Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Actively Managed Exc (GTO)

205 + Investors. Track Smart Money conviction in GTO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — GTO

Based on 207 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added GTO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
207 hedge funds hold GTO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

124 buying78 selling
Last quarter: 124 funds were net buyers (25 opened a brand new position + 99 added to an existing one). Only 78 were sellers (59 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 28 → 24 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
126 out of 207 hedge funds have held GTO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

22 → 16 → 28 → 24 → 25 new funds/Q
New funds entering each quarter: 16 → 28 → 24 → 25. A growing number of institutions are discovering GTO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 22% newcomers

■ 62% veterans ■ 16% 1-2yr ■ 22% new
Entry-cohort mix of 207 holders: 128 (62%) are 2+ year veterans, 33 entered 1–2 years ago, and 46 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
17 of 206 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in GTO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GTO

In 2026 Q2, 124 hedge funds were net buyers of GTO (25 opened a new position, 99 added to an existing one), while 78 reduced or exited (59 trimmed, 19 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 48% of total institutional value in GTO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 207.

Hedge Fund Ownership: GTO

How many hedge funds hold GTO — quarterly history vs. share price
Quarterly hedge fund ownership of GTO vs. share price

Market Analysis: GTO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GTO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 9 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: GTO
205 + Investors

Track Smart Money conviction in GTO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 205 201 1.99%
13F Shares 43M 40M 7.67%
Total Value $2.01B $1.87B 7.48%
New Positions 24 24 -
Increased Positions 99 92 +7
Closed Positions 19 25 -6
Reduced Positions 59 61 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GTO

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Institutional Holders (2026 Q2)

205 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GTO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GTO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 American Capital Advisory, LLC 7.32% 429,003 $20.1M
2 Brio Consultants, LLC 6.87% 1,250,499 $58.6M
3 Petix & Botte Co 4.81% 510,124 $23.9M
4 RTD Financial Advisors, Inc. 4.43% 866,849 $40.6M
5 Commonwealth Financial Services, LLC 4.25% 675,575 $31.7M
6 Acima Private Wealth, LLC 3.96% 290,933 $13.6M
7 Howard Financial Services, LTD. 3.74% 799,598 $37.5M
8 Rooted Wealth Advisors, Inc. 3.71% 323,263 $15.2M
9 Daner Wealth Management, LLC 3.37% 133,964 $6.2M
10 Northwest Financial Advisors 3.32% 531,961 $24.9M
11 Fjell Capital, LLC 3.19% 99,685 $4.7M
12 Beacon Financial Planning, Inc 3.06% 192,081 $9.0M
13 Curry Webb Wealth Management LLC 3.04% 156,630 $7.3M
14 Stewardship Advisors, LLC 2.97% 304,688 $14.3M
15 Richmond Investment Services, LLC 2.79% 187,970 $8.8M
16 BOS Asset Management, LLC 1.77% 162,897 $7.6M
17 Verus Capital Partners, LLC 1.77% 363,946 $17.1M
18 Asset Allocation Strategies LLC 1.68% 233,199 $10.9M
19 Kmg Fiduciary Partners, LLC 1.52% 348,756 $16.3M
20 Ashton Thomas Securities, LLC 1.51% 217,763 $10.2M
21 KWB Wealth 1.41% 352,169 $16.5M
22 Total Clarity Wealth Management, Inc. 1.29% 141,260 $6.6M
23 Atlas Legacy Advisors, LLC 1.17% 169,600 $7.9M
24 Channel Wealth LLC 1.16% 110,640 $5.2M
25 Destiny Capital Corp/CO 0.99% 45,640 $2.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Actively Managed Exc (GTO)

What does the Smart Money Trend signal show for GTO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GTO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GTO?

More buyers than sellers — 61% buying: Last quarter: 124 funds were net buyers (25 opened a brand new position + 99 added to an existing one). Only 78 were sellers (59 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GTO holders?

Elite ownership — 48% AUM from top-100 funds: 17 of 206 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in GTO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GTO?

61% of holders stayed for 2+ years: 126 out of 207 hedge funds have held GTO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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