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

Invesco Equal Weight 0-30 Year Treasury ETF logo
$26.06 -0.01 (-0.04%)
Closing price 03:59 PM Eastern
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$26.06 0.00 (0.00%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Equal Weight 0-30 Year Treasury ETF (NASDAQ:GOVI)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$185.91M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$231.05M
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GOVI Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Sequoia Financial Advisors LLC10,545$286K0.0%+12.6%0.023%
9/9/2026 Integrated Wealth Concepts LLC283,559$7.70M0.0%+320.1%0.613%
9/2/2026 Citadel Advisors LLC16,184$439K0.0%-53.5%0.035%
8/22/2026 Concurrent Investment Advisors LLC422,281$11.47M0.1%+151.3%0.912%
7/7/2026 Dynamic Advisor Solutions LLC44,713$1.21M0.0%-20.3%0.098%
7/7/2026 CoreCap Advisors LLC6,709$182K0.0%+1,149.3%0.015%
6/10/2026 Curry Webb Wealth Management LLC42,958$1.17M0.6%N/A0.099%
5/19/2026 Bank of America Corp DE679,428$18.53M0.0%+375.9%1.567%
5/19/2026 Ashton Thomas Securities LLC53,237$1.45M0.2%-68.8%0.123%
5/18/2026 Royal Bank of Canada281,793$7.69M0.0%-4.6%0.650%
5/13/2026 Cetera Investment Advisers647,324$17.66M0.0%-30.5%1.493%
5/13/2026 Wealthspire Retirement LLC20,912$570K0.0%N/A0.048%
5/7/2026 Scarborough Advisors LLC516,440$14.09M1.5%-21.9%1.191%
5/5/2026 Bank of New York Mellon Corp2,417,467$65.95M0.0%-2.0%5.574%
5/5/2026 Schwallier Wealth Management LLC44,161$1.21M0.9%-85.5%0.102%
5/1/2026 Fifth Third Bancorp5,204$142K0.0%N/A0.012%
5/1/2026 Simplicity Wealth LLC8,937$244K0.0%-79.1%0.021%
5/1/2026 Petix & Botte Co646,593$17.64M3.9%+7.6%1.500%
5/1/2026 Sequoia Financial Advisors LLC9,369$256K0.0%-4.7%0.022%
4/30/2026 Kestra Advisory Services LLC203,495$5.55M0.0%-2.6%0.472%
4/28/2026 Ascentis Independent Advisors1,000$27K0.0%N/A0.002%
4/27/2026 PFG Investments LLC26,157$714K0.0%-1.8%0.062%
4/27/2026 World Investment Advisors20,998$573K0.0%+8.2%0.050%
4/27/2026 Private Advisor Group LLC283,811$7.74M0.0%-57.6%0.673%
4/22/2026 Econ Financial Services Corp226,050$6.17M2.9%N/A0.544%
4/21/2026 Sequent Planning LLC45,410$1.24M0.3%+3.1%0.109%
4/20/2026 Kestra Private Wealth Services LLC39,876$1.09M0.0%-45.6%0.096%
4/17/2026 WealthBridge Capital Management LLC39,173$1.07M0.2%N/A0.096%
4/17/2026 Total Clarity Wealth Management Inc.42,380$1.16M0.3%-70.4%0.103%
4/17/2026 Signal Advisors Wealth LLC20,783$567K0.0%-81.1%0.051%
4/17/2026 Community Bank & Trust Waco Texas10,807$295K0.1%+9.0%0.026%
4/17/2026 Stewardship Advisors LLC103,156$2.81M0.6%-72.8%0.252%
3/13/2026 World Investment Advisors19,398$534K0.0%+9.5%0.061%
2/19/2026 Invesco Ltd.2,361,572$65.06M0.0%-57.1%7.417%
2/18/2026 VestGen Advisors LLC91,653$2.53M0.1%-77.8%0.288%
2/17/2026 Scarborough Advisors LLC661,426$18.22M3.1%-2.3%2.077%
2/17/2026 Cetera Investment Advisers931,712$25.67M0.0%-25.5%2.926%
2/17/2026 Osaic Holdings Inc.452,897$12.48M0.0%+5.7%1.422%
2/17/2026 Private Advisor Group LLC670,013$18.46M0.1%-23.5%2.104%
2/17/2026 Royal Bank of Canada295,288$8.14M0.0%-0.4%0.927%
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2/16/2026 MML Investors Services LLC16,616$458K0.0%-34.2%0.052%
2/13/2026 Arete Wealth Advisors LLC44,801$1.23M0.1%-9.2%0.141%
2/13/2026 Kestra Advisory Services LLC208,837$5.75M0.0%+353.4%0.656%
2/13/2026 Integrated Wealth Concepts LLC219,197$6.04M0.1%-46.6%0.688%
2/13/2026 Wells Fargo & Company MN609,109$16.78M0.0%-0.7%1.913%
2/13/2026 Asset Allocation Strategies LLC340,542$9.38M1.8%-25.8%1.070%
2/12/2026 Jane Street Group LLC83,267$2.29M0.0%+14.8%0.262%
2/12/2026 Federation des caisses Desjardins du Quebec499,300$13.76M0.1%+55.4%1.568%
2/12/2026 Commonwealth Equity Services LLC310,404$8.55M0.0%-58.5%0.975%
2/12/2026 Steward Partners Investment Advisory LLC44,623$1.23M0.0%+24.8%0.140%
2/12/2026 Principal Securities Inc.19,005$524K0.0%-17.4%0.060%
2/11/2026 Janney Montgomery Scott LLC26,340$726K0.0%-63.2%0.083%
2/11/2026 Alteri Wealth LLC22,445$618K0.2%-11.4%0.070%
2/11/2026 LPL Financial LLC3,953,092$108.91M0.0%-16.3%12.415%
2/11/2026 Schwallier Wealth Management LLC305,116$8.38M5.4%+0.5%0.958%
2/10/2026 Bank of New York Mellon Corp2,467,127$67.97M0.0%-2.2%7.749%
2/10/2026 Goldman Sachs Group Inc.82,375$2.27M0.0%+183.6%0.259%
2/10/2026 Operose Advisors LLC1,396$38K0.0%N/A0.004%
2/10/2026 Northwestern Mutual Wealth Management Co.6,903$190K0.0%+67.2%0.022%
2/9/2026 Community Bank & Trust Waco Texas9,915$273K0.1%N/A0.031%
2/9/2026 Prospera Financial Services Inc32,806$904K0.0%+5.2%0.103%
2/6/2026 Empirical Asset Management LLC11,144$307K0.0%-33.3%0.035%
2/6/2026 Wilian Securities LLC106,640$2.94M3.2%N/A0.335%
2/5/2026 Sequent Planning LLC44,035$1.21M0.3%+6.9%0.138%
2/5/2026 PAX Financial Group LLC49,766$1.37M0.2%-39.9%0.156%
2/5/2026 Petix & Botte Co601,069$16.56M3.8%+15.4%1.888%
2/4/2026 World Investment Advisors19,398$534K0.0%+9.5%0.061%
2/3/2026 Sequoia Financial Advisors LLC9,826$271K0.0%+26.3%0.031%
2/2/2026 Ashton Thomas Securities LLC170,422$4.70M0.9%-42.1%0.535%
2/2/2026 Total Clarity Wealth Management Inc.143,243$3.95M1.0%-35.5%0.450%
1/30/2026 Simplicity Wealth LLC42,819$1.18M0.1%+10.4%0.134%
1/29/2026Comerica Bank5,680$156K0.0%-52.4%0.018%
1/29/2026 Kestra Private Wealth Services LLC73,281$2.02M0.0%-5.7%0.230%
1/29/2026 ST Germain D J Co. Inc.3,844$106K0.0%-14.1%0.012%
1/29/2026 Concurrent Investment Advisors LLC151,327$4.17M0.0%-9.3%0.475%
1/28/2026 Spectrum Investment Advisors Inc.453,918$12.51M6.3%+4.0%1.426%
1/26/2026 PFG Investments LLC26,624$733K0.0%-2.2%0.084%
1/21/2026 Sowell Financial Services LLC19,404$535K0.0%+17.7%0.060%
1/15/2026 Stewardship Advisors LLC379,156$10.45M2.4%-50.9%1.200%
1/14/2026 Emergent Wealth Advisors LLC12,017$331K0.2%+12.8%0.038%
1/13/2026 CoreCap Advisors LLC3,224$89K0.0%-33.9%0.010%
1/13/2026 Signal Advisors Wealth LLC110,067$3.03M0.2%-41.5%0.344%
1/9/2026 Dynamic Advisor Solutions LLC45,532$1.25M0.0%-21.3%0.142%
1/8/2026 Wealth Enhancement Advisory Services LLC26,360$727K0.0%-4.6%0.082%
11/21/2025 Petix & Botte Co521,006$14.46M3.3%+14.8%1.351%
11/17/2025 Kestra Private Wealth Services LLC77,701$2.16M0.0%+37.1%0.202%
11/17/2025 Schwallier Wealth Management LLC303,483$8.43M5.3%+6.6%0.787%
11/17/2025 Northwestern Mutual Wealth Management Co.4,129$115K0.0%+49.8%0.011%
11/17/2025 Integrated Wealth Concepts LLC410,229$11.39M0.1%+32.8%1.064%
11/17/2025 Flow Traders U.S. LLC240,836$6.69M0.3%-5.2%0.625%
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11/17/2025 Citadel Advisors LLC19,259$535K0.0%+58.9%0.050%
11/17/2025 Bank of America Corp DE155,678$4.32M0.0%-11.9%0.404%
11/14/2025 Tower Research Capital LLC TRC 74,308$2.06M0.1%N/A0.193%
11/14/2025Comerica Bank11,930$331K0.0%+638.2%0.031%
11/13/2025 Invesco Ltd.5,510,388$152.97M0.0%+111.3%14.290%
11/13/2025 Private Advisor Group LLC875,499$24.30M0.1%-4.9%2.270%
11/13/2025 Integrated Capital Management LLC346,334$9.61M4.3%N/A0.898%
11/13/2025 CreativeOne Wealth LLC10,000$278K0.0%N/A0.026%
11/13/2025 Sequent Planning LLC41,198$1.14M0.3%+6.3%0.107%
11/12/2025 IFG Advisory LLC11,365$316K0.0%+10.0%0.029%


