Invesco Active US Real EstatPSRETF
13F holders, Q1 2024 (March 31)48holders
1famous investor
$88.04avg. 13F price*
At the end of Q1 2024, 48 institutions reported holding Invesco Active US Real Estat (PSR) in their 13F filings. The largest holders were LPL Financial LLC ($4.6M), Steward Partners Investment Advisory, LLC ($3.9M) and Koshinski Asset Management, Inc. ($3.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Active US Real Estat
- CUSIP
- 46090A101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.9M |
| Exits | 11 | $6.3M |
Ownership 48 holders
| LPL Financial LLC | 0.00% | Reduce -4.8% | 51,991 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +12.4% | 44,175 | $3.9M |
| Koshinski Asset Management, Inc. | 0.31% | New | 34,122 | $3.0M |
| Morgan Stanley | 0.00% | Reduce -30.2% | 27,508 | $2.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +8.7% | 20,096 | $1.8M |
| Moody National Bank Trust Division | 0.14% | Reduce -77.5% | 19,871 | $1.8M |
| Cambridge Associates LLC /Ma/ | 0.09% | Reduce -77.6% | 19,685 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -56.1% | 18,154 | $1.6M |
| AA Financial Advisors, LLC | 0.52% | Add +0.1% | 14,716 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +7.3% | 13,675 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +83.0% | 13,035 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Add +4.8% | 12,556 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -19.2% | 11,749 | $1.0M |
| Strategic Financial Concepts, LLC | 0.22% | New | 10,545 | $930K |
| Citadel Advisors | 0.00% | Reduce -25.7% | 9,028 | $796K |
| Cetera Investment Advisers | 0.00% | Add +80.1% | 8,010 | $706K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -27.2% | 6,505 | $573K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -11.9% | 6,113 | $539K |
| Glenmede Trust Co. NA | 0.00% | No change | 5,975 | $527K |
| Montz Harcus Wealth Management LLC | 0.34% | Add +11.3% | 5,639 | $497K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.5% | 5,575 | $491K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.1% | 5,550 | $489K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -24.2% | 4,759 | $420K |
| Arbor Capital Management Inc. | 0.39% | Reduce -1.0% | 4,940 | $413K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -54.5% | 4,349 | $383K |
| CreativeOne Wealth, LLC | 0.02% | Add +3.5% | 4,290 | $379K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.5% | 4,105 | $362K |
| Goldman Sachs Group Inc. | 0.00% | No change | 3,889 | $343K |
| Merit Financial Group, LLC | 0.01% | Add +0.1% | 3,510 | $290K |
| Beam Wealth Advisors, Inc. | 0.16% | Reduce -5.3% | 3,051 | $269K |
| MML Investors Services, LLC | 0.00% | Add +4.6% | 3,043 | $268K |
| Pacific Sun Financial Corp | 0.14% | Reduce -2.0% | 2,683 | $237K |
| Invesco Ltd. | 0.00% | Reduce -95.2% | 2,475 | $218K |
| Wells Fargo & Company | 0.00% | Reduce -90.3% | 2,072 | $183K |
| CVA Family Office, LLC | 0.02% | Add +0.4% | 1,406 | $124K |
| IFP Advisors, Inc | 0.00% | Add +0.8% | 966 | $85K |
| Main Street Group, LTD | 0.02% | Add +0.7% | 584 | $51K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 545 | $48K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 244 | $20K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 144 | $13K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $9K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $9K |
| National Bank of Canada | 0.00% | No change | 35 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 32 | $3K |
| Principal Securities, Inc. | 0.00% | Add +62.5% | 26 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 10 | $882 |
| Harbour Investments, Inc. | 0.00% | No change | 9 | $793 |
| Blair William & Co. | 0.00% | No change | 4 | $353 |
"% of holder's portfolio" is PSR's weight in each manager's 13F, not the share of Invesco Active US Real Estat the manager owns.