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 202 institutions that hold shares in the stock, with a total of 35.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
370,697
shares
|
$17.3 Million
0.98% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
318,777
shares
|
$14.9 Million
0.56% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
305,984
shares
|
$14.3 Million
0.0% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
301,172
shares
|
$14.1 Million
1.2% of portfolio
|
Q1 2025
Added 11.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
294,271
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Added 54.35%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
280,422
shares
|
$13.1 Million
4.38% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
265,234
shares
|
$12.4 Million
0.03% of portfolio
|
Q1 2025
Added 50.51%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
248,579
shares
|
$11.6 Million
4.86% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
245,138
shares
|
$11.4 Million
3.31% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
224,731
shares
|
$10.5 Million
0.78% of portfolio
|
Q1 2025
Added 20.95%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
211,633
shares
|
$9.87 Million
5.71% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
210,096
shares
|
$9.8 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
206,128
shares
|
$9.62 Million
0.04% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
199,447
shares
|
$9.31 Million
0.3% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
197,464
shares
|
$9.21 Million
0.25% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
185,262
shares
|
$8.64 Million
4.69% of portfolio
|
Q1 2025
Added 33.16%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
184,277
shares
|
$8.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
172,759
shares
|
$8.06 Million
0.05% of portfolio
|
Q4 2024
Added 31.69%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
166,556
shares
|
$7.77 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
154,425
shares
|
$7.21 Million
0.01% of portfolio
|
Q4 2024
Added 69.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
150,890
shares
|
$7.04 Million
0.02% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
148,202
shares
|
$6.92 Million
0.43% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
147,525
shares
|
$6.88 Million
0.53% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
144,804
shares
|
$6.76 Million
2.11% of portfolio
|
Q1 2025
Reduced 27.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
140,219
shares
|
$6.54 Million
0.01% of portfolio
|
Q4 2024
Added 5.12%
|