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

$92.07 -0.22 (-0.24%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Active U.S. Real Estate ETF (NYSEARCA:PSR)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$182.27M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$5.45M
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PSR Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Independent Wealth Network Inc.3,134$290K0.1%+4.9%0.482%
4/29/2025 Envestnet Asset Management Inc.5,062$468K0.0%+14.4%0.779%
4/28/2025 Strategic Financial Concepts LLC11,375$1.05M0.2%+5.5%1.750%
4/25/2025 Koshinski Asset Management Inc.32,208$2.98M0.3%+3.5%4.955%
4/22/2025 Cambridge Investment Research Advisors Inc.3,461$320K0.0%-11.7%0.532%
4/21/2025 Montz Harcus Wealth Management LLC8,281$766K0.4%+11.5%1.274%
4/18/2025 CENTRAL TRUST Co1,696$157K0.0%-34.6%0.261%
4/17/2025 AA Financial Advisors LLC14,336$1.33M0.3%-9.0%2.206%
4/9/2025 Swisher Financial Concepts Inc.4,550$421K0.3%-53.8%0.689%
4/9/2025 HBW Advisory Services LLC10,660$986K0.1%+5.4%1.615%
4/9/2025 Merit Financial Group LLC4,997$462K0.0%-87.3%0.757%
2/17/2025Cetera Investment Advisers14,308$1.29M0.0%+12.2%1.834%
2/14/2025Itau Unibanco Holding S.A.48,490$4.38M0.1%N/A6.217%
2/14/2025Tower Research Capital LLC TRC9,394$848K0.0%+317.9%1.204%
2/13/2025Integrity Wealth Advisors Inc.2,323$210K0.2%N/A0.298%
2/13/2025CreativeOne Wealth LLC3,417$309K0.0%-11.1%0.438%
2/13/2025Raymond James Financial Inc.12,800$1.16M0.0%N/A1.641%
2/13/2025 Swisher Financial Concepts Inc.9,845$889K1.0%-40.8%1.262%
2/13/2025 Envestnet Asset Management Inc.4,423$399K0.0%-3.2%0.567%
2/11/2025LPL Financial LLC40,481$3.66M0.0%-4.4%5.190%
2/11/2025Virtu Financial LLC7,494$677K0.0%N/A0.961%
2/10/2025Avantax Advisory Services Inc.18,232$1.65M0.0%-2.2%2.337%
2/6/2025Raymond James Financial Inc.12,800$1.16M0.0%N/A1.641%
2/6/2025Steward Partners Investment Advisory LLC5,936$536K0.0%-6.4%0.761%
2/6/2025Jones Financial Companies Lllp3,097$280K0.0%+26.9%0.397%
1/30/2025 Strategic Financial Concepts LLC10,778$973K0.0%+3.9%1.382%
1/29/2025 Montz Harcus Wealth Management LLC7,424$670K0.4%+24.4%0.952%
1/28/2025 Strategic Financial Concepts LLC948,637$85.65M0.2%+9,046.1%121.620%
1/24/2025 CENTRAL TRUST Co2,594$234K0.0%-6.9%0.333%
1/17/2025 Independent Wealth Network Inc.2,988$270K0.1%+40.5%0.383%
1/16/2025 Koshinski Asset Management Inc.31,106$2.81M0.0%-4.9%3.988%
1/15/2025 Merit Financial Group LLC39,383$3.56M0.1%-3.1%5.049%
1/10/2025 HBW Advisory Services LLC10,110$913K0.1%+11.7%1.296%
11/14/2024CreativeOne Wealth LLC3,842$378K0.0%+4.8%0.493%
10/24/2024 Montz Harcus Wealth Management LLC5,967$588K0.3%+2.9%0.765%
10/23/2024 Cambridge Advisors Inc.2,241$221K0.0%N/A0.287%
10/23/2024 CENTRAL TRUST Co2,787$275K0.0%-25.6%0.357%
10/18/2024 AA Financial Advisors LLC15,745$1.55M0.4%+2.3%2.019%
10/10/2024 Koshinski Asset Management Inc.32,712$3.22M0.3%+1.4%4.194%
8/6/2024 Arbor Capital Management Inc. ADV5,411$459K0.4%+9.5%0.694%
URGENT: Someone's Moving Gold Out of London... (Ad)

