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PSR Institutional Ownership

Invesco Active U.S. Real Estate ETF
1W: -1.4% 1M: -5.6% 3M: -6.7% YTD: +6.5% 1Y: +3.7% 3Y: +30.9% 5Y: +1.7%
$96.28
+0.48 (+0.50%)
 
Weekly Expected Move ±1.3%
$94 $95 $96 $98 $99
ETF AMEX · AUM $51.8M

Institutional Ownership — PSR

53
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
5
New Positions
16
Increased
25
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (56 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 95,394 $9M +82,237 +625.0% 33Q SEC ↗
2 Cetera Investment Advisers 68,772 $7M +10,744 +18.5% 23Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 14,304 $1M +44 +0.3% 7Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 13,880 $1M +3,188 +29.8% 31Q SEC ↗
5 ROYAL BANK OF CANADA 12,754 $1M -138 -1.1% 33Q SEC ↗
6 Montz Harcus Wealth Management LLC 11,688 $1M +990 +9.3% 19Q SEC ↗
7 Kestra Advisory Services, LLC 9,981 $961K +7,331 +276.6% 4Q SEC ↗
8 MORGAN STANLEY 8,328 $802K -1,524 -15.5% 33Q SEC ↗
9 AA Financial Advisors, LLC 7,139 $687K -742 -9.4% 11Q SEC ↗
10 Brio Consultants, LLC 6,969 $671K +121 +1.8% 5Q SEC ↗
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,411 $617K -6,456 -50.2% 19Q SEC ↗
12 OSAIC HOLDINGS, INC. 5,221 $503K -5,044 -49.1% 26Q SEC ↗
13 Ameritas Investment Partners, Inc. 5,066 $488K -5 -0.1% 25Q SEC ↗
14 Merit Financial Group, LLC 5,049 $486K +26 +0.5% 11Q SEC ↗
15 Steward Partners Investment Advisory, 3,977 $383K -267 -6.3% 26Q SEC ↗
16 GOLDMAN SACHS GROUP INC 3,889 $374K — +0.0% 15Q SEC ↗
17 JONES FINANCIAL COMPANIES LLLP 3,804 $366K -294 -7.2% 9Q SEC ↗
18 Gateway Wealth Partners, LLC 3,491 $336K -2,807 -44.6% 4Q SEC ↗
19 Cambridge Investment Research Advisors 3,240 $312K +5 +0.2% 32Q SEC ↗
20 J.W. COLE ADVISORS, INC. 3,232 $311K +155 +5.0% 4Q SEC ↗
21 GLENMEDE TRUST CO NA 2,977 $287K -2,998 -50.2% 3Q SEC ↗
22 LongView Wealth Management 2,683 $258K +118 +4.6% 4Q SEC ↗
23 Pacific Sun Financial Corp 2,400 $231K -25 -1.0% 13Q SEC ↗
24 CreativeOne Wealth, LLC 2,037 $196K -317 -13.5% 25Q SEC ↗
25 MML INVESTORS SERVICES, LLC NEW 1,995 $192K — +0.0% 1Q SEC ↗
26 Tower Research Capital LLC (TRC) 1,940 $187K -1,728 -47.1% 18Q SEC ↗
27 Geneos Wealth Management Inc. 1,807 $174K -575 -24.1% 28Q SEC ↗
28 CVA Family Office, LLC 1,265 $122K +8 +0.6% 27Q SEC ↗
29 Global Retirement Partners, LLC NEW 800 $77K — +0.0% 1Q SEC ↗
30 CENTRAL TRUST Co 459 $44K -36 -7.3% 20Q SEC ↗
31 Main Street Group, LTD 305 $29K +5 +1.7% 2Q SEC ↗
32 MERCER GLOBAL ADVISORS INC /ADV NEW 290 $28K — +0.0% 1Q SEC ↗
33 CX Institutional 290 $28K -3,055 -91.3% 6Q SEC ↗
