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 209 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
299,941
shares
|
$14.1 Million
0.56% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
299,468
shares
|
$14 Million
3.82% of portfolio
|
Q1 2025
Added 42.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
294,271
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2024
Added 54.35%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
264,347
shares
|
$12.4 Million
4.5% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
246,510
shares
|
$11.6 Million
1.11% of portfolio
|
Q1 2025
Reduced 38.58%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
245,800
shares
|
$11.5 Million
3.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
228,191
shares
|
$10.7 Million
3.84% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
224,731
shares
|
$10.5 Million
0.78% of portfolio
|
Q1 2025
Added 20.95%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
206,128
shares
|
$9.67 Million
0.04% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
206,021
shares
|
$9.66 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
205,289
shares
|
$9.63 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
198,553
shares
|
$9.31 Million
5.2% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
197,934
shares
|
$9.28 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
197,464
shares
|
$9.26 Million
0.25% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
195,460
shares
|
$9.17 Million
0.01% of portfolio
|
Q1 2025
Added 924.16%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
185,262
shares
|
$8.69 Million
4.69% of portfolio
|
Q1 2025
Added 33.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
173,637
shares
|
$8.14 Million
0.03% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
166,556
shares
|
$7.81 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
161,196
shares
|
$7.56 Million
0.44% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
150,431
shares
|
$7.05 Million
0.58% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
142,771
shares
|
$6.69 Million
1.89% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
139,008
shares
|
$6.52 Million
0.08% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
134,742
shares
|
$6.32 Million
3.02% of portfolio
|
Q1 2025
Reduced 75.15%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
124,986
shares
|
$5.86 Million
1.87% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
123,184
shares
|
$5.78 Million
1.46% of portfolio
|
Q1 2025
New holding
|