Invesco Equal Weight 0-30 YRGOVIETF
13F holders, Q3 2025 (September 30)87holders +1
12new positions
7sold out
1famous investor
$27.95avg. 13F price*
At the end of Q3 2025, 87 institutions reported holding Invesco Equal Weight 0-30 YR (GOVI) in their 13F filings, up 1 from Q2 2025. 12 opened new positions and 7 sold out. The largest holders were Invesco Ltd. ($153.0M), LPL Financial LLC ($131.0M) and Bank of New York Mellon Corp ($70.1M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $48.0M |
| Exits | 7 | $3.0M |
All 13F filers, Q2 2025 → Q3 2025: 6,681,194 shares bought and 300,117 shares sold, net +6,381,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Invesco Ltd. | 0.02% | Add +111.3% | 5,510,388 | $153.0M |
| LPL Financial LLC | 0.04% | Add +19.9% | 4,720,592 | $131.0M |
| Bank of New York Mellon Corp | 0.01% | Add +3.0% | 2,523,416 | $70.1M |
| Cetera Investment Advisers | 0.04% | Add +20.6% | 1,250,995 | $34.7M |
| Private Advisor Group, LLC | 0.12% | Reduce -4.9% | 875,499 | $24.3M |
| Stewardship Advisors, LLC | 5.07% | Add +5.7% | 772,700 | $21.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.3% | 747,968 | $20.8M |
| Scarborough Advisors, LLC | 3.31% | Add +111.5% | 676,862 | $18.8M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 613,463 | $17.0M |
| Petix & Botte Co | 3.34% | Add +14.8% | 521,006 | $14.5M |
| Asset Allocation Strategies LLC | 2.52% | New | 458,754 | $12.7M |
| Integrated Capital Management, LLC | 5.34% | New | 346,334 | $12.1M |
| Spectrum Investment Advisors, Inc. | 6.56% | Add +1.8% | 436,484 | $12.1M |
| Osaic Holdings, Inc. | 0.02% | Add +11.8% | 428,652 | $11.7M |
| VestGen Advisors, LLC | 0.38% | Add +1.7% | 413,549 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +40.8% | 413,322 | $11.5M |
| Integrated Wealth Concepts LLC | 0.10% | Add +32.8% | 410,229 | $11.4M |
| Federation des caisses Desjardins du Quebec | 0.04% | New | 321,300 | $8.9M |
| Schwallier Wealth Management LLC | 5.26% | Add +6.6% | 303,483 | $8.4M |
| Royal Bank of Canada | 0.00% | Reduce -4.5% | 296,607 | $8.2M |
| Ashton Thomas Securities, LLC | 1.14% | Add +55.1% | 294,275 | $8.2M |
| Garden State Investment Advisory Services LLC | 1.91% | Add +1.9% | 271,935 | $7.5M |
| Flow Traders U.S. LLC | 0.27% | Reduce -5.2% | 240,836 | $6.7M |
| Total Clarity Wealth Management, Inc. | 1.64% | Add +8.5% | 221,937 | $6.2M |
| Morgan Stanley | 0.00% | Add +2.3% | 219,386 | $6.1M |
| Signal Advisors Wealth, LLC | 0.47% | New | 188,119 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +119.3% | 176,687 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -10.6% | 166,838 | $4.6M |
| Bank of America Corp. | 0.00% | Reduce -11.9% | 155,678 | $4.3M |
| Gladstone Institutional Advisory LLC | 0.16% | Add +3.0% | 153,605 | $4.3M |
| OneAscent Financial Services LLC | 0.15% | New | 43,098 | $2.3M |
| PAX Financial Group, LLC | 0.41% | Add +5.7% | 82,843 | $2.3M |
| Westmount Partners, LLC | 0.56% | No change | 40,000 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +37.1% | 77,701 | $2.2M |
| Tower Research Capital LLC (TRC) | 0.06% | New | 74,308 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 72,533 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +15.8% | 71,576 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -4.3% | 57,820 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.4% | 54,407 | $1.5M |
| Arete Wealth Advisors, LLC | 0.09% | Add +7.7% | 49,367 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -32.0% | 46,057 | $1.3M |
| Sequent Planning LLC | 0.32% | Add +6.3% | 41,198 | $1.1M |
| Simplicity Wealth,LLC | 0.06% | Reduce -60.5% | 38,771 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +24.9% | 35,743 | $992K |
| Crumly & Associates Inc. | 0.21% | New | 34,910 | $969K |
| Natural Investments, LLC | 0.22% | New | 19,912 | $868K |
| Prospera Financial Services Inc | 0.01% | Add +3.9% | 31,183 | $866K |
| Goldman Sachs Group Inc. | 0.00% | No change | 29,046 | $806K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.3% | 27,636 | $769K |
| PFG Investments, LLC | 0.04% | Add +11.1% | 27,229 | $756K |
| Jones Financial Companies LLLP | 0.00% | Add +32.5% | 25,680 | $710K |
| Alteri Wealth LLC | 0.24% | Add +11.8% | 25,330 | $703K |
| MML Investors Services, LLC | 0.00% | Add +3.5% | 25,234 | $700K |
| Principal Securities, Inc. | 0.01% | Add +2.5% | 22,999 | $638K |
| Citadel Advisors | 0.00% | Add +58.9% | 19,259 | $535K |
| UBS Group AG | 0.00% | Reduce -1.1% | 18,165 | $504K |
| HRT Financial LP | 0.00% | New | 17,913 | $497K |
| World Investment Advisors | 0.01% | Add +2.9% | 17,710 | $492K |
| Spire Wealth Management | 0.02% | No change | 17,700 | $491K |
| Empirical Asset Management, LLC | 0.13% | Add +18.1% | 16,702 | $464K |
| Sowell Financial Services LLC | 0.02% | Add +0.1% | 16,492 | $458K |
| Comerica Bank | 0.00% | Add +638.2% | 11,930 | $331K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +4.9% | 11,682 | $324K |
| IFG Advisory, LLC | 0.01% | Add +10.0% | 11,365 | $316K |
| Emergent Wealth Advisors, LLC | 0.17% | No change | 10,653 | $296K |
| CreativeOne Wealth, LLC | 0.01% | New | 10,000 | $278K |
| Axim Planning & Wealth | 0.18% | Reduce -17.3% | 8,273 | $230K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.1% | 7,782 | $216K |
| Capital Analysts, LLC | 0.01% | Add +3.7% | 7,386 | $205K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 7,316 | $203K |
| CoreCap Advisors, LLC | 0.00% | Add +19.7% | 4,876 | $135K |
| Private Trust Co. NA | 0.01% | Reduce -42.5% | 4,831 | $134K |
| St Germain D J Co. Inc. | 0.01% | No change | 4,475 | $124K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +49.8% | 4,129 | $115K |
| Concord Wealth Partners | 0.01% | Reduce -44.0% | 2,941 | $82K |
| Harbour Investments, Inc. | 0.00% | Add +2.2% | 2,895 | $80K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 2,559 | $71K |
| NewEdge Advisors, LLC | 0.00% | No change | 983 | $27K |
| True Wealth Design, LLC | 0.01% | New | 764 | $21K |
| Creative Financial Designs Inc. | 0.00% | No change | 616 | $17K |
| Cwm, LLC | 0.00% | No change | 591 | $16K |
| Global Retirement Partners, LLC | 0.00% | Add +0.7% | 451 | $13K |
| AE Wealth Management LLC | 0.00% | Add +158.4% | 323 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 261 | $7K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.9% | 114 | $3K |
| FMR LLC | 0.00% | Add +712.5% | 65 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.6% | 26 | $722 |
"% 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.