Invesco Equal Weight 0-30 YRGOVIETF
13F holders, Q1 2024 (March 31)59holders
1famous investor
$27.69avg. 13F price*
At the end of Q1 2024, 59 institutions reported holding Invesco Equal Weight 0-30 YR (GOVI) in their 13F filings. The largest holders were Invesco Ltd. ($265.5M), Orgel Wealth Management, LLC ($124.7M) and Bank of New York Mellon Corp ($46.2M). 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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $33.7M |
| Exits | 11 | $50.1M |
Ownership 59 holders
| Invesco Ltd. | 0.06% | Reduce -25.2% | 9,454,168 | $265.5M |
| Orgel Wealth Management, LLC | 3.42% | Add +4.2% | 4,442,372 | $124.7M |
| Bank of New York Mellon Corp | 0.01% | Add +28.0% | 1,646,880 | $46.2M |
| LPL Financial LLC | 0.02% | Reduce -26.6% | 1,173,829 | $33.0M |
| Bank of America Corp. | 0.00% | Add +29.3% | 852,769 | $23.9M |
| Evergreen Capital Management LLC | 0.72% | New | 991,727 | $18.9M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 591,542 | $16.6M |
| Dynamic Advisor Solutions LLC | 0.48% | Add +23.4% | 503,930 | $14.2M |
| Spectrum Investment Advisors, Inc. | 7.40% | Add +3.2% | 356,975 | $10.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +279.4% | 324,808 | $9.1M |
| Private Advisor Group, LLC | 0.06% | Reduce -27.6% | 296,462 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 291,132 | $8.2M |
| Stratos Investment Management, LLC | 0.60% | Add +14.5% | 220,629 | $6.2M |
| Cetera Investment Advisers | 0.01% | New | 170,667 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +12.6% | 141,450 | $4.0M |
| Stewardship Advisors, LLC | 1.32% | New | 137,874 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +161.6% | 136,723 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -32.5% | 109,463 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | New | 97,280 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.9% | 88,483 | $2.5M |
| Sequent Planning LLC | 0.82% | — | 80,746 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -10.2% | 75,609 | $2.1M |
| Arete Wealth Advisors, LLC | 0.15% | Add +16.6% | 59,039 | $1.7M |
| Prospera Financial Services Inc | 0.05% | Add +2.6% | 57,922 | $1.6M |
| Morgan Stanley | 0.00% | Add +28.1% | 55,734 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +162.8% | 53,088 | $1.5M |
| UBS Group AG | 0.00% | Add +21.8% | 48,885 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 43,930 | $1.2M |
| Citadel Advisors | 0.00% | New | 42,658 | $1.2M |
| Simplicity Wealth,LLC | 0.03% | Add +152.7% | 41,949 | $1.2M |
| FAS Wealth Partners, Inc. | 0.05% | Add +500.8% | 20,906 | $587K |
| PFG Investments, LLC | 0.03% | New | 15,452 | $434K |
| Principal Securities, Inc. | 0.01% | New | 14,958 | $420K |
| Emergent Wealth Advisors, LLC | 0.36% | New | 14,797 | $416K |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.2% | 12,900 | $362K |
| Security Financial Services, INC. | 0.08% | Reduce -11.4% | 12,680 | $356K |
| Private Trust Co. NA | 0.04% | Reduce -10.8% | 12,556 | $353K |
| Richard P Slaughter Associates Inc | 0.08% | Reduce -87.1% | 12,339 | $346K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 12,161 | $341K |
| MML Investors Services, LLC | 0.00% | New | 12,066 | $339K |
| Brookstone Capital Management | 0.01% | Add +0.7% | 10,298 | $289K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -94.6% | 8,554 | $240K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -30.4% | 7,318 | $205K |
| Bulltick Wealth Management, LLC | 0.04% | New | 7,157 | $201K |
| St Germain D J Co. Inc. | 0.01% | Reduce -23.8% | 4,886 | $137K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +3.5% | 4,444 | $125K |
| Concord Wealth Partners | 0.02% | Add +1377.4% | 4,122 | $116K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,711 | $76K |
| Comerica Bank | 0.00% | No change | 2,473 | $69K |
| Harbour Investments, Inc. | 0.00% | Add +30.3% | 2,337 | $66K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -84.2% | 1,993 | $56K |
| Cwm, LLC | 0.00% | No change | 1,191 | $33K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.0% | 1,096 | $31K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 832 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 832 | $23K |
| Tidemark, LLC | 0.01% | No change | 380 | $11K |
| Wagner Wealth Management, LLC | 0.00% | New | 218 | $6K |
| Country Trust Bank | 0.00% | New | 200 | $6K |
| Creative Financial Designs Inc. | 0.00% | New | 155 | $4K |
"% 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.