INVESCO ACTIVELY MANAGED EXC GTO
TOTAL RETURN · ETP · CUSIP 46090A804
130
institutional holders
11.9m
shares reported held*
$544.0mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $45.57.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| LPL Financial LLC 0.07% of their portfolio | 1.5m $68.6m | — |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 780.5k $35.6m | — |
| MORGAN STANLEY 0.00% of their portfolio | 739.0k $33.7m | — |
| RTD Financial Advisors, Inc. 5.27% of their portfolio | 628.1k $28.6m | — |
| OSAIC HOLDINGS, INC. 0.06% of their portfolio | 536.4k $24.5m | — |
| Brio Consultants, LLC 4.26% of their portfolio | 454.6k $20.1m | — |
| Spire Wealth Management 1.19% of their portfolio | 431.3k $19.7m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 392.9k $17.9m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.10% of their portfolio | 371.9k $17.0m | — |
| CWM, LLC 0.13% of their portfolio | 347.4k $15.8m | — |
| Integrated Wealth Concepts LLC 0.43% of their portfolio | 297.0k $13.5m | — |
| Prestige Wealth Management Group LLC 3.48% of their portfolio | 271.3k $12.4m | — |
| VERUS CAPITAL PARTNERS, LLC 2.33% of their portfolio | 271.3k $12.4m | — |
| Aveo Capital Partners, LLC 1.97% of their portfolio | 251.3k $11.5m | — |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 248.2k $11.3m | — |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.92% of their portfolio | 207.6k $9.5m | — |
| Leelyn Smith, LLC 3.19% of their portfolio | 202.8k $9.2m | — |
| Invesco Ltd. 0.00% of their portfolio | 200.0k $9.1m | — |
| Intelligence Driven Advisers, LLC 1.66% of their portfolio | 180.6k $8.3m | — |
| ROCKLAND TRUST CO 0.49% of their portfolio | 149.6k $6.8m | — |
| WEALTH MANAGEMENT RESOURCES, INC. 4.36% of their portfolio | 143.8k $6.6m | — |
| IFG Advisory, LLC 0.58% of their portfolio | 140.5k $6.4m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 137.9k $6.3m | — |
| MONEY CONCEPTS CAPITAL CORP 0.36% of their portfolio | 133.5k $6.1m | — |
| Mechanics Bank Trust Department 1.10% of their portfolio | 127.8k $5.8m | — |
| Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio | 126.5k $5.8m | — |
| Retirement Planning Group, LLC 0.69% of their portfolio | 121.2k $5.5m | — |
| IAG Wealth Partners, LLC 1.79% of their portfolio | 118.4k $5.4m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.08% of their portfolio | 111.9k $5.1m | — |
| Snowden Capital Advisors LLC 0.22% of their portfolio | 104.9k $4.8m | — |
| Private Advisor Group, LLC 0.05% of their portfolio | 103.7k $4.7m | — |
| KMG FIDUCIARY PARTNERS, LLC 0.88% of their portfolio | 100.3k $4.6m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 91.8k $4.2m | — |
| VICUS CAPITAL 0.47% of their portfolio | 87.3k $4.0m | — |
| Lido Advisors, LLC 0.07% of their portfolio | 79.9k $3.6m | — |
| Stratos Wealth Partners, LTD. 0.10% of their portfolio | 78.2k $3.6m | — |
| Insight Wealth Partners, LLC 3.49% of their portfolio | 77.7k $3.5m | — |
| Quantitative Advantage, LLC 0.54% of their portfolio | 68.0k $3.1m | — |
| Good Life Advisors, LLC 0.45% of their portfolio | 66.7k $3.0m | — |
| Schneider Downs Wealth Management Advisors, LP 0.80% of their portfolio | 59.7k $2.7m | — |
| Arete Wealth Advisors, LLC 0.26% of their portfolio | 58.4k $2.7m | — |
| Focus Financial Network, Inc. 0.22% of their portfolio | 55.1k $2.5m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 52.7k $2.4m | — |
| Brookstone Capital Management 0.05% of their portfolio | 47.6k $2.2m | — |
| Cetera Investment Advisers 0.03% of their portfolio | 45.7k $2.1m | — |
| HUB Investment Partners, LLC 0.63% of their portfolio | 45.4k $2.1m | — |
| Alta Wealth Advisors LLC 1.48% of their portfolio | 45.3k $2.1m | — |
| HOWARD FINANCIAL SERVICES, LTD. 0.64% of their portfolio | 43.1k $2.0m | — |
