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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
55,688
shares
|
$2.58 Million
0.23% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
49,424
shares
|
$2.29 Million
1.94% of portfolio
|
Q2 2022
New holding
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
49,349
shares
|
$2.29 Million
1.21% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,924
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
44,885
shares
|
$2.08 Million
1.73% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
41,109
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
40,353
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Added 53.99%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
39,688
shares
|
$1.84 Million
0.16% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
38,546
shares
|
$1.79 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
37,830
shares
|
$1.76 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
36,881
shares
|
$1.71 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
36,397
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
31,844
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2024
Added 42.84%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
30,391
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
30,328
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
30,026
shares
|
$1.39 Million
1.35% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
28,671
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 150.36%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
28,573
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
25,101
shares
|
$1.16 Million
0.42% of portfolio
|
Q3 2024
Added 34.83%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
23,768
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 101.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,690
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
23,334
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
23,177
shares
|
$1.08 Million
1.91% of portfolio
|
Q2 2022
Reduced 21.8%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
23,016
shares
|
$1.07 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
21,972
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|