Invesco Equal Weight 0-30 YRGOVIETF
13F holders, Q4 2024 (December 31)82holders +10
17new positions
12sold out
1famous investor
$27.05avg. 13F price*
At the end of Q4 2024, 82 institutions reported holding Invesco Equal Weight 0-30 YR (GOVI) in their 13F filings, up 10 from Q3 2024. 17 opened new positions and 12 sold out. The largest holders were Invesco Ltd. ($236.7M), LPL Financial LLC ($82.3M) and Bank of New York Mellon Corp ($53.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $39.0M |
| Exits | 12 | $25.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,475,922 shares bought and 8,295,981 shares sold, net −5,820,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Invesco Ltd. | 0.04% | Reduce -15.6% | 8,757,314 | $236.7M |
| LPL Financial LLC | 0.03% | Add +2.1% | 3,042,922 | $82.3M |
| Bank of New York Mellon Corp | 0.01% | Add +6.3% | 1,961,015 | $53.0M |
| Dynamic Advisor Solutions LLC | 0.94% | Add +2.3% | 804,742 | $21.8M |
| Osaic Holdings, Inc. | 0.04% | Add +227.3% | 633,499 | $17.1M |
| Stewardship Advisors, LLC | 4.35% | Add +7.1% | 580,351 | $15.7M |
| Wells Fargo & Company | 0.00% | Add +14.7% | 497,617 | $13.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.6% | 485,028 | $13.1M |
| Spectrum Investment Advisors, Inc. | 7.21% | Add +0.6% | 399,705 | $10.8M |
| Scarborough Advisors, LLC | 1.52% | New | 398,819 | $10.8M |
| Stratos Investment Management, LLC | 0.59% | Reduce -13.0% | 362,610 | $9.8M |
| Private Advisor Group, LLC | 0.05% | Add +83.4% | 317,424 | $8.6M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -1.5% | 316,693 | $8.6M |
| Royal Bank of Canada | 0.00% | Add +2.2% | 287,843 | $7.8M |
| Petix & Botte Co | 1.93% | New | 271,566 | $7.3M |
| Flow Traders U.S. LLC | 0.28% | New | 260,937 | $7.1M |
| Ashton Thomas Securities, LLC | 1.88% | Add +2.2% | 253,428 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 205,635 | $5.6M |
| Bank of America Corp. | 0.00% | Reduce -80.6% | 177,330 | $4.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +31.6% | 144,534 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +60.3% | 143,878 | $3.9M |
| Total Clarity Wealth Management, Inc. | 1.22% | New | 139,159 | $3.8M |
| Susquehanna International Group, LLP | 0.00% | New | 119,641 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.7% | 110,074 | $3.0M |
| Morgan Stanley | 0.00% | Add +2.2% | 97,923 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 80,036 | $2.2M |
| Fortis Group Advisors, LLC | 0.37% | Add +19.0% | 73,551 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.2% | 60,216 | $1.6M |
| Arete Wealth Advisors, LLC | 0.11% | Add +26.4% | 58,775 | $1.6M |
| Prospera Financial Services Inc | 0.04% | Reduce -2.3% | 58,807 | $1.6M |
| PAX Financial Group, LLC | 0.28% | Add +9.9% | 58,130 | $1.6M |
| UBS Group AG | 0.00% | Add +19.9% | 48,243 | $1.3M |
| Sequent Planning LLC | 0.45% | Reduce -1.2% | 45,210 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.5% | 43,514 | $1.2M |
| Independent Advisor Alliance | 0.02% | New | 42,599 | $1.2M |
| Elios Financial Group Inc. | 0.53% | Reduce -2.7% | 41,394 | $1.1M |
| Optima Capital LLC | 0.72% | — | 38,603 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -59.4% | 26,789 | $724K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 25,507 | $689K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -29.1% | 24,409 | $660K |
| MML Investors Services, LLC | 0.00% | Add +2.2% | 21,871 | $591K |
| Virtu Financial LLC | 0.03% | New | 19,981 | $540K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 11,000 | $525K |
| Emergent Wealth Advisors, LLC | 0.38% | Add +7.8% | 19,411 | $525K |
| Principal Securities, Inc. | 0.01% | Reduce -0.2% | 18,525 | $501K |
| Citadel Advisors | 0.00% | Reduce -60.0% | 17,814 | $482K |
| Jane Street Group, LLC | 0.00% | Reduce -39.4% | 17,311 | $468K |
| EP Wealth Advisors, LLC | 0.00% | New | 17,144 | $463K |
| World Investment Advisors | 0.01% | Reduce -15.5% | 15,294 | $413K |
| Wisconsin Capital Management LLC | 0.22% | No change | 15,000 | $405K |
| Two Sigma Securities, LLC | 0.07% | New | 14,338 | $388K |
| Riverbend Wealth Management, LLC | 0.34% | — | 14,203 | $385K |
| PFG Investments, LLC | 0.02% | Reduce -3.1% | 13,515 | $365K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -99.7% | 13,089 | $354K |
| Sowell Financial Services LLC | 0.02% | New | 11,452 | $310K |
| GTS Securities LLC | 0.01% | New | 10,829 | $293K |
| Brookstone Capital Management | 0.00% | Add +11.7% | 10,589 | $286K |
| Jones Financial Companies LLLP | 0.00% | Add +6225.5% | 10,184 | $275K |
| Private Trust Co. NA | 0.03% | Add +7.1% | 9,057 | $245K |
| Whalen Wealth Management Inc. | 0.16% | New | 1,694 | $228K |
| &partners | 0.00% | Add +7.8% | 8,061 | $218K |
| Raymond James Financial Inc. | 0.00% | — | 8,006 | $216K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.9% | 7,942 | $215K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.0% | 7,771 | $210K |
| Alteri Wealth LLC | 0.06% | — | 7,618 | $206K |
| Capital Analysts, LLC | 0.01% | Reduce -6.6% | 7,176 | $194K |
| Concord Wealth Partners | 0.03% | Add +7.1% | 6,944 | $188K |
| St Germain D J Co. Inc. | 0.01% | No change | 4,886 | $132K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -79.8% | 4,480 | $121K |
| AE Wealth Management LLC | 0.00% | New | 3,311 | $89K |
| JPMorgan Chase & Co. | 0.00% | Reduce -83.4% | 2,684 | $73K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 2,101 | $57K |
| Comerica Bank | 0.00% | No change | 1,616 | $44K |
| Evelyn Partners Asset Management Ltd | 0.01% | — | 1,479 | $40K |
| NewEdge Advisors, LLC | 0.00% | Add +15.0% | 1,260 | $34K |
| Cwm, LLC | 0.00% | No change | 591 | $16K |
| US Bancorp \de | 0.00% | New | 300 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -33.3% | 285 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -35.2% | 261 | $7K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.9% | 221 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 155 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -99.3% | 36 | $0 |
"% 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.