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 213 institutions that hold shares in the stock, with a total of 37.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
294,271
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2024
Added 54.35%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
276,368
shares
|
$13.2 Million
4.27% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
274,892
shares
|
$13.2 Million
1.1% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
262,776
shares
|
$12.6 Million
0.65% of portfolio
|
Q2 2025
Reduced 30.87%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
260,620
shares
|
$12.5 Million
0.81% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
260,531
shares
|
$12.5 Million
0.26% of portfolio
|
Q3 2025
Added 19.3%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
245,800
shares
|
$11.8 Million
3.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
236,542
shares
|
$11.3 Million
2.34% of portfolio
|
Q2 2025
Added 752.19%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
224,356
shares
|
$10.8 Million
0.01% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
209,747
shares
|
$10.1 Million
0.39% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
207,755
shares
|
$9.96 Million
3.32% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
205,582
shares
|
$9.85 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
205,289
shares
|
$9.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
200,969
shares
|
$9.63 Million
0.29% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
200,907
shares
|
$9.63 Million
0.03% of portfolio
|
Q2 2025
Added 15.71%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
198,553
shares
|
$9.52 Million
5.2% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
186,842
shares
|
$8.96 Million
4.38% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
170,237
shares
|
$8.16 Million
0.27% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
163,910
shares
|
$7.86 Million
0.0% of portfolio
|
Q2 2025
Added 220.63%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
158,661
shares
|
$7.6 Million
1.49% of portfolio
|
Q3 2025
Added 24.03%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
154,613
shares
|
$7.41 Million
0.56% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
142,140
shares
|
$6.81 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
138,649
shares
|
$6.65 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
135,305
shares
|
$6.49 Million
1.81% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
130,771
shares
|
$6.27 Million
0.18% of portfolio
|
Q2 2025
Added 16.28%
|