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 200 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 $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,200,175
shares
|
$147 Million
0.06% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,832,528
shares
|
$130 Million
0.33% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,671,997
shares
|
$123 Million
0.04% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,348,495
shares
|
$108 Million
0.02% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,755,544
shares
|
$80.8 Million
0.01% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,592,817
shares
|
$73.3 Million
0.31% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
917,131
shares
|
$42.2 Million
6.69% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
852,136
shares
|
$39.2 Million
5.38% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
779,345
shares
|
$35.9 Million
4.65% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
731,317
shares
|
$33.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
723,357
shares
|
$33.3 Million
13.28% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
714,829
shares
|
$32.9 Million
4.61% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
596,601
shares
|
$27.5 Million
0.05% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
582,213
shares
|
$26.8 Million
0.93% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
581,845
shares
|
$26.8 Million
0.92% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
561,468
shares
|
$25.8 Million
0.87% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
542,330
shares
|
$25 Million
12.25% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
540,308
shares
|
$24.9 Million
0.14% of portfolio
|
Q4 2024
Added 30.03%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
537,954
shares
|
$24.8 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
523,033
shares
|
$24.1 Million
0.4% of portfolio
|
Q2 2023
Added 2.57%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
507,423
shares
|
$23.4 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
468,958
shares
|
$21.6 Million
0.83% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
404,235
shares
|
$18.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
401,356
shares
|
$18.5 Million
1.71% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
374,240
shares
|
$17.2 Million
0.72% of portfolio
|
Q1 2025
Added 1.75%
|