Invesco Active U.S. Real Estate ETF (PSR) Institutional Ownership

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$85.21

-0.34 (-0.40%)

(As of 06/17/2024 ET)

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Number of Institutional Buyers (last 12 months): 25
Total Institutional Inflows (last 12 months): $30.17M

Number of Institutional Sellers (last 12 months): 17
Total Institutional Outflows (last 12 months): $13.43M

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PSR Institutional Buying and Selling by Quarter

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Invesco Active U.S. Real Estate ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/24/2024	Cetera Advisors LLC	5,283	$466K	0.0%	N/A	0.677%
5/14/2024	CreativeOne Wealth LLC	4,290	$379K	0.0%	+3.5%	0.543%
5/9/2024	Koshinski Asset Management Inc.	34,122	$3.01M	0.3%	N/A	4.319%
5/8/2024	Avantax Advisory Services Inc.	20,096	$1.77M	0.0%	+8.7%	2.544%
5/4/2024	Geneos Wealth Management Inc.	4,759	$420K	0.0%	-24.2%	0.602%
4/30/2024	Beam Wealth Advisors Inc.	3,051	$269K	0.2%	-5.3%	0.386%
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4/24/2024	CENTRAL TRUST Co	12,556	$1.11M	0.0%	+4.8%	1.589%
4/22/2024	Strategic Financial Concepts LLC	10,545	$930K	0.2%	N/A	1.335%
4/4/2024	Moody National Bank Trust Division	19,871	$1.75M	0.1%	-77.5%	1.590%
2/13/2024	Arbor Capital Management Inc. ADV	4,992	$451K	0.3%	+10.1%	0.399%
2/12/2024	Steward Partners Investment Advisory LLC	39,300	$3.60M	0.0%	-4.5%	3.144%
2/12/2024	Sculati Wealth Management LLC	2,235	$204K	0.1%	N/A	0.179%
2/9/2024	CreativeOne Wealth LLC	4,145	$379K	0.0%	-10.3%	0.332%
2/7/2024	Avantax Advisory Services Inc.	18,487	$1.69M	0.0%	-28.0%	1.479%
2/6/2024	Private Advisor Group LLC	21,465	$1.96M	0.0%	+34.6%	1.717%
2/6/2024	Merit Financial Group LLC	3,508	$321K	0.0%	N/A	0.281%
2/5/2024	Field & Main Bank	13,880	$1.27M	0.5%	+4.8%	1.110%
1/31/2024	Beam Wealth Advisors Inc.	3,223	$295K	0.2%	-39.8%	0.258%
1/26/2024	Geneos Wealth Management Inc.	6,277	$574K	0.0%	-22.0%	0.502%
1/24/2024	CENTRAL TRUST Co	11,979	$1.10M	0.0%	-3.5%	0.958%
1/22/2024	Montz Harcus Wealth Management LLC	5,068	$464K	0.4%	+3.5%	0.405%
1/17/2024	Cambridge Advisors Inc.	2,367	$217K	0.1%	N/A	0.189%
1/16/2024	Raymond James Financial Services Advisors Inc.	14,545	$1.33M	0.0%	+13.2%	1.164%
1/16/2024	CVA Family Office LLC	1,400	$128K	0.0%	-53.4%	0.112%
1/11/2024	Moody National Bank Trust Division	88,283	$8.08M	0.6%	N/A	7.063%
11/14/2023	Tower Research Capital LLC TRC	8,471	$669K	0.0%	-23.5%	0.678%
11/14/2023	Mutual Advisors LLC	7,999	$632K	0.0%	-53.9%	0.640%
11/13/2023	LPL Financial LLC	66,265	$5.24M	0.0%	-10.5%	5.301%
11/8/2023	Avantax Advisory Services Inc.	25,659	$2.03M	0.0%	+4.4%	2.053%
11/8/2023	Strategic Financial Concepts LLC	9,409	$743K	0.3%	+59.9%	0.753%
11/3/2023	Private Advisor Group LLC	15,947	$1.26M	0.0%	+19.6%	1.276%
10/31/2023	Fifth Third Bancorp	1,500	$119K	0.0%	-40.0%	0.120%
10/27/2023	Arbor Capital Management Inc. ADV	4,535	$346K	0.3%	+5.7%	0.363%
10/26/2023	Beam Wealth Advisors Inc.	5,357	$423K	0.3%	-14.3%	0.429%
10/26/2023	CENTRAL TRUST Co	12,415	$981K	0.0%	-4.1%	0.993%
10/24/2023	Stratos Wealth Advisors LLC	7,032	$556K	0.0%	+3.8%	0.563%
10/24/2023	Raymond James Financial Services Advisors Inc.	12,849	$1.02M	0.0%	-4.9%	1.028%
10/24/2023	Cambridge Investment Research Advisors Inc.	9,658	$763K	0.0%	-21.8%	0.773%
10/23/2023	Sheets Smith Wealth Management	500	$40K	0.0%	N/A	0.040%
10/23/2023	Commonwealth Equity Services LLC	6,671	$527K	0.0%	-38.8%	0.534%
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10/18/2023	Koshinski Asset Management Inc.	33,219	$2.62M	0.3%	-14.3%	2.658%
10/17/2023	CreativeOne Wealth LLC	4,619	$365K	0.0%	-20.6%	0.370%
10/11/2023	Geneos Wealth Management Inc.	8,051	$636K	0.0%	-9.4%	0.644%
10/11/2023	Atlas Private Wealth Advisors	182,157	$14.39M	2.7%	+11.3%	14.573%
