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Invesco Equal Weight 0-30 Year Treasury ETF

82 hedge funds and large institutions have $516M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

35% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 40

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.02M
Puts
$2.68M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$109M
Bank of New York Mellon
2
Bank of New York Mellon
New York
$68M
Invesco
3
Invesco
Georgia
$65.1M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$25.7M
PAG
5
Private Advisor Group
New Jersey
$18.5M
SA
6
Scarborough Advisors
Maryland
$18.2M
Wells Fargo
7
Wells Fargo
California
$16.8M
PBF
8
Petix & Botte Financial
California
$16.6M
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8M
SIA
10
Spectrum Investment Advisors
Wisconsin
$12.5M
Osaic Holdings
11
Osaic Holdings
Arizona
$12.5M
SA
12
Stewardship Advisors
Pennsylvania
$10.4M
AAS
13
Asset Allocation Strategies
Michigan
$9.38M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.55M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.49M
SWM
16
Schwallier Wealth Management
Michigan
$8.38M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.13M
Morgan Stanley
18
Morgan Stanley
New York
$6.15M
IWC
19
Integrated Wealth Concepts
Massachusetts
$6.04M
KAS
20
Kestra Advisory Services
Texas
$5.75M
ATS
21
Ashton Thomas Securities
New York
$4.7M
GIA
22
Gladstone Institutional Advisory
Florida
$4.22M
CIA
23
Concurrent Investment Advisors
Florida
$4.17M
GSIAS
24
Garden State Investment Advisory Services
New Jersey
$4.06M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.04M