Invesco Equal Weight 0-30 Year Treasury ETF has 34 Schedule 13D or 13G filings on record since 2025-07-03. 5 holders' latest filing reports 5% or more of exchange traded fund. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Invesco Ltd. | 31% | 14,175,621 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Bank of New York Mellon Corp | 26% | 1,263,165 | SCHEDULE 13G/A, 2026-07-29 | 2026-06-30 |
| Fusion Family Wealth LLC | 7.6% | 527,424 | SCHEDULE 13G, 2025-07-30 | 2025-06-30 |
| The PNC Financial Services Group, Inc. | 6.05% | 1,539,359 | SCHEDULE 13G, 2026-08-07 | 2026-06-30 |
| Truist Financial Corp | 5.2% | 209,109 | SCHEDULE 13G, 2026-01-21 | 2025-12-31 |
| First Trust Portfolios L.P. | 3.54% | 311,860 | SCHEDULE 13G/A, 2025-10-31 | 2025-09-30 |
| AdvisorShares Trust | 0% | 0 | SCHEDULE 13G/A, 2025-10-03 | 2025-09-30 |
| New York Life Investment Management LLC | 0% | 0 | SCHEDULE 13G/A, 2025-09-03 | 2025-08-29 |
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-03 | AdvisorShares Trust | 9.68% | SCHEDULE 13G |
| 2025-07-18 | Bank of New York Mellon Corp | 7.2% | SCHEDULE 13G/A |
| 2025-07-18 | Bank of New York Mellon Corp | 30.9% | SCHEDULE 13G/A |
| 2025-07-18 | Bank of New York Mellon Corp | 8.6% | SCHEDULE 13G/A |
| 2025-07-30 | Fusion Family Wealth LLC | 7.6% | SCHEDULE 13G |
| 2025-09-03 | New York Life Investment Management LLC | 0% | SCHEDULE 13G/A |
| 2025-09-05 | Bank of New York Mellon Corp | 10.6% | SCHEDULE 13G/A |
| 2025-10-03 | AdvisorShares Trust | 0% | SCHEDULE 13G/A |
| 2025-10-07 | Invesco Ltd. | 14.5% | SCHEDULE 13G/A |
| 2025-10-31 | First Trust Portfolios L.P. | 3.54% | SCHEDULE 13G/A |
| 2025-11-07 | The PNC Financial Services Group, Inc. | 10.34% | SCHEDULE 13G |
| 2025-12-05 | Invesco Ltd. | 7.7% | SCHEDULE 13G/A |
| 2025-12-05 | Invesco Ltd. | 15.2% | SCHEDULE 13G |
| 2026-01-21 | Truist Financial Corp | 5.2% | SCHEDULE 13G |
| 2026-01-29 | Bank of New York Mellon Corp | 28% | SCHEDULE 13G/A |
| 2026-02-06 | The PNC Financial Services Group, Inc. | 14.76% | SCHEDULE 13G/A |
| 2026-02-12 | Invesco Ltd. | 12.2% | SCHEDULE 13G/A |
| 2026-03-06 | Invesco Ltd. | 31.5% | SCHEDULE 13G/A |
| 2026-03-06 | Invesco Ltd. | 17.7% | SCHEDULE 13G/A |
| 2026-04-28 | Bank of New York Mellon Corp | 3.8% | SCHEDULE 13G/A |
| 2026-04-28 | Bank of New York Mellon Corp | 14.8% | SCHEDULE 13G/A |
| 2026-05-06 | Invesco Ltd. | 19.1% | SCHEDULE 13G/A |
| 2026-05-06 | Invesco Ltd. | 7.5% | SCHEDULE 13G |
| 2026-05-06 | Invesco Ltd. | 34% | SCHEDULE 13G/A |
| 2026-05-06 | Invesco Ltd. | 16.4% | SCHEDULE 13G/A |
| 2026-05-07 | Invesco Ltd. | 2% | SCHEDULE 13G/A |
| 2026-05-08 | The PNC Financial Services Group, Inc. | 18.01% | SCHEDULE 13G/A |
| 2026-05-08 | The PNC Financial Services Group, Inc. | 4.18% | SCHEDULE 13G/A |
| 2026-06-05 | Invesco Ltd. | 20.6% | SCHEDULE 13G |
| 2026-07-29 | Bank of New York Mellon Corp | 5.3% | SCHEDULE 13G/A |
| 2026-07-29 | Bank of New York Mellon Corp | 26% | SCHEDULE 13G/A |
| 2026-08-07 | The PNC Financial Services Group, Inc. | 6.05% | SCHEDULE 13G |
| 2026-08-13 | Invesco Ltd. | 5.1% | SCHEDULE 13G/A |
| 2026-08-13 | Invesco Ltd. | 31% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.