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Invesco Equal Weight 0-30 Year Treasury ETF

84 hedge funds and large institutions have $519M invested in Invesco Equal Weight 0-30 Year Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $4.02M | Put options by funds: $2.68M

3% less funds holding

Funds holding: 8784 (-3)

7.89% less ownership

Funds ownership: 66.6%58.71% (-7.9%)

27% less capital invested

Capital invested by funds: $711M → $519M (-$192M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

37% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 41

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
8
Increased
26
Reduced
41
Closed
11
Calls
$4.02M
Puts
$2.68M
Net Calls
+$1.34M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$109M -$21.4M -767,500 -16%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$68M -$1.57M -56,289 -2%
Invesco
3
Invesco
Georgia
$65.1M -$87.8M -3,148,816 -57%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$25.7M -$8.9M -319,283 -26%
PAG
5
Private Advisor Group
New Jersey
$18.5M -$5.73M -205,486 -23%
SA
6
Scarborough Advisors
Maryland
$18.2M -$430K -15,436 -2%
Wells Fargo
7
Wells Fargo
California
$16.8M -$121K -4,354 -0.7%
PBF
8
Petix & Botte Financial
California
$16.6M +$2.23M +80,063 +15%
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8M +$4.96M +178,000 +55%
SIA
10
Spectrum Investment Advisors
Wisconsin
$12.5M +$486K +17,434 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.5M +$676K +24,245 +6%
SA
12
Stewardship Advisors
Pennsylvania
$10.4M -$11M -393,544 -51%
AAS
13
Asset Allocation Strategies
Michigan
$9.38M -$3.3M -118,212 -26%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.55M -$12.2M -437,564 -59%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.49M -$2.93M -105,128 -25%
SWM
16
Schwallier Wealth Management
Michigan
$8.38M +$45.5K +1,633 +0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.13M -$36.8K -1,319 -0.4%
Morgan Stanley
18
Morgan Stanley
New York
$6.15M +$105K +3,766 +2%
IWC
19
Integrated Wealth Concepts
Massachusetts
$6.04M -$5.33M -191,032 -47%
KAS
20
Kestra Advisory Services
Texas
$5.75M +$4.54M +162,780 +353%
ATS
21
Ashton Thomas Securities
New York
$4.7M -$3.45M -123,853 -42%
GIA
22
Gladstone Institutional Advisory
Florida
$4.22M -$11K -394 -0.3%
CIA
23
Concurrent Investment Advisors
Florida
$4.17M -$432K -15,511 -9%
GSIAS
24
Garden State Investment Advisory Services
New Jersey
$4.06M -$3.47M -124,513 -46%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.04M -$842K -30,201 -17%

GOVI Hedge Fund Activity: Q4 2025 in Review

84 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) for Q4 2025, worth a combined $519M — down 27% from $711M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GOVI and 8 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 26 added.

The largest buyer was Federation des caisses Desjardins du Quebec, adding an estimated $4.96M. The largest seller was Invesco, cutting an estimated $87.8M.

  • 84 institutional investors held Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) as of Q4 2025, down from 87 in Q3 2025.
  • Funds reported $519M of Invesco Equal Weight 0-30 Year Treasury ETF stock for Q4 2025, down 27% quarter-over-quarter.
  • 8 funds opened new Invesco Equal Weight 0-30 Year Treasury ETF positions in Q4 2025 and 11 closed out, a net change of -3 holders.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF buyer in Q4 2025 was Federation des caisses Desjardins du Quebec, an estimated $4.96M added.
  • The largest Invesco Equal Weight 0-30 Year Treasury ETF seller in Q4 2025 was Invesco, an estimated $87.8M sold.

Based on aggregated 13F filings for Q4 2025.