INVESCO ACTIVELY MANAGED EXC (GTOS)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
8
Reporting holders
$109.7M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | $105.9M | 4,246,700 | 0.01% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 74,408 | 0.00% | 2q | +343.4%+$1.4M |
| CITADEL ADVISORS LLC | $1.1M | 45,885 | 0.00% | 3q | -49.8%-$1.1M |
| Mowery & Schoenfeld Wealth Management, LLC | $408.5K | 16,378 | 0.56% | 2q | -65.8%-$786.5K |
| Claro Advisors Inc. | $207.9K | 8,338 | 0.02% | 14q | -9.1%-$20.8K |
| Wagner Wealth Management, LLC | $166.3K | 6,668 | 0.03% | 10q | -8.3%-$15.0K |
| Sunrise Financial Services, LLC | $10.0K | 400 | 0.01% | 3q | -33.3%-$5.0K |
| UBS Group AG | $7.6K | 305 | 0.00% | 2q | +231.5%+$5.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 8 | $109.7M | 4,399,082 | 0 | 2 | 5 | 0.0% |
| Q1 2026 | 11 | $110.9M | 4,447,074 | 6 | 2 | 2 | 0.0% |
| Q4 2025 | 6 | $103.7M | 4,121,785 | 2 | 3 | 0 | 0.0% |
| Q3 2025 | 5 | $18.1M | 719,878 | 2 | 2 | 0 | 0.0% |
| Q2 2025 | 5 | $4.9M | 194,434 | 1 | 2 | 2 | 0.0% |
| Q1 2025 | 5 | $4.1M | 164,956 | 1 | 2 | 2 | 0.0% |
| Q4 2024 | 5 | $3.2M | 127,859 | 0 | 3 | 1 | 0.0% |
| Q3 2024 | 8 | $3.4M | 134,739 | 3 | 3 | 1 | 0.0% |
| Q2 2024 | 5 | $2.8M | 111,039 | 1 | 1 | 2 | 0.0% |
| Q1 2024 | 8 | $3.0M | 120,108 | 4 | 2 | 1 | 0.0% |
| Q4 2023 | 6 | $2.8M | 110,671 | 1 | 2 | 1 | 0.0% |
| Q3 2023 | 6 | $2.7M | 110,096 | 3 | 1 | 1 | 0.0% |
| Q2 2023 | 3 | $1.8M | 71,009 | 2 | 1 | 0 | 0.0% |
| Q1 2023 | 1 | $332.7K | 13,344 | 1 | 0 | 0 | 0.0% |