Invesco Equal Weight 0-30 YRGOVIETF

13F holders, Q2 2026 (June 30)
89holders +12
20new positions
8sold out
1famous investor
$27.16avg. 13F price*

At the end of Q2 2026, 89 institutions reported holding Invesco Equal Weight 0-30 YR (GOVI) in their 13F filings, up 12 from Q1 2026. 20 opened new positions and 8 sold out. The largest holders were Invesco Ltd. ($384.9M), LPL Financial LLC ($119.6M) and Bank of New York Mellon Corp ($65.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco Equal Weight 0-30 YR
CUSIP
46138E107
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 59Q1 2024Q2 2024: 71Q2 2024Q3 2024: 72Q3 2024Q4 2024: 82Q4 2024Q1 2025: 82Q1 2025Q2 2025: 86Q2 2025Q3 2025: 87Q3 2025Q4 2025: 84Q4 2025Q1 2026: 77Q1 2026Q2 2026: 89Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$42.0M
Exits8$18.1M

All 13F filers, Q1 2026 → Q2 2026: 8,335,800 shares bought and 1,489,324 shares sold, net +6,846,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 89 holders

Invesco Ltd. 0.03% Add +9.0% 14,175,621 $384.9M
LPL Financial LLC 0.03% Add +57.8% 4,405,888 $119.6M
Bank of New York Mellon Corp 0.01% Add +0.4% 2,427,468 $65.9M
Cetera Investment Advisers 0.03% Add +70.7% 1,105,110 $30.0M
Commonwealth Financial Services, LLC 3.87% New 1,060,517 $28.8M
Private Advisor Group, LLC 0.10% Add +190.5% 824,401 $22.4M
Petix & Botte Co 3.60% Add +103.5% 657,924 $17.9M
Bank of America Corp. 0.00% Reduce -9.4% 615,776 $16.7M
Stewardship Advisors, LLC 3.35% Add +475.8% 593,954 $16.1M
Spectrum Investment Advisors, Inc. 6.18% Add +15.3% 556,899 $15.1M
Scarborough Advisors, LLC 1.71% Add +6.3% 549,243 $14.9M
Commonwealth Equity Services, LLC 0.02% Add +2.9% 514,768 $14.0M
Envestnet Asset Management Inc. 0.00% Add +219.1% 498,844 $13.5M
Concurrent Investment Advisors, LLC 0.10% Add +151.3% 422,281 $11.5M
Ashton Thomas Securities, LLC 1.31% Add +512.3% 325,976 $8.8M
Integrated Wealth Concepts LLC 0.05% Add +320.1% 283,559 $7.7M
Garden State Investment Advisory Services LLC 1.50% Add +919.3% 281,199 $7.6M
Royal Bank of Canada 0.00% Reduce -0.9% 279,259 $7.6M
Morgan Stanley 0.00% Add +1.0% 255,748 $6.9M
Kestra Advisory Services, LLC 0.02% Add +10.5% 224,900 $6.1M
Total Clarity Wealth Management, Inc. 0.99% Add +342.3% 187,444 $5.1M
Wells Fargo & Company 0.00% Reduce -71.5% 180,745 $4.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +133.3% 179,958 $4.9M
Gladstone Institutional Advisory LLC 0.13% Add +363.8% 153,921 $4.2M
Simplicity Wealth,LLC 0.14% Add +1597.1% 151,671 $4.1M
Susquehanna International Group, LLP 0.00% New 132,591 $3.6M
Curry Webb Wealth Management LLC 1.18% Add +143.3% 104,509 $2.8M
Osaic Holdings, Inc. 0.00% Reduce -22.0% 96,051 $2.6M
VestGen Advisors, LLC 0.06% Reduce -5.0% 77,683 $2.1M
&partners 0.01% New 76,969 $2.1M
Jane Street Group, LLC 0.00% Add +312.5% 75,217 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +8.6% 64,772 $1.8M
PAX Financial Group, LLC 0.25% New 61,869 $1.7M
Jones Financial Companies LLLP 0.00% Add +32.3% 57,539 $1.6M
Tower Research Capital LLC (TRC) 0.04% Reduce -34.9% 55,437 $1.5M
