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 176 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
41,231
shares
|
$1.99 Million
0.14% of portfolio
|
Q2 2024
Reduced 82.83%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
41,044
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2024
Added 9.88%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
40,508
shares
|
$1.96 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
39,590
shares
|
$1.92 Million
0.12% of portfolio
|
Q2 2024
Reduced 11.63%
|
|
Schneider Downs Wealth Management Advisors, LP
|
Aug 07, 2024 Q2 2024 |
37,239
shares
|
$1.8 Million
0.39% of portfolio
|
Q2 2024
Reduced 78.5%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
31,116
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 42.43%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
30,725
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2024
Added 19.88%
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 12, 2024 Q2 2024 |
30,535
shares
|
$1.48 Million
1.32% of portfolio
|
Q2 2024
New holding
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
29,954
shares
|
$1.45 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
29,726
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
28,730
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2024
Added 7.45%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
26,417
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2024
Reduced 41.91%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
26,205
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2024
Added 39.4%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
25,819
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
24,397
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
23,177
shares
|
$1.12 Million
1.91% of portfolio
|
Q2 2022
Reduced 21.8%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
23,077
shares
|
$1.12 Million
0.32% of portfolio
|
Q2 2024
Reduced 6.24%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
22,294
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2024
Added 36.87%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
21,974
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2024
Added 273.14%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
21,831
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2024
Added 150.56%
|
|
Treasure Coast Financial Planning
|
Jul 22, 2024 Q2 2024 |
21,205
shares
|
$1.03 Million
0.65% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
20,725
shares
|
$1 Million
0.04% of portfolio
|
Q3 2022
Reduced 0.97%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
18,837
shares
|
$911,334
0.04% of portfolio
|
Q2 2024
Reduced 15.53%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
18,617
shares
|
$900,690
0.29% of portfolio
|
Q2 2024
Added 16.93%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
16,879
shares
|
$816,606
0.0% of portfolio
|
Q2 2024
New holding
|