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 173 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
3,257,496
shares
|
$151 Million
0.35% of portfolio
|
Q1 2024
Reduced 11.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
2,180,587
shares
|
$101 Million
0.06% of portfolio
|
Q1 2024
Reduced 12.86%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,761,455
shares
|
$81.7 Million
0.03% of portfolio
|
Q1 2024
Added 13.68%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,388,402
shares
|
$64.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.43%
|
|
|
Brio Consultants, LLC
|
Apr 29, 2024 Q1 2024 |
934,390
shares
|
$43.3 Million
7.4% of portfolio
|
Q1 2024
Added 7.61%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
934,244
shares
|
$43.3 Million
0.21% of portfolio
|
Q1 2024
Added 37.3%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 19, 2024 Q1 2024 |
780,781
shares
|
$36.2 Million
4.93% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
779,972
shares
|
$36.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 31.64%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
752,156
shares
|
$34.9 Million
4.74% of portfolio
|
Q1 2024
Added 1.1%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
680,642
shares
|
$31.6 Million
1.29% of portfolio
|
Q1 2024
Closed
|
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
576,649
shares
|
$26.7 Million
0.9% of portfolio
|
Q1 2024
Added 1.61%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
523,033
shares
|
$24.2 Million
0.4% of portfolio
|
Q2 2023
Added 2.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
468,958
shares
|
$21.7 Million
0.83% of portfolio
|
Q4 2023
New holding
|
|
|
Howard Financial Services, Ltd.
|
Apr 16, 2024 Q1 2024 |
425,753
shares
|
$19.7 Million
3.44% of portfolio
|
Q1 2024
Added 40.53%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 07, 2024 Q1 2024 |
394,011
shares
|
$18.3 Million
2.05% of portfolio
|
Q1 2024
Added 7.44%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
386,253
shares
|
$17.9 Million
0.86% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
336,021
shares
|
$15.6 Million
8.77% of portfolio
|
Q1 2024
Added 3388.59%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
335,804
shares
|
$15.6 Million
0.03% of portfolio
|
Q1 2024
Added 7.06%
|
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
282,889
shares
|
$13.1 Million
0.27% of portfolio
|
Q1 2024
Reduced 30.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
280,498
shares
|
$13 Million
0.02% of portfolio
|
Q1 2024
Reduced 28.77%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 22, 2024 Q1 2024 |
266,166
shares
|
$12.3 Million
8.7% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 14, 2024 Q1 2024 |
245,471
shares
|
$11.4 Million
4.24% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Retirement Planning Group
|
Apr 12, 2024 Q1 2024 |
240,133
shares
|
$11.1 Million
0.91% of portfolio
|
Q1 2024
Added 9.95%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
223,843
shares
|
$10.4 Million
0.36% of portfolio
|
Q1 2024
Added 9.44%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 10, 2024 Q1 2024 |
219,956
shares
|
$10.2 Million
1.07% of portfolio
|
Q1 2024
Added 54.95%
|
|