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 190 institutions that hold shares in the stock, with a total of 32.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.53 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
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Added 54.35%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
270,886
shares
|
$12.6 Million
1.07% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
268,850
shares
|
$12.5 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
256,782
shares
|
$11.9 Million
7.66% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
256,612
shares
|
$11.9 Million
4.15% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
236,444
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Added 21.83%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
230,143
shares
|
$10.7 Million
3.3% of portfolio
|
Q3 2024
Added 92.33%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
207,390
shares
|
$9.62 Million
0.02% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
199,539
shares
|
$9.26 Million
3.02% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
196,192
shares
|
$9.11 Million
0.29% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
173,854
shares
|
$8.07 Million
0.03% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
164,622
shares
|
$7.64 Million
0.26% of portfolio
|
Q3 2024
Added 14.37%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
158,213
shares
|
$7.34 Million
0.13% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
151,550
shares
|
$7.03 Million
0.71% of portfolio
|
Q3 2024
Added 74.86%
|
|
|
Financial Designs Corp
Claremont, CA |
Oct 18, 2024 Q3 2024 |
148,878
shares
|
$6.91 Million
4.64% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
139,917
shares
|
$6.49 Million
0.48% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
136,806
shares
|
$6.35 Million
0.02% of portfolio
|
Q3 2024
Added 29.79%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
136,447
shares
|
$6.33 Million
0.42% of portfolio
|
Q3 2024
Added 13.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
133,386
shares
|
$6.19 Million
0.01% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
131,188
shares
|
$6.09 Million
0.04% of portfolio
|
Q3 2024
Added 214.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
131,103
shares
|
$6.08 Million
0.08% of portfolio
|
Q3 2024
Added 58.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
119,523
shares
|
$5.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,289
shares
|
$5.03 Million
0.0% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
106,943
shares
|
$4.96 Million
0.0% of portfolio
|
Q3 2024
Added 82.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
106,121
shares
|
$4.93 Million
0.03% of portfolio
|
Q3 2024
Reduced 35.67%
|