Invesco Equal Weight 0-30 YRGOVIETF
13F holders, Q2 2025 (June 30)86holders +4
11new positions
7sold out
1famous investor
$27.54avg. 13F price*
At the end of Q2 2025, 86 institutions reported holding Invesco Equal Weight 0-30 YR (GOVI) in their 13F filings, up 4 from Q1 2025. 11 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($108.2M), Invesco Ltd. ($71.6M) and Bank of New York Mellon Corp ($67.3M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.9M |
| Exits | 7 | $8.8M |
All 13F filers, Q1 2025 → Q2 2025: 2,300,705 shares bought and 6,953,483 shares sold, net −4,652,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| LPL Financial LLC | 0.04% | Add +22.9% | 3,937,697 | $108.2M |
| Invesco Ltd. | 0.01% | Reduce -70.1% | 2,608,106 | $71.6M |
| Bank of New York Mellon Corp | 0.01% | Add +2.3% | 2,450,032 | $67.3M |
| Cetera Investment Advisers | 0.05% | Add +7.0% | 1,037,577 | $28.5M |
| Private Advisor Group, LLC | 0.14% | Add +183.3% | 920,788 | $25.3M |
| Stewardship Advisors, LLC | 5.09% | Reduce -0.5% | 731,359 | $20.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.0% | 724,195 | $19.9M |
| Wells Fargo & Company | 0.00% | Add +6.5% | 603,674 | $16.6M |
| Petix & Botte Co | 3.06% | Add +17.0% | 453,929 | $12.5M |
| Spectrum Investment Advisors, Inc. | 6.83% | Add +2.6% | 428,870 | $11.8M |
| VestGen Advisors, LLC | 0.45% | Add +3.7% | 406,570 | $11.2M |
| Osaic Holdings, Inc. | 0.02% | Add +21.1% | 383,523 | $10.5M |
| Scarborough Advisors, LLC | 1.74% | Reduce -23.3% | 319,955 | $8.8M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 310,414 | $8.5M |
| Integrated Wealth Concepts LLC | 0.09% | Add +2.3% | 308,863 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.2% | 293,594 | $8.1M |
| Schwallier Wealth Management LLC | 4.78% | Add +33.9% | 284,788 | $7.8M |
| Garden State Investment Advisory Services LLC | 1.99% | Add +42.8% | 266,864 | $7.3M |
| Flow Traders U.S. LLC | 0.26% | Reduce -10.1% | 253,968 | $7.0M |
| Morgan Stanley | 0.00% | Reduce -3.3% | 214,526 | $5.9M |
| Total Clarity Wealth Management, Inc. | 1.61% | Add +48.7% | 204,530 | $5.6M |
| Ashton Thomas Securities, LLC | 1.26% | Reduce -33.4% | 189,743 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +11.2% | 186,626 | $5.1M |
| Bank of America Corp. | 0.00% | Reduce -15.2% | 176,736 | $4.9M |
| Gladstone Institutional Advisory LLC | 0.17% | Add +24.0% | 149,062 | $4.1M |
| Simplicity Wealth,LLC | 0.11% | Reduce -53.9% | 98,192 | $2.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.9% | 85,403 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +134.7% | 80,561 | $2.2M |
| PAX Financial Group, LLC | 0.41% | Add +5.6% | 78,395 | $2.2M |
| Westmount Partners, LLC | 0.56% | New | 40,000 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.1% | 67,781 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -53.8% | 61,831 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -42.3% | 60,390 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +36.5% | 56,668 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.7% | 52,631 | $1.4M |
| Elios Financial Group Inc. | 0.64% | Add +11.9% | 51,330 | $1.4M |
| GTS Securities LLC | 0.06% | Add +477.6% | 48,462 | $1.3M |
| Arete Wealth Advisors, LLC | 0.09% | Add +0.2% | 45,850 | $1.3M |
| Sequent Planning LLC | 0.34% | Add +9.4% | 38,767 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +28.2% | 31,721 | $871K |
| Prospera Financial Services Inc | 0.02% | Add +8.4% | 30,020 | $825K |
| Goldman Sachs Group Inc. | 0.00% | New | 29,046 | $798K |
| Steward Partners Investment Advisory, LLC | 0.01% | New | 28,619 | $786K |
| Sagespring Wealth Partners, LLC | 0.02% | New | 14,376 | $737K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 26,493 | $722K |
| PFG Investments, LLC | 0.04% | Reduce -0.9% | 24,519 | $674K |
| MML Investors Services, LLC | 0.00% | Add +14.6% | 24,387 | $670K |
| Alteri Wealth LLC | 0.24% | Add +22.2% | 22,652 | $622K |
| Principal Securities, Inc. | 0.01% | Add +21.1% | 22,442 | $616K |
| Jones Financial Companies LLLP | 0.00% | Add +32.0% | 19,389 | $529K |
| UBS Group AG | 0.00% | Reduce -40.3% | 18,376 | $505K |
| Spire Wealth Management | 0.02% | No change | 17,700 | $486K |
| World Investment Advisors | 0.01% | Add +5.1% | 17,211 | $473K |
| Sowell Financial Services LLC | 0.02% | Add +8.1% | 16,467 | $452K |
| Empirical Asset Management, LLC | 0.12% | Add +20.6% | 14,143 | $389K |
| Raymond James Financial Inc. | 0.00% | Add +89.0% | 14,033 | $385K |
| Citadel Advisors | 0.00% | New | 12,121 | $333K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +40.3% | 11,139 | $306K |
| Emergent Wealth Advisors, LLC | 0.19% | Add +2.3% | 10,653 | $293K |
| IFG Advisory, LLC | 0.01% | New | 10,336 | $284K |
| Axim Planning & Wealth | 0.25% | New | 10,007 | $275K |
| Scientech Research LLC | 0.06% | New | 9,440 | $259K |
| Quadrature Capital Ltd | 0.00% | New | 8,516 | $234K |
| Private Trust Co. NA | 0.02% | Reduce -6.3% | 8,396 | $231K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.1% | 7,778 | $214K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 7,316 | $201K |
| Capital Analysts, LLC | 0.01% | Reduce -2.8% | 7,123 | $196K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.4% | 6,878 | $189K |
| Concord Wealth Partners | 0.02% | Reduce -3.5% | 5,254 | $144K |
| St Germain D J Co. Inc. | 0.01% | Reduce -8.4% | 4,475 | $123K |
| CoreCap Advisors, LLC | 0.00% | New | 4,074 | $112K |
| Harbour Investments, Inc. | 0.00% | Add +2.6% | 2,832 | $78K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +97.9% | 2,757 | $76K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 2,559 | $70K |
| Comerica Bank | 0.00% | No change | 1,616 | $44K |
| NewEdge Advisors, LLC | 0.00% | No change | 983 | $27K |
| Creative Financial Designs Inc. | 0.00% | No change | 616 | $17K |
| Cwm, LLC | 0.00% | No change | 591 | $16K |
| Global Retirement Partners, LLC | 0.00% | — | 448 | $12K |
| IFP Advisors, Inc | 0.00% | New | 402 | $11K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 261 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -8.4% | 261 | $7K |
| AE Wealth Management LLC | 0.00% | Reduce -80.7% | 125 | $3K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.9% | 113 | $3K |
| JPMorgan Chase & Co. | 0.00% | Add +272.7% | 41 | $1K |
| FMR LLC | 0.00% | Reduce -63.6% | 8 | $220 |
"% 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.