Invesco Equal Weight 0-30 YRGOVIETF
13F holders, Q4 2025 (December 31)84holders −3
5new positions
11sold out
1famous investor
$27.61avg. 13F price*
At the end of Q4 2025, 84 institutions reported holding Invesco Equal Weight 0-30 YR (GOVI) in their 13F filings, down 3 from Q3 2025. 5 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($108.9M), Bank of New York Mellon Corp ($68.0M) and Invesco Ltd. ($65.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 11 | $25.9M |
All 13F filers, Q3 2025 → Q4 2025: 629,292 shares bought and 7,479,171 shares sold, net −6,849,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| LPL Financial LLC | 0.03% | Reduce -16.3% | 3,953,092 | $108.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.2% | 2,467,127 | $68.0M |
| Invesco Ltd. | 0.01% | Reduce -57.1% | 2,361,572 | $65.1M |
| Cetera Investment Advisers | 0.03% | Reduce -25.5% | 931,712 | $25.7M |
| Private Advisor Group, LLC | 0.09% | Reduce -23.5% | 670,013 | $18.5M |
| Scarborough Advisors, LLC | 3.08% | Reduce -2.3% | 661,426 | $18.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 609,109 | $16.8M |
| Petix & Botte Co | 3.76% | Add +15.4% | 601,069 | $16.6M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +55.4% | 499,300 | $13.8M |
| Spectrum Investment Advisors, Inc. | 6.27% | Add +4.0% | 453,918 | $12.5M |
| Osaic Holdings, Inc. | 0.02% | Add +5.7% | 452,897 | $12.5M |
| Stewardship Advisors, LLC | 2.41% | Reduce -50.9% | 379,156 | $10.4M |
| Asset Allocation Strategies LLC | 1.74% | Reduce -25.8% | 340,542 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -58.5% | 310,404 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.4% | 308,194 | $8.5M |
| Schwallier Wealth Management LLC | 5.35% | Add +0.5% | 305,116 | $8.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 295,288 | $8.1M |
| Morgan Stanley | 0.00% | Add +1.7% | 223,152 | $6.1M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -46.6% | 219,197 | $6.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +353.4% | 208,837 | $5.8M |
| Ashton Thomas Securities, LLC | 0.89% | Reduce -42.1% | 170,422 | $4.7M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -0.3% | 153,211 | $4.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -9.3% | 151,327 | $4.2M |
| Garden State Investment Advisory Services LLC | 0.96% | Reduce -45.8% | 147,422 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -17.1% | 146,486 | $4.0M |
| Total Clarity Wealth Management, Inc. | 0.95% | Reduce -35.5% | 143,243 | $3.9M |
| Bank of America Corp. | 0.00% | Reduce -8.3% | 142,778 | $3.9M |
| Curry Webb Wealth Management LLC | 1.66% | — | 121,618 | $3.4M |
| Signal Advisors Wealth, LLC | 0.24% | Reduce -41.5% | 110,067 | $3.0M |
| Tailwinds Wealth, LLC | 3.17% | — | 106,640 | $2.9M |
| VestGen Advisors, LLC | 0.11% | Reduce -77.8% | 91,653 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +14.8% | 83,267 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +183.6% | 82,375 | $2.3M |
| Westmount Partners, LLC | 0.55% | No change | 40,000 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -5.7% | 73,281 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.0% | 59,860 | $1.6M |
| PAX Financial Group, LLC | 0.24% | Reduce -39.9% | 49,766 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -21.3% | 45,532 | $1.3M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -9.3% | 44,801 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +24.8% | 44,623 | $1.2M |
| Sequent Planning LLC | 0.31% | Add +6.9% | 44,035 | $1.2M |
| Simplicity Wealth,LLC | 0.07% | Add +10.4% | 42,819 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +56.1% | 40,081 | $1.1M |
| Prospera Financial Services Inc | 0.01% | Add +5.2% | 32,806 | $904K |
| PFG Investments, LLC | 0.03% | Reduce -2.2% | 26,624 | $733K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.6% | 26,360 | $727K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -63.2% | 26,340 | $726K |
| Susquehanna International Group, LLP | 0.00% | New | 24,159 | $666K |
| Alteri Wealth LLC | 0.20% | Reduce -11.4% | 22,445 | $618K |
| Sowell Financial Services LLC | 0.02% | Add +17.7% | 19,404 | $535K |
| World Investment Advisors | 0.01% | Add +9.5% | 19,398 | $534K |
| UBS Group AG | 0.00% | Add +4.9% | 19,054 | $525K |
| Principal Securities, Inc. | 0.01% | Reduce -17.4% | 19,005 | $524K |
| Spire Wealth Management | 0.02% | No change | 17,700 | $488K |
| MML Investors Services, LLC | 0.00% | Reduce -34.1% | 16,616 | $458K |
| Citadel Advisors | 0.00% | Reduce -32.4% | 13,023 | $359K |
| Emergent Wealth Advisors, LLC | 0.19% | Add +12.8% | 12,017 | $331K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.8% | 11,583 | $319K |
| Empirical Asset Management, LLC | 0.09% | Reduce -33.3% | 11,144 | $307K |
| IFG Advisory, LLC | 0.01% | Reduce -2.4% | 11,088 | $305K |
| GTS Securities LLC | 0.01% | New | 10,579 | $291K |
| CreativeOne Wealth, LLC | 0.01% | No change | 10,000 | $276K |
| Community Bank & Trust, Waco, Texas | 0.06% | New | 9,915 | $273K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +26.3% | 9,826 | $271K |
| Capital Analysts, LLC | 0.01% | Reduce -0.2% | 7,373 | $203K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 7,316 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +67.2% | 6,903 | $190K |
| Comerica Bank | 0.00% | Reduce -52.4% | 5,680 | $156K |
| Private Trust Co. NA | 0.01% | No change | 4,831 | $133K |
| St Germain D J Co. Inc. | 0.00% | Reduce -14.1% | 3,844 | $106K |
| CoreCap Advisors, LLC | 0.00% | Reduce -33.9% | 3,224 | $89K |
| Concord Wealth Partners | 0.01% | Add +0.0% | 2,942 | $81K |
| AE Wealth Management LLC | 0.00% | Add +668.7% | 2,483 | $68K |
| Operose Advisors LLC | 0.01% | New | 1,396 | $38K |
| NewEdge Advisors, LLC | 0.00% | No change | 983 | $27K |
| Harbour Investments, Inc. | 0.00% | Reduce -74.4% | 740 | $20K |
| Cwm, LLC | 0.00% | Add +7.3% | 634 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 616 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | Add +18.8% | 310 | $9K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.9% | 115 | $3K |
| Lodestone Wealth Management LLC | 0.00% | New | 92 | $3K |
| FMR LLC | 0.00% | No change | 65 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 26 | $716 |
| Signature Equity Partners, LLC | 0.00% | — | 29 | $371 |
"% 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.