8/11/2023	Ameritas Investment Partners Inc.	5,573	$483K	0.0%	+5.9%	0.446%
8/10/2023	Private Advisor Group LLC	13,334	$1.16M	0.0%	+51.2%	1.067%
8/10/2023	Cetera Investment Advisers	3,786	$328K	0.0%	-32.9%	0.303%
8/8/2023	Geneos Wealth Management Inc.	8,886	$770K	0.0%	-12.8%	0.711%
8/4/2023	Atlas Private Wealth Advisors	163,640	$14.19M	2.9%	+131.9%	13.091%
7/31/2023	LPL Financial LLC	74,045	$6.42M	0.0%	-8.8%	5.924%
7/31/2023	Mutual Advisors LLC	17,368	$1.51M	0.1%	+7.1%	1.389%
7/28/2023	Koshinski Asset Management Inc.	38,760	$3.36M	0.4%	N/A	2.850%
7/26/2023	CENTRAL TRUST Co	12,945	$1.12M	0.0%	-24.7%	0.952%
7/26/2023	Beam Wealth Advisors Inc.	6,248	$542K	0.4%	-74.4%	0.459%
7/25/2023	Raymond James Financial Services Advisors Inc.	13,510	$1.17M	0.0%	-4.6%	0.993%
7/21/2023	Hedeker Wealth LLC	40,933	$3.55M	1.2%	+9.0%	3.010%
7/18/2023	Stratos Wealth Advisors LLC	6,774	$587K	0.0%	+4.3%	0.498%
7/13/2023	Mid American Wealth Advisory Group Inc.	13,431	$1.20M	0.9%	N/A	0.988%
7/13/2023	Cambridge Investment Research Advisors Inc.	12,354	$1.07M	0.0%	+4.5%	0.908%
7/12/2023	Pacific Sun Financial Corp	2,570	$225K	0.2%	N/A	0.189%
7/10/2023	AE Wealth Management LLC	10,795	$936K	0.0%	+20.1%	0.794%
5/10/2023	Private Advisor Group LLC	8,821	$772K	0.0%	N/A	0.635%
5/10/2023	LPL Financial LLC	81,153	$7.10M	0.0%	-13.1%	5.838%
5/9/2023	Tower Research Capital LLC TRC	7,826	$685K	0.0%	+5.1%	0.563%
4/28/2023	Avantax Advisory Services Inc.	26,623	$2.33M	0.0%	+6.7%	1.915%
4/27/2023	Stratos Wealth Advisors LLC	6,494	$568K	0.0%	+6.8%	0.467%
4/26/2023	Beam Wealth Advisors Inc.	24,423	$2.14M	2.1%	+2.5%	1.757%
4/25/2023	Montz Harcus Wealth Management LLC	4,818	$421K	0.4%	+13.7%	0.347%
4/19/2023	Field & Main Bank	13,080	$1.14M	0.7%	+12.1%	0.941%
4/19/2023	CENTRAL TRUST Co	17,186	$1.50M	0.0%	+12.2%	1.236%
4/18/2023	IFP Advisors Inc	951	$75K	0.0%	-23.1%	0.068%
4/18/2023	Hedeker Wealth LLC	37,549	$3.28M	1.2%	-5.7%	2.701%
4/14/2023	AE Wealth Management LLC	8,988	$786K	0.0%	N/A	0.647%
4/14/2023	Raymond James Financial Services Advisors Inc.	14,161	$1.24M	0.0%	+15.9%	1.019%
4/12/2023	Atlas Private Wealth Advisors	70,550	$6.17M	2.9%	+24.9%	5.076%
4/11/2023	Mutual Advisors LLC	16,220	$1.42M	0.1%	+72.3%	1.167%
2/22/2023	CVA Family Office LLC	2,986	$260K	0.1%	+32.9%	0.207%
2/15/2023	Arbor Capital Management Inc. ADV	4,816	$417K	0.4%	-3.9%	0.334%
2/15/2023	Atlas Private Wealth Advisors	56,464	$4.92M	2.6%	+23.1%	3.921%
2/10/2023	Perennial Investment Advisors LLC	8,461	$737K	0.3%	-27.8%	0.588%
2/8/2023	Raymond James Financial Services Advisors Inc.	12,217	$1.06M	0.0%	-1.1%	0.848%
2/8/2023	Belpointe Asset Management LLC	8,698	$757K	0.0%	-10.2%	0.604%
2/8/2023	Cambridge Investment Research Advisors Inc.	11,538	$1.01M	0.0%	+7.3%	0.801%
2/7/2023	Commonwealth Equity Services LLC	3,306	$287K	0.0%	+10.3%	0.230%
2/7/2023	Benjamin F. Edwards & Company Inc.	438	$38K	0.0%	N/A	0.030%
2/7/2023	LPL Financial LLC	93,373	$8.13M	0.0%	+31.4%	6.484%
2/7/2023	IFP Advisors Inc	1,236	$98K	0.0%	-45.8%	0.086%
2/7/2023	Envestnet Asset Management Inc.	11,026	$960K	0.0%	+22.4%	0.766%
2/3/2023	CX Institutional	4,400	$383K	0.0%	-56.2%	0.306%
2/1/2023	Private Portfolio Partners LLC	4,928	$429K	0.1%	+12.4%	0.342%
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1/31/2023	Kestra Advisory Services LLC	2,355	$205K	0.0%	N/A	0.164%
1/31/2023	Geneos Wealth Management Inc.	10,223	$890K	0.1%	-3.7%	0.710%
1/26/2023	CENTRAL TRUST Co	15,317	$1.33M	0.0%	+20.4%	1.064%
1/23/2023	Cambridge Advisors Inc.	2,297	$200K	0.1%	-15.9%	0.160%
1/23/2023	Beam Wealth Advisors Inc.	23,823	$2.07M	2.2%	+25.0%	1.654%
1/20/2023	Hedeker Wealth LLC	39,831	$3.47M	1.3%	-1.6%	2.620%
1/20/2023	Montz Harcus Wealth Management LLC	4,239	$369K	0.4%	+16.3%	0.279%
1/19/2023	Stratos Wealth Advisors LLC	6,080	$529K	0.0%	+25.0%	0.400%
1/19/2023	Field & Main Bank	11,671	$1.02M	0.7%	+1.1%	0.763%
1/13/2023	Merit Financial Group LLC	4,093	$356K	0.0%	N/A	0.262%

