Invesco Equal Weight 0-30 YRGOVIETF
13F holders, Q1 2025 (March 31)82holders
16new positions
16sold out
$27.88avg. 13F price*
At the end of Q1 2025, 82 institutions reported holding Invesco Equal Weight 0-30 YR (GOVI) in their 13F filings, unchanged from Q4 2024. 16 opened new positions and 16 sold out. The largest holders were Invesco Ltd. ($242.5M), LPL Financial LLC ($89.1M) and Bank of New York Mellon Corp ($66.6M).
- Company
- Invesco Equal Weight 0-30 YR
- CUSIP
- 46138E107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $58.2M |
| Exits | 16 | $22.3M |
All 13F filers, Q4 2024 → Q1 2025: 3,734,450 shares bought and 2,087,376 shares sold, net +1,647,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Invesco Ltd. | 0.05% | Reduce -0.5% | 8,718,055 | $242.5M |
| LPL Financial LLC | 0.03% | Add +5.3% | 3,203,568 | $89.1M |
| Bank of New York Mellon Corp | 0.01% | Add +22.1% | 2,395,334 | $66.6M |
| Cetera Investment Advisers | 0.05% | New | 969,869 | $27.0M |
| Stewardship Advisors, LLC | 5.52% | Add +26.6% | 734,856 | $20.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +47.8% | 716,988 | $19.9M |
| Wells Fargo & Company | 0.00% | Add +14.0% | 567,117 | $15.8M |
| Spectrum Investment Advisors, Inc. | 7.51% | Add +4.6% | 418,133 | $11.6M |
| Scarborough Advisors, LLC | 1.65% | Add +4.6% | 417,267 | $11.6M |
| VestGen Advisors, LLC | 0.50% | — | 392,089 | $10.9M |
| Petix & Botte Co | 2.84% | Add +42.8% | 387,856 | $10.8M |
| Private Advisor Group, LLC | 0.05% | Add +2.4% | 325,073 | $9.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -50.0% | 316,652 | $8.8M |
| Royal Bank of Canada | 0.00% | Add +6.6% | 306,796 | $8.5M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -4.7% | 301,888 | $8.4M |
| Asset Allocation Strategies LLC | 1.99% | New | 287,051 | $8.0M |
| Ashton Thomas Securities, LLC | 2.20% | Add +12.5% | 284,996 | $7.9M |
| Flow Traders U.S. LLC | 0.33% | Add +8.2% | 282,416 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.4% | 264,075 | $7.3M |
| Morgan Stanley | 0.00% | Add +126.6% | 221,895 | $6.2M |
| Simplicity Wealth,LLC | 0.46% | New | 212,762 | $5.9M |
| Schwallier Wealth Management LLC | 4.37% | New | 212,745 | $5.9M |
| Bank of America Corp. | 0.00% | Add +17.5% | 208,299 | $5.8M |
| Garden State Investment Advisory Services LLC | 1.67% | New | 186,911 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +16.6% | 167,836 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +21.6% | 133,798 | $3.7M |
| Total Clarity Wealth Management, Inc. | 1.21% | Reduce -1.1% | 137,570 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +35.3% | 58,878 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.16% | New | 120,254 | $3.3M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -87.0% | 104,687 | $2.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -46.7% | 77,007 | $2.1M |
| PAX Financial Group, LLC | 0.37% | Add +27.7% | 74,258 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.1% | 58,920 | $1.6M |
| Elios Financial Group Inc. | 0.63% | Add +10.8% | 45,853 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -22.2% | 45,740 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 41,528 | $1.2M |
| Sequent Planning LLC | 0.35% | Reduce -21.6% | 35,449 | $986K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +34.6% | 34,328 | $955K |
| UBS Group AG | 0.00% | Reduce -36.2% | 30,800 | $857K |
| Prospera Financial Services Inc | 0.02% | Reduce -52.9% | 27,705 | $771K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.8% | 26,579 | $739K |
| PFG Investments, LLC | 0.04% | Add +83.1% | 24,750 | $689K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.4% | 24,748 | $688K |
| MML Investors Services, LLC | 0.00% | Reduce -2.7% | 21,279 | $592K |
| Alteri Wealth LLC | 0.23% | Add +143.3% | 18,536 | $516K |
| Principal Securities, Inc. | 0.01% | No change | 18,525 | $501K |
| Spire Wealth Management | 0.02% | New | 17,700 | $492K |
| World Investment Advisors | 0.01% | Add +7.1% | 16,373 | $455K |
| Sowell Financial Services LLC | 0.02% | Add +33.0% | 15,233 | $424K |
| Jones Financial Companies LLLP | 0.00% | Add +44.2% | 14,688 | $406K |
| Empirical Asset Management, LLC | 0.11% | New | 11,727 | $326K |
| Emergent Wealth Advisors, LLC | 0.21% | Reduce -46.4% | 10,410 | $290K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 20,789 | $289K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 20,789 | $289K |
| Brookstone Capital Management | 0.00% | Reduce -10.6% | 9,468 | $263K |
| Private Trust Co. NA | 0.03% | Reduce -1.1% | 8,961 | $249K |
| GTS Securities LLC | 0.01% | Reduce -22.5% | 8,390 | $233K |
| Optima Capital LLC | 0.15% | Reduce -78.3% | 8,389 | $233K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.1% | 7,938 | $221K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.0% | 7,774 | $216K |
| Raymond James Financial Inc. | 0.00% | Reduce -7.3% | 7,425 | $207K |
| Capital Analysts, LLC | 0.01% | Add +2.1% | 7,330 | $204K |
| Kingsview Wealth Management, LLC | 0.00% | New | 7,316 | $204K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -58.5% | 7,120 | $198K |
| Concord Wealth Partners | 0.02% | Reduce -21.6% | 5,442 | $151K |
| St Germain D J Co. Inc. | 0.01% | No change | 4,886 | $136K |
| Harbour Investments, Inc. | 0.00% | Add +31.4% | 2,761 | $77K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -42.9% | 2,559 | $71K |
| Comerica Bank | 0.00% | No change | 1,616 | $45K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 1,479 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,393 | $39K |
| NewEdge Advisors, LLC | 0.00% | Reduce -22.0% | 983 | $27K |
| Coldstream Capital Management Inc. | 0.00% | New | 780 | $22K |
| AE Wealth Management LLC | 0.00% | Reduce -80.5% | 646 | $18K |
| Creative Financial Designs Inc. | 0.00% | Add +297.4% | 616 | $17K |
| Cwm, LLC | 0.00% | No change | 591 | $16K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 285 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 261 | $7K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -49.3% | 112 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 100 | $3K |
| FMR LLC | 0.00% | New | 22 | $604 |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.6% | 11 | $306 |
"% 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.