Invesco Equal Weight 0-30 YRGOVIETF
13F holders, Q3 2024 (September 30)72holders +1
9new positions
9sold out
1famous investor
$29.08avg. 13F price*
At the end of Q3 2024, 72 institutions reported holding Invesco Equal Weight 0-30 YR (GOVI) in their 13F filings, up 1 from Q2 2024. 9 opened new positions and 9 sold out. The largest holders were Invesco Ltd. ($301.6M), Orgel Wealth Management, LLC ($142.5M) and LPL Financial LLC ($86.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $15.7M |
| Exits | 9 | $15.2M |
All 13F filers, Q2 2024 → Q3 2024: 7,116,390 shares bought and 680,787 shares sold, net +6,435,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Invesco Ltd. | 0.06% | Add +26.8% | 10,370,701 | $301.6M |
| Orgel Wealth Management, LLC | 3.57% | Add +8.5% | 4,901,615 | $142.5M |
| LPL Financial LLC | 0.04% | Add +197.1% | 2,981,166 | $86.7M |
| Bank of New York Mellon Corp | 0.01% | Add +4.8% | 1,845,574 | $53.7M |
| Bank of America Corp. | 0.00% | Add +3.4% | 915,305 | $26.6M |
| Dynamic Advisor Solutions LLC | 0.69% | Add +45.0% | 786,972 | $22.9M |
| Stewardship Advisors, LLC | 4.45% | Add +161.0% | 541,692 | $15.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +50.1% | 482,256 | $14.0M |
| Stifel Financial Corp. | 0.01% | New | 438,519 | $12.8M |
| Wells Fargo & Company | 0.00% | Add +21.2% | 434,041 | $12.6M |
| Stratos Investment Management, LLC | 0.85% | Add +85.8% | 416,841 | $12.1M |
| Spectrum Investment Advisors, Inc. | 7.92% | Add +2.0% | 397,427 | $11.6M |
| Integrated Wealth Concepts LLC | 0.11% | Add +186.2% | 321,439 | $9.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.2% | 281,707 | $8.2M |
| Ashton Thomas Securities, LLC | 1.40% | Add +167.6% | 247,990 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +29.0% | 207,507 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +37.9% | 193,536 | $5.6M |
| Simplicity Wealth,LLC | 0.51% | Add +42.8% | 187,519 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +3.9% | 173,054 | $5.0M |
| Asset Allocation Strategies LLC | 1.36% | Add +1770.4% | 164,127 | $4.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +28.3% | 109,827 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.6% | 107,202 | $3.1M |
| Morgan Stanley | 0.00% | Add +12.5% | 95,796 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +64.0% | 89,745 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.0% | 65,922 | $1.9M |
| Fortis Group Advisors, LLC | 0.33% | Add +82.0% | 61,792 | $1.8M |
| Prospera Financial Services Inc | 0.04% | Add +1.2% | 60,196 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.5% | 57,810 | $1.7M |
| PAX Financial Group, LLC | 0.28% | Add +39.6% | 52,895 | $1.5M |
| Arete Wealth Advisors, LLC | 0.12% | Reduce -29.4% | 46,516 | $1.4M |
| Sequent Planning LLC | 0.46% | Reduce -46.3% | 45,746 | $1.3M |
| Citadel Advisors | 0.00% | Add +304.6% | 44,537 | $1.3M |
| Elios Financial Group Inc. | 0.57% | — | 42,554 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +16.6% | 42,470 | $1.2M |
| UBS Group AG | 0.00% | Reduce -32.6% | 40,245 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -28.5% | 34,425 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +228.3% | 28,582 | $831K |
| Vantage Financial Partners, LLC | 0.18% | New | 24,826 | $722K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.1% | 22,170 | $645K |
| MML Investors Services, LLC | 0.00% | Add +54.1% | 21,392 | $622K |
| Principal Securities, Inc. | 0.01% | Add +3.2% | 18,555 | $540K |
| Ameriprise Financial Inc. | 0.00% | New | 18,429 | $536K |
| World Investment Advisors | 0.02% | Add +6.3% | 18,106 | $527K |
| Emergent Wealth Advisors, LLC | 0.39% | Add +17.9% | 18,007 | $524K |
| JPMorgan Chase & Co. | 0.00% | New | 16,207 | $471K |
| Wisconsin Capital Management LLC | 0.23% | New | 15,000 | $436K |
| PFG Investments, LLC | 0.03% | Add +6.8% | 13,951 | $406K |
| Good Life Advisors, LLC | 0.02% | New | 11,628 | $338K |
| Brookstone Capital Management | 0.00% | Add +7.7% | 9,480 | $276K |
| Kingsview Wealth Management, LLC | 0.01% | Add +16.5% | 9,392 | $273K |
| Private Trust Co. NA | 0.02% | Reduce -23.2% | 8,454 | $246K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +50.2% | 7,869 | $229K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -21.0% | 7,768 | $226K |
| Capital Analysts, LLC | 0.01% | Add +11.2% | 7,682 | $223K |
| &partners | 0.00% | New | 7,479 | $218K |
| Bulltick Wealth Management, LLC | 0.05% | New | 7,157 | $208K |
| Concord Wealth Partners | 0.03% | Add +58.6% | 6,485 | $189K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +25.1% | 5,115 | $148K |
| St Germain D J Co. Inc. | 0.01% | No change | 4,886 | $142K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,711 | $79K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.5% | 2,092 | $61K |
| Comerica Bank | 0.00% | No change | 1,616 | $47K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,096 | $32K |
| Cwm, LLC | 0.00% | Reduce -50.4% | 591 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 427 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 403 | $12K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.5% | 219 | $6K |
| Country Trust Bank | 0.00% | No change | 200 | $6K |
| Jones Financial Companies LLLP | 0.00% | No change | 161 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 155 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | New | 108 | $3K |
| FMR LLC | 0.00% | Reduce -82.8% | 40 | $1K |
"% 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.