Invesco Equal Weight 0-30 YRGOVIETF
13F holders, Q1 2026 (March 31)77holders −7
14new positions
20sold out
1famous investor
$27.31avg. 13F price*
At the end of Q1 2026, 77 institutions reported holding Invesco Equal Weight 0-30 YR (GOVI) in their 13F filings, down 7 from Q4 2025. 14 opened new positions and 20 sold out. The largest holders were Invesco Ltd. ($354.9M), LPL Financial LLC ($76.2M) and Bank of New York Mellon Corp ($65.9M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $15.8M |
| Exits | 20 | $35.7M |
All 13F filers, Q4 2025 → Q1 2026: 12,443,901 shares bought and 5,615,460 shares sold, net +6,828,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Invesco Ltd. | 0.03% | Add +450.8% | 13,008,280 | $354.9M |
| LPL Financial LLC | 0.02% | Reduce -29.4% | 2,791,880 | $76.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.0% | 2,417,467 | $65.9M |
| Bank of America Corp. | 0.00% | Add +375.9% | 679,428 | $18.5M |
| Cetera Investment Advisers | 0.02% | Reduce -30.5% | 647,324 | $17.7M |
| Wells Fargo & Company | 0.00% | Add +4.2% | 634,893 | $17.3M |
| Scarborough Advisors, LLC | 1.54% | Reduce -21.9% | 516,440 | $14.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +61.2% | 500,435 | $13.7M |
| Spectrum Investment Advisors, Inc. | 6.54% | Add +6.4% | 482,813 | $13.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +447.3% | 450,858 | $12.3M |
| Petix & Botte Co | 3.95% | Reduce -46.2% | 323,296 | $8.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -57.6% | 283,811 | $7.7M |
| Royal Bank of Canada | 0.00% | Reduce -4.6% | 281,793 | $7.7M |
| Morgan Stanley | 0.00% | Add +13.4% | 253,155 | $6.9M |
| Econ Financial Services Corp | 2.86% | New | 226,050 | $6.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.6% | 203,495 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +11.0% | 168,010 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -49.3% | 156,340 | $4.3M |
| Independent Advisor Alliance | 0.04% | New | 149,096 | $4.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -72.8% | 123,143 | $3.4M |
| Stewardship Advisors, LLC | 0.65% | Reduce -72.8% | 103,156 | $2.8M |
| Tower Research Capital LLC (TRC) | 0.06% | New | 85,182 | $2.3M |
| VestGen Advisors, LLC | 0.06% | Reduce -10.8% | 81,772 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -47.3% | 77,134 | $2.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -69.2% | 67,499 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 59,639 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +23.3% | 56,129 | $1.5M |
| Ashton Thomas Securities, LLC | 0.18% | Reduce -68.8% | 53,237 | $1.5M |
| Wealthspire Retirement, LLC | 0.08% | New | 20,912 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.3% | 48,765 | $1.3M |
| Sequent Planning LLC | 0.30% | Add +3.1% | 45,410 | $1.2M |
| Schwallier Wealth Management LLC | 0.88% | Reduce -85.5% | 44,161 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +8.5% | 43,496 | $1.2M |
| Curry Webb Wealth Management LLC | 0.55% | Reduce -64.7% | 42,958 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.27% | Reduce -70.4% | 42,380 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -45.6% | 39,876 | $1.1M |
| WealthBridge Capital Management, LLC | 0.25% | New | 39,173 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +11.2% | 36,477 | $995K |
| Citadel Advisors | 0.00% | Add +167.2% | 34,792 | $949K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -78.3% | 33,190 | $905K |
| Garden State Investment Advisory Services LLC | 0.18% | Reduce -81.3% | 27,587 | $753K |
| PFG Investments, LLC | 0.03% | Reduce -1.8% | 26,157 | $714K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.3% | 21,267 | $581K |
| World Investment Advisors | 0.01% | Add +8.3% | 20,998 | $573K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -81.1% | 20,783 | $567K |
| UBS Group AG | 0.00% | Add +2.6% | 19,541 | $533K |
| Jane Street Group, LLC | 0.00% | Reduce -78.1% | 18,234 | $497K |
| Spire Wealth Management | 0.02% | No change | 17,700 | $483K |
| Virtu Financial LLC | 0.02% | New | 13,992 | $382K |
| Sowell Financial Services LLC | 0.01% | Reduce -29.2% | 13,731 | $375K |
| Community Bank & Trust, Waco, Texas | 0.06% | Add +9.0% | 10,807 | $295K |
| Raymond James Financial Inc. | 0.00% | New | 10,179 | $278K |
| CreativeOne Wealth, LLC | 0.01% | No change | 10,000 | $273K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.7% | 9,369 | $256K |
| Simplicity Wealth,LLC | 0.01% | Reduce -79.1% | 8,937 | $244K |
| Fifth Third Bancorp | 0.00% | New | 5,204 | $142K |
| Private Trust Co. NA | 0.01% | No change | 4,831 | $132K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,844 | $105K |
| AE Wealth Management LLC | 0.00% | Reduce -3.8% | 2,390 | $65K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -72.3% | 1,913 | $52K |
| Harbour Investments, Inc. | 0.00% | Add +63.5% | 1,210 | $33K |
| Ascentis Independent Advisors | 0.00% | New | 1,000 | $27K |
| NewEdge Advisors, LLC | 0.00% | No change | 983 | $27K |
| JPMorgan Chase & Co. | 0.00% | Add +2642.3% | 713 | $19K |
| Cwm, LLC | 0.00% | No change | 634 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 616 | $17K |
| CoreCap Advisors, LLC | 0.00% | Reduce -83.3% | 537 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 372 | $10K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 261 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -15.8% | 261 | $7K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.9% | 116 | $3K |
| Lodestone Wealth Management LLC | 0.00% | No change | 92 | $3K |
| IFP Advisors, Inc | 0.00% | New | 73 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -99.4% | 71 | $2K |
| FMR LLC | 0.00% | No change | 65 | $2K |
| Assetmark, Inc. | 0.00% | New | 59 | $2K |
| Holos Integrated Wealth LLC | 0.00% | New | 5 | $136 |
"% 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.