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Go here to learn about my Top Four picks for the coming bull mania.
8/6/2024 Strategic Financial Concepts LLC986,962$845K0.0%+9,259.5%126.534%
7/31/2024Commonwealth Equity Services LLC2,802$240K0.0%-49.5%0.359%
7/19/2024 Montz Harcus Wealth Management LLC5,801$497K0.3%+2.9%0.744%
7/19/2024 Pacific Sun Financial Corp2,552$218K0.1%-4.9%0.327%
7/16/2024 AA Financial Advisors LLC15,390$1.32M0.5%+4.6%1.973%
7/5/2024 HBW Advisory Services LLC9,019$772K0.1%N/A1.156%
5/24/2024Cetera Advisors LLC5,283$466K0.0%N/A0.677%
5/14/2024CreativeOne Wealth LLC4,290$379K0.0%+3.5%0.543%
5/9/2024 Koshinski Asset Management Inc.34,122$3.01M0.3%N/A4.319%
5/8/2024Avantax Advisory Services Inc.20,096$1.77M0.0%+8.7%2.544%
5/4/2024Geneos Wealth Management Inc.4,759$420K0.0%-24.2%0.602%
4/30/2024Beam Wealth Advisors Inc.3,051$269K0.2%-5.3%0.386%
4/24/2024 CENTRAL TRUST Co12,556$1.11M0.0%+4.8%1.589%
4/22/2024 Strategic Financial Concepts LLC10,545$930K0.2%N/A1.335%
4/4/2024 Moody National Bank Trust Division19,871$1.75M0.1%-77.5%1.590%
2/13/2024 Arbor Capital Management Inc. ADV4,992$451K0.3%+10.1%0.399%
2/12/2024Steward Partners Investment Advisory LLC39,300$3.60M0.0%-4.5%3.144%
2/12/2024Sculati Wealth Management LLC2,235$204K0.1%N/A0.179%
2/9/2024CreativeOne Wealth LLC4,145$379K0.0%-10.3%0.332%
2/7/2024Avantax Advisory Services Inc.18,487$1.69M0.0%-28.0%1.479%
2/6/2024Private Advisor Group LLC21,465$1.96M0.0%+34.6%1.717%
2/6/2024 Merit Financial Group LLC3,508$321K0.0%N/A0.281%
2/5/2024 Field & Main Bank13,880$1.27M0.5%+4.8%1.110%
1/31/2024Beam Wealth Advisors Inc.3,223$295K0.2%-39.8%0.258%
1/26/2024Geneos Wealth Management Inc.6,277$574K0.0%-22.0%0.502%
1/24/2024 CENTRAL TRUST Co11,979$1.10M0.0%-3.5%0.958%
1/22/2024 Montz Harcus Wealth Management LLC5,068$464K0.4%+3.5%0.405%
1/17/2024 Cambridge Advisors Inc.2,367$217K0.1%N/A0.189%
1/16/2024Raymond James Financial Services Advisors Inc.14,545$1.33M0.0%+13.2%1.164%
1/16/2024 CVA Family Office LLC1,400$128K0.0%-53.4%0.112%
1/11/2024 Moody National Bank Trust Division88,283$8.08M0.6%N/A7.063%
11/14/2023Tower Research Capital LLC TRC8,471$669K0.0%-23.5%0.678%
11/14/2023 Mutual Advisors LLC7,999$632K0.0%-53.9%0.640%
11/13/2023LPL Financial LLC66,265$5.24M0.0%-10.5%5.301%
11/8/2023Avantax Advisory Services Inc.25,659$2.03M0.0%+4.4%2.053%
11/8/2023 Strategic Financial Concepts LLC9,409$743K0.3%+59.9%0.753%
11/3/2023Private Advisor Group LLC15,947$1.26M0.0%+19.6%1.276%
10/31/2023 Fifth Third Bancorp1,500$119K0.0%-40.0%0.120%
10/27/2023 Arbor Capital Management Inc. ADV4,535$346K0.3%+5.7%0.363%
10/26/2023Beam Wealth Advisors Inc.5,357$423K0.3%-14.3%0.429%
10/26/2023 CENTRAL TRUST Co12,415$981K0.0%-4.1%0.993%
10/24/2023 Stratos Wealth Advisors LLC7,032$556K0.0%+3.8%0.563%
10/24/2023Raymond James Financial Services Advisors Inc.12,849$1.02M0.0%-4.9%1.028%
10/24/2023 Cambridge Investment Research Advisors Inc.9,658$763K0.0%-21.8%0.773%
10/23/2023 Sheets Smith Wealth Management500$40K0.0%N/A0.040%
10/23/2023Commonwealth Equity Services LLC6,671$527K0.0%-38.8%0.534%
10/18/2023 Koshinski Asset Management Inc.33,219$2.62M0.3%-14.3%2.658%
10/17/2023CreativeOne Wealth LLC4,619$365K0.0%-20.6%0.370%
10/11/2023Geneos Wealth Management Inc.8,051$636K0.0%-9.4%0.644%
10/11/2023 Atlas Private Wealth Advisors182,157$14.39M2.7%+11.3%14.573%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
8/11/2023Ameritas Investment Partners Inc.5,573$483K0.0%+5.9%0.446%
8/10/2023Private Advisor Group LLC13,334$1.16M0.0%+51.2%1.067%
8/10/2023Cetera Investment Advisers3,786$328K0.0%-32.9%0.303%
8/8/2023Geneos Wealth Management Inc.8,886$770K0.0%-12.8%0.711%
8/4/2023 Atlas Private Wealth Advisors163,640$14.19M2.9%+131.9%13.091%
7/31/2023LPL Financial LLC74,045$6.42M0.0%-8.8%5.924%
7/31/2023 Mutual Advisors LLC17,368$1.51M0.1%+7.1%1.389%
7/28/2023 Koshinski Asset Management Inc.38,760$3.36M0.4%N/A2.850%
7/26/2023 CENTRAL TRUST Co12,945$1.12M0.0%-24.7%0.952%
7/26/2023Beam Wealth Advisors Inc.6,248$542K0.4%-74.4%0.459%
(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, 44 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), Itau Unibanco Holding S.A. ($4.38M), LPL Financial LLC ($3.66M), Hedeker Wealth LLC ($3.55M), Koshinski Asset Management Inc. ($2.98M), Private Advisor Group LLC ($1.96M), and Moody National Bank Trust Division ($1.75M).Learn more on PSR's institutional investors.