| Cetera Advisors LLC 0.04% of their portfolio | 40.2k $1.8m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 37.0k $1.7m | — |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 36.4k $1.7m | — |
| FORTEM FINANCIAL GROUP, LLC 1.13% of their portfolio | 35.9k $1.6m | — |
| Financial Advocates Investment Management 0.14% of their portfolio | 34.3k $1.6m | — |
| Equitable Holdings, Inc. 0.03% of their portfolio | 34.1k $1.6m | — |
| MJP ASSOCIATES INC /ADV 0.43% of their portfolio | 31.6k $1.4m | — |
| WBH ADVISORY INC 0.20% of their portfolio | 30.4k $1.4m | — |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC 1.30% of their portfolio | 28.8k $1.3m | — |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 28.7k $1.3m | — |
| IFP Advisors, Inc 0.04% of their portfolio | 28.6k $1.5m | — |
| Belpointe Asset Management LLC 0.09% of their portfolio | 28.4k $1.3m | — |
| Founders Financial Alliance, LLC 0.65% of their portfolio | 28.1k $1.3m | — |
| ICA Group Wealth Management, LLC 0.27% of their portfolio | 27.8k $1.3m | — |
| RFG Advisory, LLC 0.06% of their portfolio | 23.0k $1.0m | — |
| HBW ADVISORY SERVICES LLC 0.28% of their portfolio | 22.4k $1.0m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.04% of their portfolio | 20.7k $945.0k | — |
| Atria Wealth Solutions, Inc. 0.02% of their portfolio | 19.9k $907.3k | — |
| V Wealth Advisors LLC 0.18% of their portfolio | 19.8k $903.0k | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 19.4k $925.0k | — |
| Integrated Advisors Network LLC 0.06% of their portfolio | 19.2k $876.0k | — |
| CITIZENS FINANCIAL GROUP INC/RI 0.04% of their portfolio | 18.9k $864.0k | — |
| Braun-Bostich & Associates Inc. 2.38% of their portfolio | 17.1k $778.0k | — |
| NewEdge Advisors, LLC 0.01% of their portfolio | 17.0k $774.0k | — |
| Hedeker Wealth, LLC 0.28% of their portfolio | 15.7k $717.0k | — |
| LexAurum Advisors, LLC 0.26% of their portfolio | 14.5k $662.0k | — |
| Faithward Advisors, LLC 0.15% of their portfolio | 14.2k $650.0k | — |
| Pathway Financial Advisors LLC 0.21% of their portfolio | 13.7k $623.0k | — |
| Allworth Financial LP 0.01% of their portfolio | 13.2k $602.0k | — |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 13.2k $600.0k | — |
| Marcum Wealth, LLC 0.09% of their portfolio | 12.9k $590.0k | — |
| HARBOUR INVESTMENTS, INC. 0.04% of their portfolio | 12.8k $614.0k | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 12.5k $572.0k | — |
| TD Waterhouse Canada Inc. 0.01% of their portfolio | 12.2k $558.5k | — |
| Geneos Wealth Management Inc. 0.04% of their portfolio | 12.0k $548.0k | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0.02% of their portfolio | 11.8k $539.0k | — |
| MGO ONE SEVEN LLC 0.02% of their portfolio | 11.6k $530.0k | — |
| CENTAURUS FINANCIAL, INC. 0.05% of their portfolio | 10.5k $480.0k | — |
| COZAD ASSET MANAGEMENT INC 0.07% of their portfolio | 9.5k $431.0k | — |
| FLAGSHIP HARBOR ADVISORS, LLC 0.05% of their portfolio | 9.1k $415.0k | — |
| Treasure Coast Financial Planning 0.31% of their portfolio | 8.5k $389.0k | — |
| Western Wealth Management, LLC 0.02% of their portfolio | 8.2k $370.0k | — |
| Masso Torrence Wealth Management Inc. 0.32% of their portfolio | 8.0k $365.0k | — |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 7.9k $360.0k | — |
| WCG Wealth Advisors LLC 0.05% of their portfolio | 7.7k $352.0k | — |
| LINCOLN NATIONAL CORP 0.01% of their portfolio | 6.6k $303.0k | — |
| Capital Analysts, LLC 0.02% of their portfolio | 6.6k $303.0k | — |
| Financial Engines Advisors L.L.C. 0.00% of their portfolio | 6.5k $297.0k | — |
| Dynamic Advisor Solutions LLC 0.02% of their portfolio | 6.5k $297.0k | — |
| NorthLanding Financial Partners, LLC 0.23% of their portfolio | 6.5k $296.0k | — |
| Wealthcare Advisory Partners LLC 0.02% of their portfolio | 6.5k $295.0k | — |
| HighTower Advisors, LLC 0.00% of their portfolio | 6.2k $281.0k | — |