34 TD Capital Management LLC 215 $21K +2 +0.9% 3Q SEC ↗
35 Parallel Advisors, LLC 213 $21K — +0.0% 2Q SEC ↗
36 Farther Finance Advisors, LLC 207 $20K +1 +0.5% 2Q SEC ↗
37 HARBOUR INVESTMENTS, INC. 200 $19K — +0.0% 2Q SEC ↗
38 Independence Bank of Kentucky 100 $10K — +0.0% 24Q SEC ↗
39 EverSource Wealth Advisors, LLC 78 $8K — +0.0% 11Q SEC ↗
40 Integrated Wealth Concepts LLC NEW 43 $4K — +0.0% 1Q SEC ↗
41 IFP Advisors, Inc 39 $4K +1 +2.6% 28Q SEC ↗
42 Glass Jacobson Investment Advisors llc 35 $3K — +0.0% 13Q SEC ↗
43 NATIONAL BANK OF CANADA /FI 35 $3K — +0.0% 7Q SEC ↗
44 Clearstead Advisors, LLC NEW 24 $2K — +0.0% 1Q SEC ↗
45 WELLS FARGO & COMPANY/MN 1 $0K -1,352 -99.9% 33Q SEC ↗
46 COMMONWEALTH EQUITY SERVICES, LLC 0 $0K -2,286 -100.0% 32Q SEC ↗
47 Itau Unibanco Holding S.A. 0 $0K -46,330 -100.0% 3Q SEC ↗
48 Orion Porfolio Solutions, LLC 0 $0K -3,462 -100.0% 1Q SEC ↗
49 Advisory Services Network, LLC 0 $0K -122 -100.0% 1Q SEC ↗
50 Independent Wealth Network Inc. 0 $0K -4,598 -100.0% 6Q SEC ↗
Biggest Increases (16)
HolderAddedChange %Total Shares
LPL Financial LLC +82,237 +625.0% 95,394
Cetera Investment Advisers +10,744 +18.5% 68,772
Kestra Advisory Services, LLC +7,331 +276.6% 9,981
ENVESTNET ASSET MANAGEMENT INC +3,188 +29.8% 13,880
Montz Harcus Wealth Management LLC +990 +9.3% 11,688
J.W. COLE ADVISORS, INC. +155 +5.0% 3,232
Brio Consultants, LLC +121 +1.8% 6,969
LongView Wealth Management +118 +4.6% 2,683
RAYMOND JAMES FINANCIAL INC +44 +0.3% 14,304
Merit Financial Group, LLC +26 +0.5% 5,049
CVA Family Office, LLC +8 +0.6% 1,265
Cambridge Investment Research Advis +5 +0.2% 3,240
Main Street Group, LTD +5 +1.7% 305
TD Capital Management LLC +2 +0.9% 215
IFP Advisors, Inc +1 +2.6% 39
Farther Finance Advisors, LLC +1 +0.5% 207
Biggest Decreases (17)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -6,456 -50.2% 6,411
OSAIC HOLDINGS, INC. -5,044 -49.1% 5,221
CX Institutional -3,055 -91.3% 290
GLENMEDE TRUST CO NA -2,998 -50.2% 2,977
Gateway Wealth Partners, LLC -2,807 -44.6% 3,491
Tower Research Capital LLC (TRC) -1,728 -47.1% 1,940
MORGAN STANLEY -1,524 -15.5% 8,328
WELLS FARGO & COMPANY/MN -1,352 -99.9% 1
AA Financial Advisors, LLC -742 -9.4% 7,139
Geneos Wealth Management Inc. -575 -24.1% 1,807
CreativeOne Wealth, LLC -317 -13.5% 2,037
JONES FINANCIAL COMPANIES LLLP -294 -7.2% 3,804
Steward Partners Investment Advisor -267 -6.3% 3,977
ROYAL BANK OF CANADA -138 -1.1% 12,754
CENTRAL TRUST Co -36 -7.3% 459
Pacific Sun Financial Corp -25 -1.0% 2,400
Ameritas Investment Partners, Inc. -5 -0.1% 5,066

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms