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

$102.10 -0.58 (-0.56%)
As of 09/4/2026 04:10 PM Eastern
Compare

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)
$7.02M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.16M
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PSR Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 Montz Harcus Wealth Management LLC11,688$1.20M0.4%+9.3%2.051%
7/2/2026 CX Institutional290$30K0.0%-91.3%0.052%
5/18/2026 Royal Bank of Canada12,892$1.19M0.0%+0.8%2.528%
5/15/2026 Gateway Wealth Partners LLC6,298$583K0.0%+106.4%1.235%
5/13/2026 Cetera Investment Advisers58,028$5.37M0.0%+12.7%11.378%
5/6/2026 Main Street Group LTD300$28K0.0%N/A0.059%
5/5/2026 Geneos Wealth Management Inc.2,382$221K0.0%-10.9%0.467%
4/30/2026 Kestra Advisory Services LLC2,650$245K0.0%+18.0%0.520%
4/29/2026 Montz Harcus Wealth Management LLC10,698$991K0.4%+12.1%2.098%
2/17/2026 Cetera Investment Advisers51,475$4.65M0.0%+14.2%10.093%
2/17/2026 Osaic Holdings Inc.10,391$939K0.0%-7.1%2.037%
2/17/2026 Royal Bank of Canada12,790$1.16M0.0%+1.3%2.508%
2/16/2026 MML Investors Services LLC3,116$281K0.0%+6.1%0.611%
2/13/2026 CreativeOne Wealth LLC2,262$204K0.0%-15.5%0.444%
2/13/2026 Itau Unibanco Holding S.A.46,330$4.19M0.1%+85.5%9.084%
2/12/2026 Orion Porfolio Solutions LLC3,462$313K0.0%N/A0.679%
2/12/2026 Commonwealth Equity Services LLC2,278$206K0.0%-8.1%0.447%
2/12/2026 Steward Partners Investment Advisory LLC4,191$379K0.0%-22.5%0.822%
2/11/2026 LPL Financial LLC20,610$1.86M0.0%+4.0%4.041%
2/11/2026 J.W. Cole Advisors Inc.2,827$255K0.0%+17.9%0.554%
2/4/2026 Brio Consultants LLC6,999$632K0.1%+27.2%1.321%
1/28/2026 Geneos Wealth Management Inc.2,674$242K0.0%-17.2%0.505%
1/26/2026 Independent Wealth Network Inc.4,598$415K0.1%+12.5%0.868%
1/22/2026 Montz Harcus Wealth Management LLC9,542$862K0.3%+4.6%1.800%
1/21/2026 Flagship Harbor Advisors LLC495$45K0.0%N/A0.093%
1/13/2026 LongView Wealth Management2,410$220K0.1%+7.8%0.455%
1/12/2026 CVA Family Office LLC1,306$118K0.0%-11.8%0.246%
11/17/2025 Susquehanna International Group LLP3,239$300K0.0%+6.7%0.578%
11/17/2025 Citadel Advisors LLC3,354$311K0.0%-52.2%0.599%
11/14/2025 Raymond James Financial Inc.3,918$363K0.0%-73.2%0.700%
11/14/2025 Virtu Financial LLC20,358$1.89M0.1%N/A3.635%
11/13/2025 CreativeOne Wealth LLC2,676$248K0.0%-13.8%0.478%
11/7/2025 Main Street Group LTD295$27K0.0%-29.8%0.053%
11/6/2025 CENTRAL TRUST Co567$53K0.0%-55.1%0.101%
11/5/2025 J.W. Cole Advisors Inc.2,397$222K0.0%N/A0.428%
11/5/2025 Envestnet Asset Management Inc.6,844$634K0.0%+17.4%1.222%
10/21/2025 Global Retirement Partners LLC600$56K0.0%+500.0%0.107%
10/20/2025 Montz Harcus Wealth Management LLC9,120$845K0.4%+3.6%1.629%
10/15/2025 Independent Wealth Network Inc.4,087$379K0.1%+29.3%0.730%
10/14/2025 LongView Wealth Management2,236$207K0.1%N/A0.399%
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10/14/2025 AA Financial Advisors LLC7,881$730K0.1%-8.1%1.407%
9/4/2025 Osaic Holdings Inc.10,794$986K0.0%-5.2%1.799%
8/18/2025 Geneos Wealth Management Inc.3,230$295K0.0%+14.1%0.538%
8/15/2025 Tower Research Capital LLC TRC 9,269$846K0.0%-13.9%1.545%
8/14/2025 Jane Street Group LLC2,835$259K0.0%-30.5%0.473%
8/14/2025 Raymond James Financial Inc.14,644$1.34M0.0%+2.7%2.441%
8/13/2025 Flow Traders U.S. LLC2,303$210K0.0%N/A0.384%
8/12/2025 CreativeOne Wealth LLC3,104$283K0.0%-14.3%0.517%
8/8/2025 Cetera Investment Advisers19,655$1.80M0.0%+11.9%3.222%
8/7/2025 CENTRAL TRUST Co1,262$115K0.0%-25.6%0.207%
8/7/2025 Brio Consultants LLC5,354$489K0.1%N/A0.878%
8/6/2025 Summit Investment Advisors Inc.5,086$471K0.4%-7.5%0.834%
8/5/2025 Strategic Financial Concepts LLC11,213$1.02M0.1%-1.4%1.838%
8/1/2025 Envestnet Asset Management Inc.5,832$533K0.0%+15.2%0.956%
7/29/2025 Koshinski Asset Management Inc.29,684$2.71M0.2%-7.8%4.866%
7/21/2025 Montz Harcus Wealth Management LLC8,802$804K0.4%+6.3%1.443%
7/16/2025 Swisher Financial Concepts Inc.2,358$215K0.1%-48.2%0.387%
7/11/2025 AA Financial Advisors LLC8,576$783K0.2%-40.2%1.406%
7/2/2025 HBW Advisory Services LLC8,577$783K0.1%-19.5%1.361%
5/21/2025Geneos Wealth Management Inc.2,830$262K0.0%-15.2%0.449%
5/19/2025Jane Street Group LLC4,078$377K0.0%N/A0.647%
5/16/2025Jones Financial Companies Lllp250,116$23.14M0.0%+7,976.1%39.701%
5/14/2025CreativeOne Wealth LLC3,620$335K0.0%+5.9%0.575%
5/7/2025LPL Financial LLC24,432$2.26M0.0%-39.6%3.878%
5/6/2025Cetera Investment Advisers17,565$1.63M0.0%+22.8%2.702%
5/6/2025Avantax Advisory Services Inc.18,677$1.73M0.0%+2.4%2.873%
5/6/2025Advisor OS LLC2,290$212K0.0%N/A0.352%
5/2/2025Independent Wealth Network Inc.3,134$290K0.1%+4.9%0.482%
4/29/2025Envestnet Asset Management Inc.5,062$468K0.0%+14.4%0.779%
4/28/2025Strategic Financial Concepts LLC11,375$1.05M0.2%+5.5%1.750%
4/25/2025Koshinski Asset Management Inc.32,208$2.98M0.3%+3.5%4.955%
4/22/2025Cambridge Investment Research Advisors Inc.3,461$320K0.0%-11.7%0.532%
4/21/2025Montz Harcus Wealth Management LLC8,281$766K0.4%+11.5%1.274%
4/18/2025CENTRAL TRUST Co1,696$157K0.0%-34.6%0.261%
4/17/2025AA Financial Advisors LLC14,336$1.33M0.3%-9.0%2.206%
4/9/2025Swisher Financial Concepts Inc.4,550$421K0.3%-53.8%0.689%
4/9/2025HBW Advisory Services LLC10,660$986K0.1%+5.4%1.615%
4/9/2025Merit 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%
2/13/2025Swisher Financial Concepts Inc.9,845$889K1.0%-40.8%1.262%
2/13/2025Envestnet 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%
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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%
1/30/2025Strategic Financial Concepts LLC10,778$973K0.0%+3.9%1.382%
1/29/2025Montz Harcus Wealth Management LLC7,424$670K0.4%+24.4%0.952%
1/28/2025Strategic Financial Concepts LLC948,637$85.65M0.2%+9,046.1%121.620%
1/24/2025CENTRAL TRUST Co2,594$234K0.0%-6.9%0.333%
1/17/2025Independent Wealth Network Inc.2,988$270K0.1%+40.5%0.383%
1/16/2025Koshinski Asset Management Inc.31,106$2.81M0.0%-4.9%3.988%
1/15/2025Merit Financial Group LLC39,383$3.56M0.1%-3.1%5.049%
1/10/2025HBW Advisory Services LLC10,110$913K0.1%+11.7%1.296%


