Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Actively Managed Exc (GTO)

199 + 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
→ 0
Streak
1Q —
Buyers last Q
58%

Smart Money Signals — GTO

Based on 201 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
201 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 — +7% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

116 buying85 selling
Last quarter: 116 funds bought or added vs 85 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 16 → 28 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 18% new
118 out of 201 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

26 → 21 → 16 → 28 → 24 new funds/Q
New funds entering each quarter: 21 → 16 → 28 → 24. A growing number of institutions are discovering GTO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 25% newcomers

■ 54% veterans ■ 20% 1-2yr ■ 25% new
Entry-cohort mix of 201 holders: 109 (54%) are 2+ year veterans, 41 entered 1–2 years ago, and 51 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
16 of 200 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 116 hedge funds were net buyers of GTO (24 opened a new position, 92 added to an existing one), while 85 reduced or exited (61 trimmed, 24 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 46% of total institutional value in GTO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 201.

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

-- --

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

Is It Too Late to Buy Invesco Actively Managed Exc (GTO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GTO has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
GTO
+0.3%
SPY
+13.9%

GTO outperformed SPY by -13.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
GTO
+1.1%
SPY
+0.2%

Since the filing became public, GTO outperformed SPY by +0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 8 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: GTO
199 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 199 201 -1.0%
13F Shares 40M 38M 4.22%
Total Value $1.85B $1.81B 2.43%
New Positions 23 28 -5
Increased Positions 92 85 +7
Closed Positions 25 16 +9
Reduced Positions 60 67 -7
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 Q1)

199 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 American Capital Advisory, LLC 7.41% 392,050 $18.4M
2 Northwest Financial Advisors 7.00% 77,457 $3.6M
3 Brio Consultants, LLC 6.84% 1,193,943 $56.0M
4 Integrity Wealth Advisors, INC. 5.14% 183,966 $8.6M
5 Petix & Botte Co 5.11% 489,736 $22.9M
6 RTD Financial Advisors, Inc. 4.83% 839,094 $39.3M
7 Acima Private Wealth, LLC 4.10% 278,841 $13.1M
8 Howard Financial Services, LTD. 4.05% 768,519 $36.0M
9 Beacon Financial Planning, Inc 3.77% 207,784 $9.7M
10 Daner Wealth Management, LLC 3.64% 131,991 $6.2M
11 Rooted Wealth Advisors, Inc. 3.63% 291,422 $13.8M
12 Fjell Capital, LLC 3.58% 99,500 $4.7M
13 Curry Webb Wealth Management LLC 2.98% 134,445 $6.3M
14 Richmond Investment Services, LLC 2.72% 359,478 $16.8M
15 Stewardship Advisors, LLC 1.89% 176,005 $8.2M
16 BOS Asset Management, LLC 1.85% 154,681 $7.2M
17 Avid Wealth Partners LLC 1.51% 68,366 $3.2M
18 Atlas Legacy Advisors, LLC 1.40% 164,321 $7.7M
19 Kmg Fiduciary Partners, LLC 1.31% 378,854 $17.7M
20 Colonial River Investments, LLC 1.31% 77,834 $3.6M
21 Asset Allocation Strategies LLC 1.27% 153,183 $7.2M
22 SOL Capital Management CO 1.27% 56,217 $2.6M
23 Channel Wealth LLC 1.25% 110,170 $5.2M
24 KWB Wealth 1.17% 250,037 $11.9M
25 Destiny Capital Corp/CO 1.14% 45,854 $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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for GTO?

Slight buying edge — 58% buying: Last quarter: 116 funds bought or added vs 85 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GTO holders?

Elite ownership — 46% AUM from top-100 funds: 16 of 200 holders are among the 100 largest funds by AUM, controlling 46% 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?

59% of holders stayed for 2+ years: 118 out of 201 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.

Is it too late to buy Invesco Actively Managed Exc (GTO) following the 2026 Q1 hedge fund 13F filings?

As of today, GTO has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), GTO has gained +0.3% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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