GOVI Institutional Ownership
Invesco Equal Weight 0-30 Year Treasury ETF
1W: -1.1%
1M: -4.0%
3M: -6.3%
YTD: -7.6%
1Y: -8.7%
3Y: +2.1%
5Y: -22.4%
$25.26
-0.06 (-0.25%)
Weekly Expected Move ±1.1%
$25
$25
$25
$26
$26
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GOVI
98
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
881M
Total Invested
21
New Positions
39
Increased
26
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (109 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 14,175,621 | 358M | +1,167,341 | +9.0% | 33Q | SEC ↗ |
| 2 | LPL Financial LLC | 4,405,888 | 111M | +1,614,008 | +57.8% | 33Q | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 2,427,468 | 61M | +10,001 | +0.4% | 12Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 1,105,110 | 28M | +457,786 | +70.7% | 6Q | SEC ↗ |
| 5 | Commonwealth Financial Services, LLC NEW | 1,060,517 | 27M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Private Advisor Group, LLC | 824,401 | 21M | +540,590 | +190.5% | 15Q | SEC ↗ |
| 7 | Petix & Botte Co | 657,924 | 17M | +11,331 | +1.8% | 7Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 615,776 | 16M | -63,652 | -9.4% | 15Q | SEC ↗ |
| 9 | Stewardship Advisors, LLC | 593,954 | 15M | +490,798 | +475.8% | 10Q | SEC ↗ |
| 10 | Spectrum Investment Advisors, Inc. | 556,899 | 14M | +74,086 | +15.3% | 11Q | SEC ↗ |
| 11 | Scarborough Advisors, LLC | 549,243 | 14M | +32,803 | +6.4% | 7Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 514,768 | 13M | +14,333 | +2.9% | 33Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 498,844 | 13M | +342,504 | +219.1% | 16Q | SEC ↗ |
| 14 | Concurrent Investment Advisors, LLC | 422,281 | 11M | +254,271 | +151.3% | 10Q | SEC ↗ |
| 15 | ASHTON THOMAS SECURITIES, LLC | 325,976 | 8M | +272,739 | +512.3% | 9Q | SEC ↗ |
| 16 | Integrated Wealth Concepts LLC | 283,559 | 7M | +216,060 | +320.1% | 11Q | SEC ↗ |
| 17 | Garden State Investment Advisory Servi | 281,199 | 7M | +253,612 | +919.3% | 6Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 279,259 | 7M | -2,534 | -0.9% | 33Q | SEC ↗ |
| 19 | MORGAN STANLEY | 255,748 | 6M | +2,593 | +1.0% | 33Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 224,900 | 6M | +21,405 | +10.5% | 9Q | SEC ↗ |
| 21 | Total Clarity Wealth Management, Inc. | 187,444 | 5M | +145,064 | +342.3% | 7Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 180,745 | 5M | -454,148 | -71.5% | 33Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 179,958 | 5M | +102,824 | +133.3% | 7Q | SEC ↗ |
| 24 | Gladstone Institutional Advisory LLC | 153,921 | 4M | +120,731 | +363.8% | 6Q | SEC ↗ |
| 25 | Simplicity Wealth,LLC | 151,671 | 4M | +142,734 | +1597.1% | 6Q | SEC ↗ |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 132,591 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Curry Webb Wealth Management LLC | 104,509 | 3M | +61,551 | +143.3% | 3Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 96,051 | 2M | -27,092 | -22.0% | 26Q | SEC ↗ |
| 29 | VestGen Advisors, LLC | 77,683 | 2M | -4,089 | -5.0% | 6Q | SEC ↗ |
| 30 | &PARTNERS NEW | 76,969 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC | 75,217 | 2M | +56,983 | +312.5% | 4Q | SEC ↗ |
| 32 | PNC Financial Services Group, Inc. | 64,772 | 2M | +5,133 | +8.6% | 15Q | SEC ↗ |
| 33 | PAX Financial Group, LLC NEW | 61,869 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | JONES FINANCIAL COMPANIES LLLP | 57,539 | 1M | +14,043 | +32.3% | 9Q | SEC ↗ |
| 35 | Tower Research Capital LLC (TRC) | 55,437 | 1M | -29,745 | -34.9% | 2Q | SEC ↗ |
| 36 | WealthBridge Capital Management, LLC | 52,381 | 1M | +13,208 | +33.7% | 2Q | SEC ↗ |
| 37 | Janney Montgomery Scott LLC NEW | 46,400 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Sequent Planning LLC | 44,910 | 1M | -500 | -1.1% | 10Q | SEC ↗ |
