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

$90.21 +0.07 (+0.08%)
As of 01/17/2025 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)
16
Total
Institutional Inflows
(last 12 months)
$90.73M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.05M
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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
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%
1/15/2025 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%
10/24/2024Montz 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%
7/5/2024 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%
5/9/2024Koshinski 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%
4/4/2024 Moody 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%
2/6/2024 Merit 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%
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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%
11/14/2023Mutual 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%
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%
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%
8/4/2023Atlas Private Wealth Advisors163,640$14.19M2.9%+131.9%13.091%
7/31/2023LPL Financial LLC74,045$6.42M0.0%-8.8%5.924%
7/31/2023Mutual Advisors LLC17,368$1.51M0.1%+7.1%1.389%
7/28/2023Koshinski Asset Management Inc.38,760$3.36M0.4%N/A2.850%
7/26/2023CENTRAL TRUST Co12,945$1.12M0.0%-24.7%0.952%
7/26/2023Beam Wealth Advisors Inc.6,248$542K0.4%-74.4%0.459%
7/25/2023Raymond James Financial Services Advisors Inc.13,510$1.17M0.0%-4.6%0.993%
7/21/2023Hedeker Wealth LLC40,933$3.55M1.2%+9.0%3.010%
7/18/2023Stratos Wealth Advisors LLC6,774$587K0.0%+4.3%0.498%
7/13/2023 Mid American Wealth Advisory Group Inc.13,431$1.20M0.9%N/A0.988%
7/13/2023Cambridge Investment Research Advisors Inc.12,354$1.07M0.0%+4.5%0.908%
7/12/2023Pacific Sun Financial Corp2,570$225K0.2%N/A0.189%
7/10/2023AE Wealth Management LLC10,795$936K0.0%+20.1%0.794%
5/10/2023Private Advisor Group LLC8,821$772K0.0%N/A0.635%
5/10/2023LPL Financial LLC81,153$7.10M0.0%-13.1%5.838%
5/9/2023Tower Research Capital LLC TRC7,826$685K0.0%+5.1%0.563%
4/28/2023Avantax Advisory Services Inc.26,623$2.33M0.0%+6.7%1.915%
4/27/2023Stratos Wealth Advisors LLC6,494$568K0.0%+6.8%0.467%
4/26/2023Beam Wealth Advisors Inc.24,423$2.14M2.1%+2.5%1.757%
4/25/2023Montz Harcus Wealth Management LLC4,818$421K0.4%+13.7%0.347%
4/19/2023Field & Main Bank13,080$1.14M0.7%+12.1%0.941%
4/19/2023CENTRAL TRUST Co17,186$1.50M0.0%+12.2%1.236%
4/18/2023IFP Advisors Inc951$75K0.0%-23.1%0.068%
4/18/2023Hedeker Wealth LLC37,549$3.28M1.2%-5.7%2.701%
4/14/2023AE Wealth Management LLC8,988$786K0.0%N/A0.647%
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4/14/2023Raymond James Financial Services Advisors Inc.14,161$1.24M0.0%+15.9%1.019%
4/12/2023Atlas Private Wealth Advisors70,550$6.17M2.9%+24.9%5.076%
4/11/2023Mutual Advisors LLC16,220$1.42M0.1%+72.3%1.167%
2/22/2023 CVA Family Office LLC2,986$260K0.1%+32.9%0.207%
2/15/2023Arbor Capital Management Inc. ADV4,816$417K0.4%-3.9%0.334%
2/15/2023Atlas Private Wealth Advisors56,464$4.92M2.6%+23.1%3.921%
2/10/2023Perennial Investment Advisors LLC8,461$737K0.3%-27.8%0.588%
2/8/2023Raymond James Financial Services Advisors Inc.12,217$1.06M0.0%-1.1%0.848%
2/8/2023Belpointe Asset Management LLC8,698$757K0.0%-10.2%0.604%
2/8/2023Cambridge Investment Research Advisors Inc.11,538$1.01M0.0%+7.3%0.801%
(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, 45 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), Steward Partners Investment Advisory LLC ($3.60M), Merit Financial Group LLC ($3.56M), Hedeker Wealth LLC ($3.55M), Koshinski Asset Management Inc. ($2.81M), 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 37 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 ($990.49K), Atlas Private Wealth Advisors ($136.28K), Moody National Bank Trust Division ($88.28K), Koshinski Asset Management Inc. ($73.32K), LPL Financial LLC ($22.30K), Private Advisor Group LLC ($21.47K), and Mid American Wealth Advisory Group Inc. ($13.43K).

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

Institutional investors have bought a total of 1,432,701 shares in the last 24 months. This purchase volume represents approximately $123.61M in transactions.

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

Of the 26 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), LPL Financial LLC ($27.11K), Beam Wealth Advisors Inc. ($21.37K), Mutual Advisors LLC ($9.37K), Avantax Advisory Services Inc. ($7.17K), Koshinski Asset Management Inc. ($7.15K), and Commonwealth Equity Services LLC ($6.98K).

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

Institutional investors have sold a total of 190,464 shares in the last 24 months. This volume of shares sold represents approximately $16.44M in transactions.


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This page (NYSEARCA:PSR) was last updated on 1/19/2025 by MarketBeat.com Staff
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