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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
67,213
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
63,447
shares
|
$2.96 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
60,500
shares
|
$2.82 Million
0.77% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
58,314
shares
|
$2.72 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
58,290
shares
|
$2.72 Million
0.01% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
57,248
shares
|
$2.67 Million
1.84% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
57,117
shares
|
$2.67 Million
0.23% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
54,141
shares
|
$2.53 Million
1.22% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
52,782
shares
|
$2.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
50,549
shares
|
$2.36 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.92%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
49,424
shares
|
$2.31 Million
1.94% of portfolio
|
Q2 2022
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
46,900
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Added 16.22%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
43,622
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 72.43%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
41,913
shares
|
$1.96 Million
0.14% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
41,767
shares
|
$1.95 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
40,777
shares
|
$1.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
38,631
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
Added 92.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
38,232
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2024
Added 26.06%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
36,385
shares
|
$1.7 Million
1.12% of portfolio
|
Q4 2024
Added 90.58%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
35,879
shares
|
$1.67 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
35,807
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
34,607
shares
|
$1.61 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
33,104
shares
|
$1.54 Million
0.12% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
32,418
shares
|
$1.51 Million
0.29% of portfolio
|
Q1 2025
Added 34.87%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
31,272
shares
|
$1.46 Million
0.46% of portfolio
|
Q3 2024
Added 7.72%
|