(Data available from 1/1/2016 forward)

PSR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSR shares?: During the previous two years, 54 institutional investors and hedge funds held shares of Invesco Active U.S. Real Estate ETF. The most heavily invested institutionals were Atlas Private Wealth Advisors ($14.39M), LPL Financial LLC ($5.24M), Financial Advocates Investment Management ($4.24M), Steward Partners Investment Advisory LLC ($3.60M), Hedeker Wealth LLC ($3.55M), Koshinski Asset Management Inc. ($3.01M), and Private Advisor Group LLC ($1.96M).Learn more on PSR's institutional investors.
Which institutional investors have been buying Invesco Active U.S. Real Estate ETF stock?: Of the 49 institutional investors that purchased Invesco Active U.S. Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atlas Private Wealth Advisors ($182.16K), Moody National Bank Trust Division ($88.28K), Koshinski Asset Management Inc. ($74.20K), Financial Advocates Investment Management ($54.65K), Hedeker Wealth LLC ($43.88K), LPL Financial LLC ($22.30K), and Private Advisor Group LLC ($22.01K).
How much institutional buying is happening at Invesco Active U.S. Real Estate ETF?: Institutional investors have bought a total of 649,556 shares in the last 24 months. This purchase volume represents approximately $57.87M in transactions.

Which Invesco Active U.S. Real Estate ETF major shareholders have been selling company stock?: Of the 31 institutional investors that sold Invesco Active U.S. Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brio Consultants LLC ($191.30K), Moody National Bank Trust Division ($69.07K), LPL Financial LLC ($27.11K), Beam Wealth Advisors Inc. ($21.37K), Mutual Advisors LLC ($9.37K), Avantax Advisory Services Inc. ($7.17K), and Geneos Wealth Management Inc. ($5.83K).
How much institutional selling is happening at Invesco Active U.S. Real Estate ETF?: Institutional investors have sold a total of 387,536 shares in the last 24 months. This volume of shares sold represents approximately $35.18M in transactions.