Which institutional investors have been buying Invesco Active U.S. Real Estate ETF stock?

Of the 36 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: Strategic Financial Concepts LLC ($1.93M), Atlas Private Wealth Advisors ($111.61K), Moody National Bank Trust Division ($88.28K), Koshinski Asset Management Inc. ($74.42K), Itau Unibanco Holding S.A. ($48.49K), Raymond James Financial Inc. ($25.60K), and Private Advisor Group LLC ($21.47K).

How much institutional buying is happening at Invesco Active U.S. Real Estate ETF?

Institutional investors have bought a total of 2,382,253 shares in the last 24 months. This purchase volume represents approximately $209.62M in transactions.

Which Invesco Active U.S. Real Estate ETF major shareholders have been selling company stock?

Of the 22 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: Moody National Bank Trust Division ($68.41K), Merit Financial Group LLC ($35.66K), LPL Financial LLC ($28.99K), Beam Wealth Advisors Inc. ($21.37K), Swisher Financial Concepts Inc. ($12.08K), Mutual Advisors LLC ($9.37K), and Avantax Advisory Services Inc. ($7.59K).

How much institutional selling is happening at Invesco Active U.S. Real Estate ETF?

Institutional investors have sold a total of 227,848 shares in the last 24 months. This volume of shares sold represents approximately $19.95M in transactions.



This page (NYSEARCA:PSR) was last updated on 5/5/2025 by MarketBeat.com Staff
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