11 institutions reported holding $109.7M of INVESCO ACTIVELY MANAGED EXC (GTOS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Invesco Ltd. ($105.9M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.9M), CITADEL ADVISORS LLC ($1.1M), Mowery & Schoenfeld Wealth Management, LLC ($408,468), Claro Advisors LLC ($207,938). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Invesco Ltd. | $105.9M | 4.2M | Added |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 74,408 | Added |
| 3 | CITADEL ADVISORS LLC | $1.1M | 45,885 | Trimmed |
| 4 | Mowery & Schoenfeld Wealth Management, LLC | $408,468 | 16,378 | Trimmed |
| 5 | Claro Advisors LLC | $207,938 | 8,338 | Trimmed |
| 6 | Wagner Wealth Management, LLC | $166,306 | 6,668 | Trimmed |
| 7 | Sunrise Financial Services, LLC | $9,976 | 400 | Trimmed |
| 8 | UBS Group AG | $7,607 | 305 | Added |
| 9 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 10 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 11 | Phillip James Consulting Co. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30