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Invesco Equal Weight 0-30 Year Treasury ETF

86 hedge funds and large institutions have $529M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 22

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

5% more funds holding

Funds holding: 8286 (+4)

5.6% less ownership

Funds ownership: 62.5%56.9% (-5.6%)

21% less capital invested

Capital invested by funds: $666M → $529M (-$137M)

21% less call options, than puts

Call options by funds: $1.61M | Put options by funds: $2.04M

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.13%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
12
Increased
44
Reduced
22
Closed
7
Calls
$1.61M
Puts
$2.04M
Net Calls
-$425K
Net Calls Change
+$9.28M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$108M +$20M +734,129 +23%
Invesco
2
Invesco
Georgia
$71.6M -$166M -6,109,949 -70%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$67.3M +$1.49M +54,698 +2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$28.5M +$1.84M +67,708 +7%
PAG
5
Private Advisor Group
New Jersey
$25.3M +$16.2M +595,715 +183%
SA
6
Stewardship Advisors
Pennsylvania
$20.1M -$95.2K -3,497 -0.5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$19.9M +$196K +7,207 +1%
Wells Fargo
8
Wells Fargo
California
$16.6M +$995K +36,557 +6%
PBF
9
Petix & Botte Financial
California
$12.5M +$1.8M +66,073 +17%
SIA
10
Spectrum Investment Advisors
Wisconsin
$11.8M +$292K +10,737 +3%
VA
11
VestGen Advisors
Illinois
$11.2M +$394K +14,481 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$10.5M +$1.82M +66,871 +21%
SA
13
Scarborough Advisors
Maryland
$8.79M -$2.65M -97,312 -23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.53M +$98.4K +3,618 +1%
IWC
15
Integrated Wealth Concepts
Massachusetts
$8.48M +$190K +6,975 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.07M +$803K +29,519 +11%
SWM
17
Schwallier Wealth Management
Michigan
$7.82M +$1.96M +72,043 +34%
GSIAS
18
Garden State Investment Advisory Services
New Jersey
$7.33M +$2.18M +79,953 +43%
FTUS
19
Flow Traders U.S.
New York
$6.98M -$774K -28,448 -10%
Morgan Stanley
20
Morgan Stanley
New York
$5.89M -$201K -7,369 -3%
TCWM
21
Total Clarity Wealth Management
Illinois
$5.62M +$1.82M +66,960 +49%
ATS
22
Ashton Thomas Securities
New York
$5.21M -$2.59M -95,253 -33%
CIA
23
Concurrent Investment Advisors
Florida
$5.13M +$511K +18,790 +11%
Bank of America
24
Bank of America
North Carolina
$4.85M -$859K -31,563 -15%
GIA
25
Gladstone Institutional Advisory
Florida
$4.09M +$784K +28,808 +24%

GOVI Hedge Fund Activity: Q2 2025 in Review

86 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) for Q2 2025, worth a combined $529M — down 21% from $666M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GOVI positions and 7 closed out — a net gain of 5 holders — while 44 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $20M. The largest seller was Invesco, cutting an estimated $166M.

  • 86 institutional investors held Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) as of Q2 2025, up from 82 in Q1 2025.
  • Funds reported $529M of Invesco Equal Weight 0-30 Year Treasury ETF stock for Q2 2025, down 21% quarter-over-quarter.
  • 12 funds opened new Invesco Equal Weight 0-30 Year Treasury ETF positions in Q2 2025 and 7 closed out, a net change of +5 holders.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF buyer in Q2 2025 was LPL Financial, an estimated $20M added.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF seller in Q2 2025 was Invesco, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.