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 201 institutions that hold shares in the stock, with a total of 35.4 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 |
Jan 29, 2025 Q4 2024 |
367,814
shares
|
$17.2 Million
0.68% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
318,777
shares
|
$14.9 Million
0.56% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
305,984
shares
|
$14.3 Million
0.0% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
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%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
280,422
shares
|
$13.1 Million
4.38% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
270,886
shares
|
$12.7 Million
1.07% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
256,547
shares
|
$12 Million
4.63% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
241,635
shares
|
$11.3 Million
6.53% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
235,392
shares
|
$11 Million
3.2% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
210,096
shares
|
$9.85 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
206,908
shares
|
$9.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
201,179
shares
|
$9.43 Million
0.03% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
199,539
shares
|
$9.35 Million
3.02% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
199,447
shares
|
$9.35 Million
0.3% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
188,462
shares
|
$8.83 Million
0.25% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
185,799
shares
|
$8.71 Million
0.65% of portfolio
|
Q4 2024
Reduced 43.11%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
172,759
shares
|
$8.1 Million
0.05% of portfolio
|
Q4 2024
Added 31.69%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
158,213
shares
|
$7.42 Million
0.13% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
154,425
shares
|
$7.24 Million
0.01% of portfolio
|
Q4 2024
Added 69.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
150,890
shares
|
$7.07 Million
0.02% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
150,854
shares
|
$7.07 Million
4.61% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
148,202
shares
|
$6.95 Million
0.43% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
147,525
shares
|
$6.91 Million
0.53% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
140,219
shares
|
$6.57 Million
0.01% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
139,130
shares
|
$6.52 Million
3.58% of portfolio
|
Q4 2024
Added 34.6%
|