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 215 institutions that hold shares in the stock, with a total of 37.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 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 |
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
130,771
shares
|
$6.27 Million
0.18% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
116,242
shares
|
$5.57 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
113,204
shares
|
$5.43 Million
1.44% of portfolio
|
Q3 2025
Reduced 20.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
110,671
shares
|
$5.3 Million
0.0% of portfolio
|
Q1 2025
Added 26.14%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
110,188
shares
|
$5.28 Million
1.57% of portfolio
|
Q2 2025
Added 49.38%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
110,090
shares
|
$5.28 Million
3.49% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,289
shares
|
$5.19 Million
0.0% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
103,340
shares
|
$4.95 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
102,875
shares
|
$4.93 Million
0.77% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
99,891
shares
|
$4.79 Million
1.74% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
98,980
shares
|
$4.74 Million
0.0% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Oct 23, 2025 Q3 2025 |
97,170
shares
|
$4.66 Million
4.07% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
96,902
shares
|
$4.64 Million
0.03% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
92,784
shares
|
$4.45 Million
3.36% of portfolio
|
Q3 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
85,430
shares
|
$4.09 Million
0.01% of portfolio
|
Q2 2025
Added 150.88%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
85,347
shares
|
$4.09 Million
3.65% of portfolio
|
Q1 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
83,942
shares
|
$4.02 Million
1.34% of portfolio
|
Q3 2025
Reduced 89.27%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
81,182
shares
|
$3.89 Million
1.76% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
81,033
shares
|
$3.88 Million
0.55% of portfolio
|
Q1 2023
Added 74.85%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
80,192
shares
|
$3.84 Million
2.15% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
80,049
shares
|
$3.84 Million
1.13% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
79,007
shares
|
$3.79 Million
0.09% of portfolio
|
Q2 2025
Added 324.4%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
73,991
shares
|
$3.55 Million
0.5% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
70,213
shares
|
$3.37 Million
0.13% of portfolio
|
Q3 2025
Added 29.13%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
68,699
shares
|
$3.29 Million
0.1% of portfolio
|
Q2 2025
Added 157.05%
|