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

$91.34 +1.48 (+1.65%)
As of 05/27/2025 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)
20
Total
Institutional Inflows
(last 12 months)
$202.45M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$6.99M
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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
5/21/2025 Geneos Wealth Management Inc.2,830$262K0.0%-15.2%0.449%
5/19/2025 Jane Street Group LLC4,078$377K0.0%N/A0.647%
5/16/2025 Jones Financial Companies Lllp250,116$23.14M0.0%+7,976.1%39.701%
5/14/2025 CreativeOne Wealth LLC3,620$335K0.0%+5.9%0.575%
5/7/2025 LPL Financial LLC24,432$2.26M0.0%-39.6%3.878%
5/6/2025 Cetera Investment Advisers17,565$1.63M0.0%+22.8%2.702%
5/6/2025 Avantax Advisory Services Inc.18,677$1.73M0.0%+2.4%2.873%
5/6/2025 Advisor OS LLC2,290$212K0.0%N/A0.352%
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%
2/17/2025 Cetera Investment Advisers14,308$1.29M0.0%+12.2%1.834%
2/14/2025 Itau Unibanco Holding S.A.48,490$4.38M0.1%N/A6.217%
2/14/2025 Tower Research Capital LLC TRC9,394$848K0.0%+317.9%1.204%
2/13/2025Integrity Wealth Advisors Inc.2,323$210K0.2%N/A0.298%
2/13/2025 CreativeOne Wealth LLC3,417$309K0.0%-11.1%0.438%
2/13/2025 Raymond 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%
2/11/2025 LPL Financial LLC40,481$3.66M0.0%-4.4%5.190%
2/11/2025 Virtu Financial LLC7,494$677K0.0%N/A0.961%
2/10/2025 Avantax Advisory Services Inc.18,232$1.65M0.0%-2.2%2.337%
2/6/2025 Raymond James Financial Inc.12,800$1.16M0.0%N/A1.641%
2/6/2025 Steward Partners Investment Advisory LLC5,936$536K0.0%-6.4%0.761%
2/6/2025 Jones 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%
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1/10/2025 HBW Advisory Services LLC10,110$913K0.1%+11.7%1.296%
11/14/2024 CreativeOne 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%
8/6/2024 Strategic Financial Concepts LLC986,962$845K0.0%+9,259.5%126.534%
7/31/2024 Commonwealth 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%
5/14/2024 CreativeOne Wealth LLC4,290$379K0.0%+3.5%0.543%
5/9/2024 Koshinski Asset Management Inc.34,122$3.01M0.3%N/A4.319%
5/8/2024 Avantax Advisory Services Inc.20,096$1.77M0.0%+8.7%2.544%
5/4/2024 Geneos Wealth Management Inc.4,759$420K0.0%-24.2%0.602%
4/30/2024 Beam 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%
2/12/2024 Steward Partners Investment Advisory LLC39,300$3.60M0.0%-4.5%3.144%
2/12/2024 Sculati Wealth Management LLC2,235$204K0.1%N/A0.179%
2/9/2024 CreativeOne Wealth LLC4,145$379K0.0%-10.3%0.332%
2/7/2024 Avantax Advisory Services Inc.18,487$1.69M0.0%-28.0%1.479%
2/6/2024 Private 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%
1/31/2024 Beam Wealth Advisors Inc.3,223$295K0.2%-39.8%0.258%
1/26/2024 Geneos 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%
11/14/2023 Tower Research Capital LLC TRC8,471$669K0.0%-23.5%0.678%
11/14/2023 Mutual Advisors LLC7,999$632K0.0%-53.9%0.640%
11/13/2023 LPL Financial LLC66,265$5.24M0.0%-10.5%5.301%
11/8/2023 Avantax 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%
11/3/2023 Private 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%
10/26/2023 Beam 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%
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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%
10/23/2023 Commonwealth 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%
10/17/2023 CreativeOne Wealth LLC4,619$365K0.0%-20.6%0.370%
10/11/2023 Geneos 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%
8/11/2023 Ameritas Investment Partners Inc.5,573$483K0.0%+5.9%0.446%
8/10/2023 Private Advisor Group LLC13,334$1.16M0.0%+51.2%1.067%
(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, 46 institutional investors and hedge funds held shares of Invesco Active U.S. Real Estate ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($23.14M), Atlas Private Wealth Advisors ($14.39M), Itau Unibanco Holding S.A. ($4.38M), Hedeker Wealth LLC ($3.55M), Koshinski Asset Management Inc. ($2.98M), LPL Financial LLC ($2.26M), 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 38 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), Jones Financial Companies Lllp ($247.68K), 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), and Raymond James Financial Inc. ($25.60K).

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

Institutional investors have bought a total of 2,630,342 shares in the last 24 months. This purchase volume represents approximately $232.62M 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 ($32.82K), 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 232,185 shares in the last 24 months. This volume of shares sold represents approximately $20.42M in transactions.



This page (NYSEARCA:PSR) was last updated on 5/28/2025 by MarketBeat.com Staff
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