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

$29.57
+0.12 (+0.41%)
(As of 01:10 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$188.85M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$4.17M
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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
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%
8/7/2024PFG 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%
7/29/2024 FAS Wealth Partners Inc.22,157$611K0.1%+6.0%0.095%
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%
7/23/2024 Orgel 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%
7/15/2024Dynamic 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%
7/10/2024Simplicity 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%
4/29/2024 FAS Wealth Partners Inc.20,906$587K0.1%N/A0.085%
4/24/2024Simplicity Wealth LLC41,949$1.18M0.0%N/A0.170%
4/22/2024PFG Investments LLC15,452$434K0.0%N/A0.063%
4/16/2024 Wealth Enhancement Advisory Services LLC75,609$2.12M0.0%N/A0.000%
4/15/2024 Orgel Wealth Management LLC4,442,372$124.74M3.4%N/A0.000%
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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, 30 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 ($124.59M), Bank of New York Mellon Corp ($48.60M), Dynamic Advisor Solutions LLC ($14.98M), Spectrum Investment Advisors Inc. ($10.75M), Commonwealth Equity Services LLC ($8.87M), Affinity Capital Advisors LLC ($5.92M), and Stewardship Advisors LLC ($5.73M).Learn more on GOVI's institutional investors.

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

Of the 27 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 ($4.52M), Spectrum Investment Advisors Inc. ($389.76K), Commonwealth Equity Services LLC ($324.81K), Private Advisor Group LLC ($296.46K), Affinity Capital Advisors LLC ($214.38K), Cetera Investment Advisers ($172.80K), and Simplicity Wealth LLC ($131.34K).

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

Institutional investors have bought a total of 6,738,595 shares in the last 24 months. This purchase volume represents approximately $188.85M in transactions.

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

The following institutional investors have sold Invesco Equal Weight 0-30 Year Treasury ETF stock in the last 24 months: Private Advisor Group LLC ($129.92K), Wealth Enhancement Advisory Services LLC ($6.21K), Atria Wealth Solutions Inc. ($4.97K), Commonwealth Equity Services LLC ($3.50K), PFG Investments LLC ($2.39K), Brookstone Capital Management ($1.49K), and Security Financial Services INC. ($1.42K).

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

Institutional investors have sold a total of 151,030 shares in the last 24 months. This volume of shares sold represents approximately $4.17M in transactions.


This page (NYSEARCA:GOVI) was last updated on 9/10/2024 by MarketBeat.com Staff

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