INVESCO ACTIVELY MANAGED EXC (GTO): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

INVESCO ACTIVELY MANAGED EXC (GTO)

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

Smart Money Signals — GTO

Based on 196 hedge funds · latest filing: 2025 Q4 · 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

196 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 — +11% more funds vs a year ago

fund count last 6Q

+19 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

110 buying81 selling

Last quarter: 110 funds bought or added vs 81 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.

📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter

Funds opening a new GTO position: 25 → 19 → 16 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 31% medium ■ 19% new

98 out of 196 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.

➡️

Steady discovery — ~27 new funds/quarter

26 → 25 → 19 → 16 → 27 new funds/Q

New funds entering each quarter: 25 → 19 → 16 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 21% 1-2yr ■ 29% new

Of 196 current holders: 98 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

14 of 196 holders are among the 100 largest funds by AUM, controlling 44% 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	196	184	6.52%
13F Shares	38M	36M	5.86%
Total Value	$1.80B	$1.70B	5.8%
New Positions	27	16	+11
Increased Positions	83	85	-2
Closed Positions	15	19	-4
Reduced Positions	66	66	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

196

184

6.52%

13F Shares

38M

36M

5.86%

Total Value

$1.80B

$1.70B

5.8%

New Positions

+11

Increased Positions

-2

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

196 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of GTO — 2025 Q4 · 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	Petix & Botte Co	5.11%	489,736	$22.9M
4	RTD Financial Advisors, Inc.	4.83%	839,094	$39.3M
5	ACIMA PRIVATE WEALTH, LLC	4.10%	278,841	$13.1M
6	HOWARD FINANCIAL SERVICES, LTD.	4.05%	768,519	$36.0M
7	BEACON FINANCIAL PLANNING, INC	3.77%	207,784	$9.7M
8	Rooted Wealth Advisors, Inc.	3.63%	291,422	$13.8M
9	Fjell Capital, LLC	3.58%	99,500	$4.7M
10	Richmond Investment Services, LLC	2.72%	359,478	$16.8M
11	USAdvisors Wealth Management, LLC	2.02%	130,196	$6K
12	Stewardship Advisors, LLC	1.89%	176,005	$8.2M
13	BOS Asset Management, LLC	1.85%	154,681	$7.2M
14	Avid Wealth Partners LLC	1.51%	68,366	$3.2M
15	KMG FIDUCIARY PARTNERS, LLC	1.31%	378,854	$17.7M
16	Colonial River Investments, LLC	1.31%	77,834	$3.6M
17	Asset Allocation Strategies LLC	1.27%	153,183	$7.2M
18	SOL Capital Management CO	1.27%	56,217	$2.6M
19	KWB Wealth	1.17%	250,037	$11.9M
20	Total Clarity Wealth Management, Inc.	0.99%	89,765	$4.2M
21	Cooper Financial Group	0.93%	196,095	$9.2M
22	Dynamic Advisor Solutions LLC	0.91%	616,515	$28.9M
23	Tennessee Valley Asset Management Partners	0.80%	129,560	$6.1M
24	Mechanics Bank Trust Department	0.52%	80,847	$3.8M
25	Focus Financial Network, Inc.	0.46%	272,616	$12.8M

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?

Slight buying edge — 58% buying: Last quarter: 110 funds bought or added vs 81 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 — 44% AUM from top-100 funds: 14 of 196 holders are among the 100 largest funds by AUM, controlling 44% 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?

50% of holders stayed for 2+ years: 98 out of 196 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.

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INVESCO ACTIVELY MANAGED EXC (GTO)

Smart Money Signals — GTO

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

Slight buying edge — 58% buying

More new buyers each quarter (+11 vs last Q)

50% of holders stayed for 2+ years

Steady discovery — ~27 new funds/quarter

Deep conviction — 50% of holders stayed 2+ years

Elite ownership — 44% AUM from top-100 funds

Hedge Fund Ownership: GTO

Market Analysis: GTO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GTO

Hedge Fund Positioning: GTO

Statistics: GTO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — INVESCO ACTIVELY MANAGED EXC (GTO)

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