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 214 institutions that hold shares in the stock, with a total of 36.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
276,368
shares
|
$13.1 Million
4.27% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
274,278
shares
|
$13 Million
4.04% of portfolio
|
Q4 2025
Added 19.03%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
270,661
shares
|
$12.8 Million
0.62% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
260,620
shares
|
$12.4 Million
0.81% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
260,531
shares
|
$12.4 Million
0.26% of portfolio
|
Q3 2025
Added 19.3%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
250,768
shares
|
$11.9 Million
1.34% of portfolio
|
Q4 2025
Reduced 66.92%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
241,867
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
232,955
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2025
Added 15.95%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
214,926
shares
|
$10.2 Million
0.22% of portfolio
|
Q3 2025
Added 107.98%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
213,345
shares
|
$10.1 Million
0.04% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
213,046
shares
|
$10.1 Million
0.34% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
194,547
shares
|
$9.23 Million
4.79% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
194,485
shares
|
$9.23 Million
4.29% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
194,176
shares
|
$9.22 Million
2.26% of portfolio
|
Q4 2025
Reduced 25.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
186,806
shares
|
$8.87 Million
0.04% of portfolio
|
Q3 2025
Added 60.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
179,241
shares
|
$8.51 Million
0.01% of portfolio
|
Q4 2025
Reduced 11.18%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
178,147
shares
|
$8.45 Million
0.93% of portfolio
|
Q4 2025
Added 221.29%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
177,994
shares
|
$8.45 Million
0.36% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
160,314
shares
|
$7.61 Million
1.06% of portfolio
|
Q3 2025
Added 56.27%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
158,661
shares
|
$7.53 Million
1.49% of portfolio
|
Q3 2025
Added 24.03%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
158,158
shares
|
$7.51 Million
0.51% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
143,768
shares
|
$6.82 Million
1.32% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
140,416
shares
|
$6.66 Million
1.78% of portfolio
|
Q4 2025
Added 3.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
137,467
shares
|
$6.52 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
135,985
shares
|
$6.45 Million
0.18% of portfolio
|
Q3 2025
Added 3.99%
|
|