Invesco Active US Real EstatPSRETF
13F holders, Q2 2024 (June 30)53holders +5
8new positions
4sold out
1famous investor
$22.30avg. 13F price*
At the end of Q2 2024, 53 institutions reported holding Invesco Active US Real Estat (PSR) in their 13F filings, up 5 from Q1 2024. 8 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($3.8M), Koshinski Asset Management, Inc. ($2.8M) and Morgan Stanley ($2.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Active US Real Estat
- Filed as
- POWERSHARES ACTIVELY MANAGED (Q2 2024)
- CUSIP
- 46090A101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.0M |
| Exits | 4 | $4.3M |
All 13F filers, Q1 2024 → Q2 2024: 1,036,539 shares bought and 113,998 shares sold, net +922,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| LPL Financial LLC | 0.00% | Reduce -14.2% | 44,634 | $3.8M |
| Koshinski Asset Management, Inc. | 0.26% | Reduce -5.4% | 32,276 | $2.8M |
| Morgan Stanley | 0.00% | Add +1.1% | 27,810 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.1% | 20,320 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +45.0% | 18,894 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | New | 18,404 | $1.6M |
| AA Financial Advisors, LLC | 0.46% | Add +4.6% | 15,390 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -17.0% | 15,073 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +120.1% | 14,317 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.9% | 13,008 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.7% | 12,541 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +27.0% | 10,171 | $871K |
| HBW Advisory Services LLC | 0.13% | New | 9,019 | $772K |
| Invesco Ltd. | 0.00% | Add +244.8% | 8,534 | $731K |
| Citadel Advisors | 0.00% | Reduce -6.3% | 8,455 | $724K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -85.4% | 6,462 | $553K |
| Glenmede Trust Co. NA | 0.00% | No change | 5,975 | $511K |
| Montz Harcus Wealth Management LLC | 0.32% | Add +2.9% | 5,801 | $497K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.5% | 5,603 | $480K |
| Arbor Capital Management Inc. | 0.42% | Add +9.5% | 5,411 | $459K |
| Virtu Financial LLC | 0.03% | New | 5,228 | $447K |
| Envestnet Asset Management Inc. | 0.00% | Add +11.7% | 4,585 | $393K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.8% | 4,272 | $366K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -11.0% | 4,235 | $363K |
| Goldman Sachs Group Inc. | 0.00% | No change | 3,889 | $333K |
| CENTRAL TRUST Co | 0.01% | Reduce -70.2% | 3,745 | $321K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -14.5% | 3,667 | $314K |
| Merit Financial Group, LLC | 0.01% | No change | 3,510 | $300K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -49.5% | 2,802 | $240K |
| Pacific Sun Financial Corp | 0.13% | Reduce -4.9% | 2,552 | $218K |
| MML Investors Services, LLC | 0.00% | Reduce -21.1% | 2,401 | $206K |
| Wells Fargo & Company | 0.00% | Reduce -7.8% | 1,910 | $164K |
| CVA Family Office, LLC | 0.02% | Add +3.8% | 1,460 | $125K |
| Jones Financial Companies LLLP | 0.00% | New | 1,004 | $86K |
| IFP Advisors, Inc | 0.00% | Reduce -3.2% | 935 | $80K |
| Bank of America Corp. | 0.00% | New | 858 | $73K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +12.5% | 613 | $52K |
| UBS Group AG | 0.00% | New | 449 | $38K |
| Main Street Group, LTD | 0.02% | Reduce -23.3% | 448 | $38K |
| Strategic Financial Concepts, LLC | 0.02% | Add +9259.5% | 986,962 | $34K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 144 | $12K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $9K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -63.9% | 88 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | — | 40 | $3K |
| 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% | No change | 26 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 13 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 10 | $856 |
| Harbour Investments, Inc. | 0.00% | No change | 9 | $770 |
| Blair William & Co. | 0.00% | No change | 4 | $342 |
| FMR LLC | 0.00% | New | 1 | $86 |
"% 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.