GOVI Institutional Ownership - Frequently Asked Questions

During the previous two years, 107 institutional investors and hedge funds held shares of Invesco Equal Weight 0-30 Year Treasury ETF. The most heavily invested institutionals were LPL Financial LLC ($108.91M), Bank of New York Mellon Corp ($65.95M), Invesco Ltd. ($65.06M), Bank of America Corp DE ($18.53M), Cetera Investment Advisers ($17.66M), Petix & Botte Co ($17.64M), and Wells Fargo & Company MN ($16.78M).Learn more on Invesco Equal Weight 0-30 Year Treasury ETF's institutional investors.

Of the 102 institutional investors that purchased Invesco Equal Weight 0-30 Year Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Invesco Ltd. ($2.90M), Cetera Investment Advisers ($1.04M), Petix & Botte Co ($646.59K), Asset Allocation Strategies LLC ($614.11K), Bank of New York Mellon Corp ($604.46K), Stewardship Advisors LLC ($568.68K), and Bank of America Corp DE ($536.65K).

Institutional investors have bought a total of 6,728,507 shares in the last 24 months. This purchase volume represents approximately $185.91M in transactions.

Of the 41 institutional investors that sold Invesco Equal Weight 0-30 Year Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($3.15M), LPL Financial LLC ($767.50K), Stewardship Advisors LLC ($669.54K), Private Advisor Group LLC ($636.98K), Cetera Investment Advisers ($603.67K), Commonwealth Equity Services LLC ($437.56K), and VestGen Advisors LLC ($321.90K).

Institutional investors have sold a total of 8,403,362 shares in the last 24 months. This volume of shares sold represents approximately $231.05M in transactions.


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Institutional ownership data for NASDAQ:GOVI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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