Purchases and Sales Made in Q1 2025 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-5.39K- 8.61% |
$247K - $255K
|
57.2K
$2.68M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.73K- 6.48% |
$263K - $271K
|
82.7K
$3.88M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.02K- 13.29% |
$322K - $332K
|
45.8K
$2.15M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.64K- 37.16% |
$351K - $362K
|
12.9K
$606K
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-7.97K- 3.11% |
$366K - $377K
|
249K
$11.7M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.21K- 16.23% |
$377K - $389K
|
42.3K
$1.99M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.26K- 19.71% |
$379K - $391K
|
33.7K
$1.58M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-9.81K- 31.37% |
$450K - $465K
|
21.5K
$1.01M
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10.3K- 10.7% |
$474K - $490K
|
86.2K
$4.04M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.4K- 65.95% |
$568K - $586K
|
6.39K
$300K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.6K- 52.91% |
$580K - $599K
|
11.3K
$528K
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-16.1K- 5.06% |
$740K - $764K
|
303K
$14.2M
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-16.7K- 99.83% |
$765K - $789K
|
29
$1.36K
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-16.8K- 46.73% |
$770K - $794K
|
19.1K
$896K
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-18.5K- 15.22% |
$851K - $878K
|
103K
$4.84M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.6K- 10.94% |
$1.04M - $1.07M
|
184K
$8.64M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-26.6K- 56.45% |
$1.22M - $1.26M
|
20.5K
$963K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-30K- 12.42% |
$1.38M - $1.42M
|
212K
$9.92M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-38K- 7.06% |
$1.74M - $1.8M
|
500K
$23.4M
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-52.2K- 18.63% |
$2.4M - $2.47M
|
228K
$10.7M
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-54.7K- 27.43% |
$2.51M - $2.59M
|
145K
$6.79M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-82.3K- 92.91% |
$3.78M - $3.9M
|
6.28K
$295K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-115K- 72.43% |
$5.26M - $5.43M
|
43.6K
$2.05M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-122K- 70.62% |
$5.6M - $5.78M
|
50.8K
$2.38M
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-133K- 88.38% |
$6.12M - $6.32M
|
17.5K
$822K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-135K- 87.64% |
$6.21M - $6.41M
|
19.1K
$895K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-155K- 38.58% |
$7.11M - $7.34M
|
247K
$11.6M
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-408K- 75.15% |
$18.7M - $19.3M
|
135K
$6.32M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-550K- 94.42% |
$25.2M - $26M
|
32.5K
$1.52M
|