WealthBridge Capital Management, LLC 0.28% Add +33.7% 52,381 $1.4M
Janney Montgomery Scott LLC 0.00% New 46,400 $1.3M
Sequent Planning LLC 0.26% Reduce -1.1% 44,910 $1.2M
Dynamic Advisor Solutions LLC 0.03% Reduce -20.3% 44,713 $1.2M
Kestra Private Wealth Services, LLC 0.01% Add +7.9% 43,016 $1.2M
Prospera Financial Services Inc 0.02% Add +6.6% 38,898 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -24.8% 36,661 $995K
Schwallier Wealth Management LLC 0.57% Reduce -25.0% 33,118 $899K
Signal Advisors Wealth, LLC 0.04% Add +38.1% 28,705 $779K
MML Investors Services, LLC 0.00% New 26,174 $711K
PFG Investments, LLC 0.03% Reduce -0.1% 26,127 $709K
Principal Securities, Inc. 0.01% New 23,654 $642K
Financial Management Network Inc. 0.09% New 22,300 $599K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.4% 21,349 $573K
World Investment Advisors 0.01% No change 20,998 $573K
UBS Group AG 0.00% Reduce -7.9% 17,993 $489K
Spire Wealth Management 0.01% No change 17,700 $481K
Alteri Wealth LLC 0.13% New 17,640 $479K
Firethorn Wealth Partners, LLC 0.15% New 16,611 $451K
Citadel Advisors 0.00% Reduce -53.5% 16,184 $439K
Sowell Financial Services LLC 0.01% Add +5.9% 14,545 $395K
Tailwinds Wealth, LLC 0.23% New 14,094 $383K
Main Street Financial Solutions, LLC 0.02% New 5,660 $341K
Community Bank & Trust, Waco, Texas 0.06% Add +8.5% 11,730 $318K
Mgo One Seven LLC 0.01% New 11,304 $307K
Econ Financial Services Corp 0.14% Reduce -95.0% 11,274 $306K
Sequoia Financial Advisors, LLC 0.00% Add +12.6% 10,545 $286K
Empirical Asset Management, LLC 0.06% New 10,504 $285K
CreativeOne Wealth, LLC 0.01% No change 10,000 $272K
Raymond James Financial Inc. 0.00% Reduce -4.2% 9,750 $265K
JPMorgan Chase & Co. 0.00% Add +1109.5% 8,624 $236K
Axim Planning & Wealth 0.28% New 7,416 $201K
CoreCap Advisors, LLC 0.01% Add +1149.3% 6,709 $182K
Fifth Third Bancorp 0.00% No change 5,204 $141K
Private Trust Co. NA 0.01% No change 4,831 $131K
Harbour Investments, Inc. 0.00% Add +186.0% 3,461 $94K
IFG Advisory, LLC 0.00% New 3,208 $87K
St Germain D J Co. Inc. 0.00% Reduce -34.9% 2,503 $68K
Daytona Street Capital LLC 0.05% New 300 $64K
AE Wealth Management LLC 0.00% Reduce -3.6% 2,304 $63K
Concord Wealth Partners 0.01% New 2,248 $61K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,913 $52K
NewEdge Advisors, LLC 0.00% No change 983 $27K
Cullen/Frost Bankers, Inc. 0.00% Add +974.6% 763 $21K
Creative Financial Designs Inc. 0.00% No change 616 $17K
IFP Advisors, Inc 0.00% Add +474.0% 419 $11K
Global Retirement Partners, LLC 0.00% — 394 $11K
EverSource Wealth Advisors, LLC 0.00% No change 372 $10K
US Bancorp \de 0.00% New 360 $10K
Buck Wealth Strategies, LLC 0.00% New 301 $8K
Aptus Capital Advisors, LLC 0.00% No change 261 $7K
Wagner Wealth Management, LLC 0.00% Add +0.9% 117 $3K
Lodestone Wealth Management LLC 0.00% No change 92 $2K
FMR LLC 0.00% No change 65 $2K

"% of holder's portfolio" is GOVI's weight in each manager's 13F, not the share of Invesco Equal Weight 0-30 YR the manager owns.