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

$92.11 +0.31 (+0.34%)
As of 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)
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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1/10/2025HBW Advisory Services LLC10,110$913K0.1%+11.7%1.296%
11/14/2024CreativeOne Wealth LLC3,842$378K0.0%+4.8%0.493%
10/24/2024Montz Harcus Wealth Management LLC5,967$588K0.3%+2.9%0.765%
10/23/2024Cambridge Advisors Inc.2,241$221K0.0%N/A0.287%
10/23/2024CENTRAL TRUST Co2,787$275K0.0%-25.6%0.357%
10/18/2024AA Financial Advisors LLC15,745$1.55M0.4%+2.3%2.019%
10/10/2024Koshinski Asset Management Inc.32,712$3.22M0.3%+1.4%4.194%
8/6/2024Arbor Capital Management Inc. ADV5,411$459K0.4%+9.5%0.694%
8/6/2024Strategic Financial Concepts LLC986,962$845K0.0%+9,259.5%126.534%
7/31/2024Commonwealth Equity Services LLC2,802$240K0.0%-49.5%0.359%
7/19/2024Montz Harcus Wealth Management LLC5,801$497K0.3%+2.9%0.744%
7/19/2024Pacific Sun Financial Corp2,552$218K0.1%-4.9%0.327%
7/16/2024AA Financial Advisors LLC15,390$1.32M0.5%+4.6%1.973%
7/5/2024HBW 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%
5/9/2024Koshinski 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%
4/24/2024CENTRAL TRUST Co12,556$1.11M0.0%+4.8%1.589%
4/22/2024Strategic Financial Concepts LLC10,545$930K0.2%N/A1.335%
4/4/2024Moody National Bank Trust Division19,871$1.75M0.1%-77.5%1.590%
2/13/2024Arbor 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%
2/6/2024Merit Financial Group LLC3,508$321K0.0%N/A0.281%
2/5/2024Field & 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%
1/24/2024CENTRAL TRUST Co11,979$1.10M0.0%-3.5%0.958%
1/22/2024Montz Harcus Wealth Management LLC5,068$464K0.4%+3.5%0.405%
1/17/2024Cambridge 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%
1/16/2024CVA Family Office LLC1,400$128K0.0%-53.4%0.112%
1/11/2024Moody 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%
11/14/2023Mutual 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%
11/8/2023Strategic Financial Concepts LLC9,409$743K0.3%+59.9%0.753%
11/3/2023Private Advisor Group LLC15,947$1.26M0.0%+19.6%1.276%
10/31/2023Fifth Third Bancorp1,500$119K0.0%-40.0%0.120%
10/27/2023Arbor 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%
10/26/2023CENTRAL TRUST Co12,415$981K0.0%-4.1%0.993%
10/24/2023Stratos 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%
10/24/2023Cambridge Investment Research Advisors Inc.9,658$763K0.0%-21.8%0.773%
10/23/2023Sheets Smith Wealth Management500$40K0.0%N/A0.040%
10/23/2023Commonwealth Equity Services LLC6,671$527K0.0%-38.8%0.534%
10/18/2023Koshinski 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%
10/11/2023Atlas Private Wealth Advisors182,157$14.39M2.7%+11.3%14.573%
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%
(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 Invesco Active U.S. Real Estate ETF's institutional investors.

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

Of the 38 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 ($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 2,286,615 shares in the last 24 months. This purchase volume represents approximately $202.45M in transactions.

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

Of the 15 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: Merit Financial Group LLC ($35.66K), LPL Financial LLC ($17.93K), Swisher Financial Concepts Inc. ($12.08K), Commonwealth Equity Services LLC ($2.75K), HBW Advisory Services LLC ($2.08K), CENTRAL TRUST Co ($2.05K), and Koshinski Asset Management Inc. ($1.61K).

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

Institutional investors have sold a total of 78,056 shares in the last 24 months. This volume of shares sold represents approximately $7.18M in transactions.


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This page (NYSEARCA:PSR) was last updated on 7/2/2025 by MarketBeat.com Staff
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