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Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) Institutional Ownership

$27.48 -0.05 (-0.18%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Equal Weight 0-30 Year Treasury ETF (NYSEARCA:GOVI)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$257.60M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.97M
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GOVI Institutional Buying and Selling by Quarter

Invesco Equal Weight 0-30 Year Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Arete Wealth Advisors LLC46,516$1.35M0.1%-29.4%0.200%
11/18/2024 Asset Allocation Strategies LLC164,127$4.77M1.4%+1,770.4%0.704%
11/15/2024 MML Investors Services LLC21,392$622K0.0%+54.1%0.092%
11/15/2024 Jane Street Group LLC28,582$831K0.0%+228.3%0.123%
11/15/2024 Stifel Financial Corp438,519$12.75M0.0%N/A1.882%
11/15/2024 Integrated Wealth Concepts LLC321,439$9.35M0.1%+186.2%1.380%
11/13/2024 Elios Financial Group Inc.42,554$1.24M0.6%N/A0.183%
11/13/2024 Private Trust Co. NA8,454$246K0.0%-23.2%0.036%
11/12/2024 Kingsview Wealth Management LLC9,392$273K0.0%+16.5%0.040%
11/8/2024 Prospera Financial Services Inc60,196$1.75M0.0%+1.2%0.258%
11/6/2024 Spectrum Investment Advisors Inc.397,427$11.56M7.9%+2.0%1.706%
11/4/2024 Ashton Thomas Securities LLC247,990$7.21M1.4%+167.6%1.064%
10/31/2024 Concurrent Investment Advisors LLC89,745$2.61M0.1%+64.0%0.385%
10/30/2024 Wisconsin Capital Management LLC15,000$436K0.2%N/A0.064%
10/29/2024 Janney Montgomery Scott LLC107,202$3.12M0.0%+14.6%0.460%
10/24/2024 Concord Wealth Partners6,485$189K0.0%+58.6%0.028%
10/24/2024 Wealth Enhancement Advisory Services LLC65,922$1.92M0.0%-5.0%0.283%
10/24/2024 PFG Investments LLC13,951$406K0.0%+6.8%0.060%
10/22/2024 Private Advisor Group LLC173,054$5.03M0.0%+3.9%0.743%
10/22/2024 Sequoia Financial Advisors LLC7,768$226K0.0%-21.0%0.033%
10/21/2024 Fortis Group Advisors LLC61,792$1.80M0.3%+82.0%0.265%
10/21/2024 Stewardship Advisors LLC541,692$15.75M4.4%+161.0%2.325%
10/18/2024Stratos Investment Management LLC416,841$12.12M0.8%+85.8%1.789%
10/17/2024Orgel Wealth Management LLC4,901,615$142.54M3.6%+8.5%21.037%
10/16/2024 Good Life Advisors LLC11,628$338K0.0%N/A0.050%
10/10/2024 Simplicity Wealth LLC187,519$5.45M0.5%+42.8%0.805%
10/8/2024 Brookstone Capital Management9,480$276K0.0%+7.7%0.041%
10/8/2024 Dynamic Advisor Solutions LLC786,972$22.89M0.7%+45.0%3.378%
8/22/2024 Cetera Investment Advisers172,804$4.77M0.0%+1.3%0.742%
8/15/2024 Affinity Capital Advisors LLC214,376$5.92M1.2%N/A0.920%
8/8/2024 Envestnet Asset Management Inc.160,834$4.44M0.0%+17.6%0.690%
8/7/2024 PFG Investments LLC13,059$360K0.0%-15.5%0.056%
8/6/2024 Cullen Frost Bankers Inc.5,240$145K0.0%N/A0.022%
8/5/2024 Private Advisor Group LLC166,541$4.60M0.0%-43.8%0.715%
7/31/2024 Asset Allocation Strategies LLC8,775$242K0.1%N/A0.038%
7/31/2024 Spectrum Investment Advisors Inc.389,759$10.75M7.9%+9.2%1.673%
7/31/2024Commonwealth Equity Services LLC321,306$8.87M0.0%-1.1%1.379%
7/31/2024 Concurrent Investment Advisors LLC54,707$1.51M0.0%+349.9%0.235%
7/31/2024 Fortis Group Advisors LLC33,946$937K0.2%N/A0.146%
7/29/2024FAS Wealth Partners Inc.22,157$611K0.1%+6.0%0.095%
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7/26/2024 Bank of New York Mellon Corp1,761,528$48.60M0.0%+7.0%7.560%
7/23/2024 Security Financial Services INC.11,257$311K0.1%-11.2%0.048%
7/23/2024Orgel Wealth Management LLC4,515,822$124.59M3.4%+1.7%19.381%
7/22/2024 Atria Wealth Solutions Inc.48,121$1.33M0.0%-9.4%0.207%
7/18/2024 Brookstone Capital Management8,806$248K0.0%-14.5%0.038%
7/16/2024 Wealth Enhancement Advisory Services LLC69,404$1.92M0.0%-8.2%0.298%
7/16/2024 Sequoia Financial Advisors LLC9,835$271K0.0%N/A0.042%
7/15/2024 Dynamic Advisor Solutions LLC542,793$14.98M0.5%+7.7%2.330%
7/10/2024 Richard P Slaughter Associates Inc11,212$309K0.1%-9.1%0.048%
7/10/2024 Simplicity Wealth LLC131,339$3.62M0.1%+213.1%0.564%
7/10/2024 Stewardship Advisors LLC207,514$5.73M1.9%+50.5%0.891%
5/24/2024 Cetera Investment Advisers170,667$4.79M0.0%N/A0.732%
5/17/2024 Comerica Bank2,473$69K0.0%N/A0.011%
5/9/2024 Kingsview Wealth Management LLC7,318$205K0.0%N/A0.030%
5/8/2024 Avantax Advisory Services Inc.97,280$2.73M0.0%N/A0.395%
5/7/2024 Concurrent Investment Advisors LLC12,161$341K0.0%N/A0.049%
5/7/2024 Spectrum Investment Advisors Inc.356,975$10.02M7.4%N/A1.450%
5/6/2024 Envestnet Portfolio Solutions Inc.8,554$240K0.0%N/A0.035%
5/4/2024 Geneos Wealth Management Inc.1,993$56K0.0%N/A0.008%
5/1/2024 Janney Montgomery Scott LLC88,483$2.49M0.0%N/A0.359%
4/30/2024 Private Advisor Group LLC296,462$8.33M0.1%N/A1.204%
4/30/2024 Concord Wealth Partners4,122$116K0.0%+1,377.4%0.017%
4/29/2024Commonwealth Equity Services LLC324,808$9.12M0.0%N/A1.319%
4/29/2024FAS Wealth Partners Inc.20,906$587K0.1%N/A0.085%
4/24/2024 Simplicity Wealth LLC41,949$1.18M0.0%N/A0.170%
4/22/2024 PFG Investments LLC15,452$434K0.0%N/A0.063%
4/16/2024 Wealth Enhancement Advisory Services LLC75,609$2.12M0.0%N/A0.000%
4/15/2024Orgel Wealth Management LLC4,442,372$124.74M3.4%N/A0.000%
4/15/2024 Brookstone Capital Management10,298$289K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

