Institutional Ownership Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO). We have compiled data on the 176 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
3,159,037
shares
|
$153 Million
0.36% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
2,294,612
shares
|
$111 Million
0.05% of portfolio
|
Q2 2024
Added 5.23%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
2,026,023
shares
|
$97.9 Million
0.03% of portfolio
|
Q2 2024
Added 15.02%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,358,060
shares
|
$65.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.43%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
1,022,715
shares
|
$49.4 Million
0.22% of portfolio
|
Q2 2024
Added 9.47%
|
|
Brio Consultants, LLC
|
Aug 05, 2024 Q2 2024 |
817,267
shares
|
$39.5 Million
6.26% of portfolio
|
Q2 2024
Reduced 12.53%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
791,532
shares
|
$38.3 Million
0.0% of portfolio
|
Q2 2024
Added 1.48%
|
|
Kwb Wealth
Redlands, CA |
Jul 23, 2024 Q2 2024 |
765,597
shares
|
$37 Million
4.83% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
Rtd Financial Advisors, Inc.
|
Jul 22, 2024 Q2 2024 |
748,865
shares
|
$36.2 Million
4.67% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
659,675
shares
|
$31.9 Million
14.06% of portfolio
|
Q2 2024
Added 96.32%
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Aug 13, 2024 Q2 2024 |
569,422
shares
|
$27.5 Million
14.54% of portfolio
|
Q2 2024
New holding
|
|
Howard Financial Services, Ltd.
|
Jul 12, 2024 Q2 2024 |
568,172
shares
|
$27.5 Million
4.34% of portfolio
|
Q2 2024
Added 33.45%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
555,278
shares
|
$26.8 Million
0.91% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
551,862
shares
|
$26.7 Million
0.48% of portfolio
|
Q2 2024
Added 95.08%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
523,033
shares
|
$25.3 Million
0.4% of portfolio
|
Q2 2023
Added 2.57%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
483,162
shares
|
$23.4 Million
0.72% of portfolio
|
Q2 2024
Added 115.85%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
468,958
shares
|
$22.7 Million
0.83% of portfolio
|
Q4 2023
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
388,671
shares
|
$18.8 Million
0.78% of portfolio
|
Q4 2022
Reduced 86.63%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
379,873
shares
|
$18.4 Million
0.04% of portfolio
|
Q2 2024
Added 13.12%
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 01, 2024 Q2 2024 |
363,946
shares
|
$17.6 Million
1.65% of portfolio
|
Q2 2024
Reduced 7.63%
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 18, 2024 Q2 2024 |
263,066
shares
|
$12.7 Million
8.28% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
248,756
shares
|
$12 Million
4.24% of portfolio
|
Q2 2024
Added 1.34%
|
|
Kmg Fiduciary Partners, LLC
|
Jul 17, 2024 Q2 2024 |
227,403
shares
|
$11 Million
1.04% of portfolio
|
Q2 2024
Added 3.39%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
223,843
shares
|
$10.8 Million
0.68% of portfolio
|
Q2 2024
Added 4.58%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
202,902
shares
|
$9.81 Million
0.01% of portfolio
|
Q2 2024
Added 2.42%
|