PSR Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 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), Cetera Investment Advisers ($5.37M), Itau Unibanco Holding S.A. ($4.19M), Koshinski Asset Management Inc. ($2.71M), Virtu Financial LLC ($1.89M), LPL Financial LLC ($1.86M), and Avantax Advisory Services Inc. ($1.73M).Learn more on Invesco Active U.S. Real Estate ETF's institutional investors.

Of the 34 institutional investors that purchased Invesco Active U.S. Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($939.27K), Jones Financial Companies Lllp ($247.68K), Itau Unibanco Holding S.A. ($69.84K), Virtu Financial LLC ($27.85K), Raymond James Financial Inc. ($25.98K), Cetera Investment Advisers ($19.84K), and Tower Research Capital LLC TRC ($7.15K).

Institutional investors have bought a total of 76,565 shares in the last 24 months. This purchase volume represents approximately $7.02M in transactions.

Of the 12 institutional investors that sold Invesco Active U.S. Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($10.73K), Citadel Advisors LLC ($3.66K), CX Institutional ($3.06K), Steward Partners Investment Advisory LLC ($1.22K), Geneos Wealth Management Inc. ($848.00), CreativeOne Wealth LLC ($842.00), and Osaic Holdings Inc. ($794.00).

Institutional investors have sold a total of 23,035 shares in the last 24 months. This volume of shares sold represents approximately $2.16M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PSR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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