GOVI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GOVI shares?

During the previous two years, 42 institutional investors and hedge funds held shares of Invesco Equal Weight 0-30 Year Treasury ETF. The most heavily invested institutionals were Orgel Wealth Management LLC ($142.54M), Bank of New York Mellon Corp ($48.60M), Dynamic Advisor Solutions LLC ($22.89M), Stewardship Advisors LLC ($15.75M), Stifel Financial Corp ($12.75M), Stratos Investment Management LLC ($12.12M), and Spectrum Investment Advisors Inc. ($11.56M).Learn more on GOVI's institutional investors.

Which institutional investors have been buying Invesco Equal Weight 0-30 Year Treasury ETF stock?

Of the 37 institutional investors that purchased Invesco Equal Weight 0-30 Year Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orgel Wealth Management LLC ($4.90M), Stifel Financial Corp ($438.52K), Stewardship Advisors LLC ($403.82K), Spectrum Investment Advisors Inc. ($397.43K), Commonwealth Equity Services LLC ($324.81K), Private Advisor Group LLC ($302.98K), and Dynamic Advisor Solutions LLC ($283.04K).

How much institutional buying is happening at Invesco Equal Weight 0-30 Year Treasury ETF?

Institutional investors have bought a total of 9,102,951 shares in the last 24 months. This purchase volume represents approximately $257.60M in transactions.

Which Invesco Equal Weight 0-30 Year Treasury ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold Invesco Equal Weight 0-30 Year Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Advisor Group LLC ($129.92K), Arete Wealth Advisors LLC ($19.39K), Wealth Enhancement Advisory Services LLC ($9.69K), Atria Wealth Solutions Inc. ($4.97K), Commonwealth Equity Services LLC ($3.50K), Private Trust Co. NA ($2.55K), and PFG Investments LLC ($2.39K).

How much institutional selling is happening at Invesco Equal Weight 0-30 Year Treasury ETF?

Institutional investors have sold a total of 178,520 shares in the last 24 months. This volume of shares sold represents approximately $4.97M in transactions.



This page (NYSEARCA:GOVI) was last updated on 11/20/2024 by MarketBeat.com Staff
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