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 179 institutions that hold shares in the stock, with a total of 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 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
|
$149 Million
0.36% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,509,430
shares
|
$118 Million
0.04% of portfolio
|
Q3 2024
Added 23.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
2,294,612
shares
|
$108 Million
0.05% of portfolio
|
Q2 2024
Added 5.23%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,461,419
shares
|
$68.8 Million
0.3% of portfolio
|
Q3 2024
Added 42.9%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,358,060
shares
|
$64 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
864,689
shares
|
$40.7 Million
6.69% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
811,827
shares
|
$38.2 Million
16.61% of portfolio
|
Q3 2024
Added 23.06%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
794,938
shares
|
$37.4 Million
4.76% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
791,532
shares
|
$37.3 Million
0.0% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
782,241
shares
|
$36.8 Million
4.79% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
653,391
shares
|
$30.8 Million
4.6% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
585,286
shares
|
$27.6 Million
14.09% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
553,708
shares
|
$26.1 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
546,345
shares
|
$25.7 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
541,055
shares
|
$25.5 Million
0.8% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
523,033
shares
|
$24.6 Million
0.4% of portfolio
|
Q2 2023
Added 2.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
468,958
shares
|
$22.1 Million
0.83% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
415,541
shares
|
$19.6 Million
0.13% of portfolio
|
Q3 2024
Added 216.06%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
383,728
shares
|
$18.1 Million
1.71% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
379,873
shares
|
$17.9 Million
0.04% of portfolio
|
Q2 2024
Added 13.12%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
352,822
shares
|
$16.6 Million
0.7% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
326,622
shares
|
$15.4 Million
1.0% of portfolio
|
Q3 2024
Added 114.1%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
311,614
shares
|
$14.7 Million
0.97% of portfolio
|
Q3 2024
Added 39.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
294,271
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Added 54.35%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
260,281
shares
|
$12.3 Million
1.1% of portfolio
|
Q3 2024
Added 14.46%
|