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

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$84.48
-0.21 (-0.25%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Active U.S. Real Estate ETF (NYSEARCA:PSR)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$29.69M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$13.43M
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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
5/9/2024 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%
2/13/2024Arbor 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%
2/7/2024 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%
1/16/2024 Raymond 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%
11/8/2023 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%
10/27/2023Arbor 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%
10/24/2023 Raymond 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%
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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%
8/11/2023Ameritas 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%
8/10/2023Cetera Investment Advisers3,786$328K0.0%-32.9%0.303%
8/8/2023 Geneos 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%
7/26/2023 Beam Wealth Advisors Inc.6,248$542K0.4%-74.4%0.459%
7/25/2023 Raymond James Financial Services Advisors Inc.13,510$1.17M0.0%-4.6%0.993%
7/21/2023 Hedeker Wealth LLC40,933$3.55M1.2%+9.0%3.010%
7/18/2023 Stratos 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%
7/13/2023 Cambridge Investment Research Advisors Inc.12,354$1.07M0.0%+4.5%0.908%
7/12/2023 Pacific Sun Financial Corp2,570$225K0.2%N/A0.189%
7/10/2023AE Wealth Management LLC10,795$936K0.0%+20.1%0.794%
5/10/2023 Private 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%
4/28/2023 Avantax Advisory Services Inc.26,623$2.33M0.0%+6.7%1.915%
4/27/2023 Stratos Wealth Advisors LLC6,494$568K0.0%+6.8%0.467%
4/26/2023 Beam Wealth Advisors Inc.24,423$2.14M2.1%+2.5%1.757%
4/25/2023 Montz Harcus Wealth Management LLC4,818$421K0.4%+13.7%0.347%
4/19/2023 Field & Main Bank13,080$1.14M0.7%+12.1%0.941%
4/19/2023 CENTRAL TRUST Co17,186$1.50M0.0%+12.2%1.236%
4/18/2023IFP Advisors Inc951$75K0.0%-23.1%0.068%
4/18/2023 Hedeker Wealth LLC37,549$3.28M1.2%-5.7%2.701%
4/14/2023AE Wealth Management LLC8,988$786K0.0%N/A0.647%
4/14/2023 Raymond James Financial Services Advisors Inc.14,161$1.24M0.0%+15.9%1.019%
4/12/2023 Atlas Private Wealth Advisors70,550$6.17M2.9%+24.9%5.076%
4/11/2023 Mutual 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%
2/15/2023 Atlas Private Wealth Advisors56,464$4.92M2.6%+23.1%3.921%
2/10/2023Perennial Investment Advisors LLC8,461$737K0.3%-27.8%0.588%
2/8/2023 Raymond James Financial Services Advisors Inc.12,217$1.06M0.0%-1.1%0.848%
2/8/2023 Belpointe Asset Management LLC8,698$757K0.0%-10.2%0.604%
2/8/2023 Cambridge Investment Research Advisors Inc.11,538$1.01M0.0%+7.3%0.801%
2/7/2023Commonwealth Equity Services LLC3,306$287K0.0%+10.3%0.230%
2/7/2023 Benjamin F. Edwards & Company Inc.438$38K0.0%N/A0.030%
2/7/2023LPL Financial LLC93,373$8.13M0.0%+31.4%6.484%
2/7/2023IFP Advisors Inc1,236$98K0.0%-45.8%0.086%
2/7/2023Envestnet Asset Management Inc.11,026$960K0.0%+22.4%0.766%
2/3/2023 CX Institutional4,400$383K0.0%-56.2%0.306%
2/1/2023 Private Portfolio Partners LLC4,928$429K0.1%+12.4%0.342%
1/31/2023Kestra Advisory Services LLC2,355$205K0.0%N/A0.164%
1/31/2023 Geneos Wealth Management Inc.10,223$890K0.1%-3.7%0.710%
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1/26/2023 CENTRAL TRUST Co15,317$1.33M0.0%+20.4%1.064%
1/23/2023 Cambridge Advisors Inc.2,297$200K0.1%-15.9%0.160%
1/23/2023 Beam Wealth Advisors Inc.23,823$2.07M2.2%+25.0%1.654%
1/20/2023 Hedeker Wealth LLC39,831$3.47M1.3%-1.6%2.620%
1/20/2023 Montz Harcus Wealth Management LLC4,239$369K0.4%+16.3%0.279%
1/19/2023 Stratos Wealth Advisors LLC6,080$529K0.0%+25.0%0.400%
1/19/2023 Field & Main Bank11,671$1.02M0.7%+1.1%0.763%
1/13/2023 Merit Financial Group LLC4,093$356K0.0%N/A0.262%
1/12/2023 Mutual Advisors LLC9,416$820K0.0%N/A0.604%
1/11/2023 Moody National Bank Trust Division2,301$200K0.0%-5.1%0.143%
(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, 53 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), Financial Advocates Investment Management ($4.24M), Steward Partners Investment Advisory LLC ($3.60M), Hedeker Wealth LLC ($3.55M), Koshinski Asset Management Inc. ($3.01M), 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 47 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: Atlas Private Wealth Advisors ($182.16K), Moody National Bank Trust Division ($88.28K), Koshinski Asset Management Inc. ($74.20K), Financial Advocates Investment Management ($54.65K), Hedeker Wealth LLC ($43.88K), Mid American Wealth Advisory Group Inc. ($26.42K), and LPL Financial LLC ($22.30K).

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

Institutional investors have bought a total of 657,118 shares in the last 24 months. This purchase volume represents approximately $58.84M in transactions.

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

Of the 31 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: Brio Consultants LLC ($191.30K), Moody National Bank Trust Division ($69.07K), LPL Financial LLC ($27.11K), Beam Wealth Advisors Inc. ($21.37K), Mutual Advisors LLC ($9.37K), Avantax Advisory Services Inc. ($7.17K), and Geneos Wealth Management Inc. ($5.83K).

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

Institutional investors have sold a total of 387,536 shares in the last 24 months. This volume of shares sold represents approximately $35.18M in transactions.


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This page (NYSEARCA:PSR) was last updated on 5/12/2024 by MarketBeat.com Staff

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