 +28%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.12M 107,202 +13,629 +15%
Morgan Stanley
23
Morgan Stanley
New York
$2.79M 95,796 +10,665 +13%
CIA
24
Concurrent Investment Advisors
Florida
$2.61M 89,745 +35,038 +64%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.92M 65,922 -3,482 -5%
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