Purchases and Sales Made in Q4 2024 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MANAGED ETF T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
507KNew |
$23.5M - $24.6M
|
507K
$23.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
404KNew |
$18.7M - $19.6M
|
404K
$19M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
312K+ 10.82% |
$14.5M - $15.1M
|
3.2M
$150M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
257KNew |
$11.9M - $12.4M
|
257K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
210KNew |
$9.73M - $10.2M
|
210K
$9.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
173K+ 10.95% |
$8.03M - $8.39M
|
1.76M
$82.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
163K+ 6.48% |
$7.53M - $7.87M
|
2.67M
$125M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
131K+ 8.99% |
$6.09M - $6.36M
|
1.59M
$74.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
125K+ 30.03% |
$5.78M - $6.04M
|
540K
$25.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
122KNew |
$5.64M - $5.9M
|
122K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
108KNew |
$4.99M - $5.21M
|
108K
$5.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
74.6KNew |
$3.46M - $3.61M
|
74.6K
$3.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
70.4KNew |
$3.26M - $3.41M
|
70.4K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69.5K+ 29.41% |
$3.22M - $3.37M
|
306K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
67.3K+ 8.61% |
$3.12M - $3.26M
|
850K
$39.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
63.1K+ 69.08% |
$2.92M - $3.05M
|
154K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.9K+ 209.06% |
$2.78M - $2.9M
|
88.6K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
59.1K+ 18.96% |
$2.74M - $2.86M
|
371K
$17.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
58.3KNew |
$2.7M - $2.82M
|
58.3K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.4K+ 464.03% |
$2.57M - $2.68M
|
67.3K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
52.4K+ 6.06% |
$2.43M - $2.54M
|
917K
$43M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
50.7K+ 9.28% |
$2.35M - $2.45M
|
597K
$28M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
49.9K+ 18.57% |
$2.31M - $2.42M
|
319K
$15M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
47.3K+ 7.24% |
$2.19M - $2.29M
|
701K
$32.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.6K+ 31.69% |
$1.93M - $2.01M
|
173K
$8.1M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
35.8K+ 34.6% |
$1.66M - $1.73M
|
139K
$6.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
31.3KNew |
$1.45M - $1.51M
|
31.3K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.3K+ 15.72% |
$1.27M - $1.32M
|
201K
$9.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.9K+ 41.31% |
$1.2M - $1.25M
|
88.6K
$4.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.8K+ 14.48% |
$1.1M - $1.15M
|
188K
$8.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
23.8K+ 9.28% |
$1.1M - $1.15M
|
280K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
22.3KNew |
$1.03M - $1.08M
|
22.3K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.8K+ 3.84% |
$962K - $1.01M
|
562K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.6K+ 92.89% |
$862K - $901K
|
38.6K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17.8K+ 25.32% |
$826K - $863K
|
88.2K
$4.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17.6K+ 4.59% |
$817K - $853K
|
401K
$18.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
17.3K+ 90.58% |
$801K - $837K
|
36.4K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
16.7KNew |
$773K - $808K
|
16.7K
$783K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15K+ 4.25% |
$695K - $726K
|
368K
$17.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15KNew |
$693K - $725K
|
15K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.1K+ 10.29% |
$653K - $682K
|
151K
$7.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12.4K+ 27.59% |
$574K - $600K
|
57.3K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
11.8K+ 8.62% |
$545K - $569K
|
148K
$6.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.4K+ 35.65% |
$526K - $550K
|
43.2K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
11K+ 12.36% |
$508K - $531K
|
99.7K
$4.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.6K+ 4.07% |
$491K - $513K
|
271K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
9.09K+ 11.8% |
$421K - $440K
|
86.1K
$4.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.08K+ 15.62% |
$421K - $439K
|
67.2K
$3.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
8.36K+ 4.37% |
$387K - $405K
|
200K
$9.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.25KNew |
$382K - $399K
|
8.25K
$387K
|