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 193 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 $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,887,779
shares
|
$135 Million
0.06% of portfolio
|
Q3 2024
Added 25.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,832,528
shares
|
$132 Million
0.33% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,509,430
shares
|
$117 Million
0.04% of portfolio
|
Q3 2024
Added 23.86%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,348,427
shares
|
$110 Million
0.02% of portfolio
|
Q3 2024
Added 1064.17%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,592,817
shares
|
$74.3 Million
0.31% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,582,309
shares
|
$73.8 Million
0.01% of portfolio
|
Q3 2024
Added 16.51%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
917,131
shares
|
$42.8 Million
6.69% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
849,587
shares
|
$39.6 Million
5.06% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
783,220
shares
|
$36.5 Million
4.61% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
742,982
shares
|
$34.7 Million
1.32% of portfolio
|
Q3 2024
Added 369.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
723,559
shares
|
$33.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
723,357
shares
|
$33.8 Million
13.28% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
700,670
shares
|
$32.7 Million
4.47% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
561,827
shares
|
$26.2 Million
1.13% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
548,211
shares
|
$25.6 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
545,924
shares
|
$25.5 Million
0.05% of portfolio
|
Q3 2024
Added 43.71%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
542,330
shares
|
$25.3 Million
12.25% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
540,308
shares
|
$25.2 Million
0.14% of portfolio
|
Q4 2024
Added 30.03%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
537,954
shares
|
$25.1 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
523,033
shares
|
$24.4 Million
0.4% of portfolio
|
Q2 2023
Added 2.57%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
507,423
shares
|
$23.7 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
468,958
shares
|
$21.9 Million
0.83% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
404,235
shares
|
$18.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
401,356
shares
|
$18.7 Million
1.71% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
367,814
shares
|
$17.2 Million
0.68% of portfolio
|
Q4 2024
Added 4.25%
|