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 178 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
256,782
shares
|
$12 Million
7.66% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
248,756
shares
|
$11.6 Million
4.24% of portfolio
|
Q2 2024
Added 1.34%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
230,143
shares
|
$10.8 Million
3.3% of portfolio
|
Q3 2024
Added 92.33%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
202,902
shares
|
$9.49 Million
0.01% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
201,726
shares
|
$9.43 Million
0.0% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
194,073
shares
|
$9.07 Million
0.0% of portfolio
|
Q2 2024
Added 169.95%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
191,177
shares
|
$8.94 Million
3.04% of portfolio
|
Q3 2024
Added 30.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
173,854
shares
|
$8.13 Million
0.03% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
166,758
shares
|
$7.8 Million
0.23% of portfolio
|
Q2 2024
Added 7.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
164,951
shares
|
$7.71 Million
0.06% of portfolio
|
Q2 2024
Added 249.51%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
158,119
shares
|
$7.39 Million
0.33% of portfolio
|
Q2 2024
Reduced 76.77%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
156,761
shares
|
$7.33 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
151,550
shares
|
$7.09 Million
0.71% of portfolio
|
Q3 2024
Added 74.86%
|
|
|
Financial Designs Corp
Claremont, CA |
Oct 18, 2024 Q3 2024 |
148,878
shares
|
$6.96 Million
4.64% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
143,942
shares
|
$6.73 Million
0.43% of portfolio
|
Q2 2024
Added 6.07%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
136,447
shares
|
$6.38 Million
0.42% of portfolio
|
Q3 2024
Added 13.52%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
133,194
shares
|
$6.23 Million
0.41% of portfolio
|
Q2 2024
Added 8.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
119,751
shares
|
$5.6 Million
0.01% of portfolio
|
Q2 2024
Added 8.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
119,523
shares
|
$5.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,289
shares
|
$5.06 Million
0.0% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
105,405
shares
|
$4.93 Million
0.02% of portfolio
|
Q2 2024
Added 19.14%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
103,363
shares
|
$4.83 Million
2.89% of portfolio
|
Q3 2024
Added 4047.79%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
102,389
shares
|
$4.79 Million
0.92% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
100,655
shares
|
$4.71 Million
3.44% of portfolio
|
Q3 2024
Added 99.89%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
94,748
shares
|
$4.43 Million
1.06% of portfolio
|
Q3 2024
Added 1.73%
|