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 208 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Added 54.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
265,234
shares
|
$12.4 Million
0.03% of portfolio
|
Q1 2025
Added 50.51%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
248,579
shares
|
$11.6 Million
4.86% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
246,510
shares
|
$11.5 Million
1.11% of portfolio
|
Q1 2025
Reduced 38.58%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
245,138
shares
|
$11.4 Million
3.31% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
228,191
shares
|
$10.6 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%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
211,633
shares
|
$9.87 Million
5.71% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
206,128
shares
|
$9.62 Million
0.04% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
206,021
shares
|
$9.61 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
197,934
shares
|
$9.24 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
|
$9.21 Million
0.25% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
185,262
shares
|
$8.64 Million
4.69% of portfolio
|
Q1 2025
Added 33.16%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
184,277
shares
|
$8.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
173,637
shares
|
$8.1 Million
0.03% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
166,556
shares
|
$7.77 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
161,196
shares
|
$7.52 Million
0.44% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
150,431
shares
|
$7.02 Million
0.58% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
144,804
shares
|
$6.76 Million
2.11% of portfolio
|
Q1 2025
Reduced 27.43%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
139,008
shares
|
$6.49 Million
0.08% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
134,742
shares
|
$6.29 Million
3.02% of portfolio
|
Q1 2025
Reduced 75.15%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
123,184
shares
|
$5.75 Million
1.46% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
117,963
shares
|
$5.5 Million
0.0% of portfolio
|
Q1 2025
Added 75.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
116,522
shares
|
$5.44 Million
0.03% of portfolio
|
Q1 2025
Added 3.45%
|