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Invesco Equal Weight 0-30 Year Treasury ETF

82 hedge funds and large institutions have $666M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $591M → $666M (+$74.9M)

2.87% more ownership

Funds ownership: 59.63%62.5% (+2.9%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 8282 (0)

91% less call options, than puts

Call options by funds: $906K | Put options by funds: $10.6M

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
31
Reduced
27
Closed
16
Calls
$906K
Puts
$10.6M
Net Calls
-$9.71M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$243M -$1.07M -39,259 -0.4%
LPL Financial
2
LPL Financial
California
$89.1M +$4.4M +160,646 +5%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$66.6M +$11.9M +434,319 +22%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$27M +$26.5M +969,869 New
SA
5
Stewardship Advisors
Pennsylvania
$20.4M +$4.23M +154,505 +27%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$19.9M +$6.35M +231,960 +48%
Wells Fargo
7
Wells Fargo
California
$15.8M +$1.9M +69,500 +14%
SIA
8
Spectrum Investment Advisors
Wisconsin
$11.6M +$504K +18,428 +5%
SA
9
Scarborough Advisors
Maryland
$11.6M +$505K +18,448 +5%
VA
10
VestGen Advisors
Illinois
$10.9M +$10.7M +392,089 New
PBF
11
Petix & Botte Financial
California
$10.8M +$3.18M +116,290 +43%
PAG
12
Private Advisor Group
New Jersey
$9.04M +$209K +7,649 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.81M -$8.67M -316,847 -50%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.54M +$519K +18,953 +7%
IWC
15
Integrated Wealth Concepts
Massachusetts
$8.4M -$405K -14,805 -5%
AAS
16
Asset Allocation Strategies
Michigan
$7.99M +$7.86M +287,051 New
ATS
17
Ashton Thomas Securities
New York
$7.93M +$864K +31,568 +12%
FTUS
18
Flow Traders U.S.
New York
$7.86M +$588K +21,479 +8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$7.35M +$1.6M +58,440 +28%
Morgan Stanley
20
Morgan Stanley
New York
$6.17M +$3.39M +123,972 +127%
SW
21
Simplicity Wealth
New Jersey
$5.92M +$5.82M +212,762 New
SWM
22
Schwallier Wealth Management
Michigan
$5.92M +$5.82M +212,745 New
Bank of America
23
Bank of America
North Carolina
$5.79M +$847K +30,969 +17%
GSIAS
24
Garden State Investment Advisory Services
New Jersey
$5.2M +$5.11M +186,911 New
CIA
25
Concurrent Investment Advisors
Florida
$4.67M +$656K +23,958 +17%

GOVI Hedge Fund Activity: Q1 2025 in Review

82 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) for Q1 2025, worth a combined $666M — up 13% from $591M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new GOVI positions and 16 closed out — a net gain of 1 holder — while 31 added to existing stakes and 27 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $26.5M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $19.2M.

  • 82 institutional investors held Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $666M of Invesco Equal Weight 0-30 Year Treasury ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 17 funds opened new Invesco Equal Weight 0-30 Year Treasury ETF positions in Q1 2025 and 16 closed out, a net change of +1 holder.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $26.5M added.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF seller in Q1 2025 was Dynamic Advisor Solutions, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2025.