| 39 | Dynamic Advisor Solutions LLC | 44,713 | 1M | -11,416 | -20.3% | 12Q | SEC ↗ |
| 40 | KESTRA PRIVATE WEALTH SERVICES, LLC | 43,016 | 1M | +3,140 | +7.9% | 6Q | SEC ↗ |
| 41 | Prospera Financial Services Inc | 38,898 | 982K | +2,421 | +6.6% | 13Q | SEC ↗ |
| 42 | Steward Partners Investment Advisory, | 36,661 | 926K | -12,104 | -24.8% | 5Q | SEC ↗ |
| 43 | Schwallier Wealth Management LLC | 33,118 | 836K | -11,043 | -25.0% | 6Q | SEC ↗ |
| 44 | Signal Advisors Wealth, LLC | 28,705 | 725K | +7,922 | +38.1% | 4Q | SEC ↗ |
| 45 | MML INVESTORS SERVICES, LLC NEW | 26,174 | 661K | — | +0.0% | 1Q | SEC ↗ |
| 46 | PFG Investments, LLC | 26,127 | 660K | -30 | -0.1% | 10Q | SEC ↗ |
| 47 | PRINCIPAL SECURITIES, INC. NEW | 23,654 | 597K | — | +0.0% | 1Q | SEC ↗ |
| 48 | FINANCIAL MANAGEMENT NETWORK INC NEW | 22,300 | 563K | — | +0.0% | 1Q | SEC ↗ |
| 49 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 21,349 | 539K | +82 | +0.4% | 11Q | SEC ↗ |
| 50 | World Investment Advisors | 20,998 | 530K | — | +0.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Commonwealth Financial Services, LL | 1,060,517 | 27M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 132,591 | 3M |
| &PARTNERS | 76,969 | 2M |
| PAX Financial Group, LLC | 61,869 | 2M |
| Janney Montgomery Scott LLC | 46,400 | 1M |
| MML INVESTORS SERVICES, LLC | 26,174 | 661K |
| PRINCIPAL SECURITIES, INC. | 23,654 | 597K |
| FINANCIAL MANAGEMENT NETWORK INC | 22,300 | 563K |
| Alteri Wealth LLC | 17,640 | 446K |
| FIRETHORN WEALTH PARTNERS, LLC | 16,611 | 420K |
| Tailwinds Wealth, LLC | 14,094 | 356K |
| MGO ONE SEVEN LLC | 11,304 | 285K |
| Empirical Asset Management, LLC | 10,504 | 265K |
| Axim Planning & Wealth | 7,416 | 187K |
| Main Street Financial Solutions, LL | 5,660 | 143K |
| IFG Advisory, LLC | 3,208 | 81K |
| Concord Wealth Partners | 2,248 | 57K |
| Global Retirement Partners, LLC | 394 | 10K |
| US BANCORP \DE | 360 | 9K |
| Buck Wealth Strategies, LLC | 301 | 8K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Federation des caisses Desjardins d | 499,300 | 13M |
| GOLDMAN SACHS GROUP INC | 450,858 | 11M |
| Asset Allocation Strategies LLC | 340,542 | 9M |
| Independent Advisor Alliance | 149,096 | 4M |
| Arete Wealth Advisors, LLC | 44,801 | 1M |
| Westmount Partners, LLC | 40,000 | 1M |
| Wealthspire Retirement, LLC | 20,912 | 528K |
| Virtu Financial LLC | 13,992 | 353K |
| Emergent Wealth Advisors, LLC | 12,017 | 304K |
| GTS SECURITIES LLC | 10,579 | 267K |
| Capital Analysts, LLC | 7,373 | 186K |
| Kingsview Wealth Management, LLC | 7,316 | 185K |
| Operose Advisors LLC | 1,396 | 35K |
| Ascentis Independent Advisors | 1,000 | 25K |
| Western Wealth Management, LLC | 469 | 12K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 261 | 7K |
| ASSETMARK, INC | 59 | 1K |
| Signature Equity Partners, LLC | 29 | 1K |
| Holos Integrated Wealth LLC | 5 | 0K |
Biggest Increases (20)
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -454,148 | -71.5% | 180,745 |
| Econ Financial Services Corp | -214,776 | -95.0% | 11,274 |
| BANK OF AMERICA CORP /DE | -63,652 | -9.4% | 615,776 |
| Tower Research Capital LLC (TRC) | -29,745 | -34.9% | 55,437 |
| OSAIC HOLDINGS, INC. | -27,092 | -22.0% | 96,051 |
| CITADEL ADVISORS LLC | -18,608 | -53.5% | 16,184 |
| Steward Partners Investment Advisor | -12,104 | -24.8% | 36,661 |
| Dynamic Advisor Solutions LLC | -11,416 | -20.3% | 44,713 |
| Schwallier Wealth Management LLC | -11,043 | -25.0% | 33,118 |
| VestGen Advisors, LLC | -4,089 | -5.0% | 77,683 |
| ROYAL BANK OF CANADA | -2,534 | -0.9% | 279,259 |
| UBS Group AG | -1,548 | -7.9% | 17,993 |
| ST GERMAIN D J CO INC | -1,341 | -34.9% | 2,503 |
| Sequent Planning LLC | -500 | -1.1% | 44,910 |
| RAYMOND JAMES FINANCIAL INC | -429 | -4.2% | 9,750 |
| AE Wealth Management LLC | -86 | -3.6% | 2,304 |
| PFG Investments, LLC | -30 | -0.1% | 26,127 |