Invesco Active US Real EstatPSRETF
13F holders, Q3 2024 (September 30)49holders −4
4new positions
7sold out
$98.40avg. 13F price*
At the end of Q3 2024, 49 institutions reported holding Invesco Active US Real Estat (PSR) in their 13F filings, down 4 from Q2 2024. 4 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($4.2M), Merit Financial Group, LLC ($4.0M) and Koshinski Asset Management, Inc. ($3.2M).
- Company
- Invesco Active US Real Estat
- CUSIP
- 46090A101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.1M |
| Exits | 7 | $2.4M |
All 13F filers, Q2 2024 → Q3 2024: 66,397 shares bought and 1,046,214 shares sold, net −979,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| LPL Financial LLC | 0.00% | Reduce -5.1% | 42,359 | $4.2M |
| Merit Financial Group, LLC | 0.09% | Add +1058.3% | 40,655 | $4.0M |
| Koshinski Asset Management, Inc. | 0.28% | Add +1.4% | 32,712 | $3.2M |
| Morgan Stanley | 0.00% | Add +8.7% | 30,231 | $3.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -8.2% | 18,651 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.1% | 18,021 | $1.8M |
| Swisher Financial Concepts, Inc. | 1.01% | New | 16,626 | $1.6M |
| AA Financial Advisors, LLC | 0.45% | Add +2.3% | 15,745 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +25.4% | 12,750 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.5% | 12,162 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -21.1% | 11,896 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.9% | 11,303 | $1.1M |
| Strategic Financial Concepts, LLC | 0.33% | Reduce -99.0% | 10,372 | $1.0M |
| HBW Advisory Services LLC | 0.13% | Add +0.4% | 9,052 | $892K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.9% | 6,339 | $624K |
| Glenmede Trust Co. NA | 0.00% | No change | 5,975 | $589K |
| Montz Harcus Wealth Management LLC | 0.34% | Add +2.9% | 5,967 | $588K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.2% | 5,481 | $540K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 4,569 | $450K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.8% | 4,108 | $405K |
| Goldman Sachs Group Inc. | 0.00% | No change | 3,889 | $383K |
| CreativeOne Wealth, LLC | 0.01% | Add +4.8% | 3,842 | $378K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -20.7% | 3,359 | $331K |
| CENTRAL TRUST Co | 0.01% | Reduce -25.6% | 2,787 | $275K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.4% | 2,569 | $253K |
| Pacific Sun Financial Corp | 0.13% | Reduce -2.7% | 2,482 | $244K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.8% | 2,444 | $241K |
| Jones Financial Companies LLLP | 0.00% | Add +143.0% | 2,440 | $239K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 2,413 | $238K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -84.3% | 2,248 | $221K |
| Cambridge Advisors Inc. | 0.05% | New | 2,241 | $221K |
| Independent Wealth Network Inc. | 0.09% | New | 2,126 | $209K |
| Wells Fargo & Company | 0.00% | Add +1.3% | 1,935 | $191K |
| CVA Family Office, LLC | 0.02% | Add +0.3% | 1,465 | $144K |
| Bank of America Corp. | 0.00% | Add +37.5% | 1,180 | $116K |
| Main Street Group, LTD | 0.02% | Add +0.5% | 450 | $44K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 250 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +27.8% | 184 | $18K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $10K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $10K |
| IFP Advisors, Inc | 0.00% | Reduce -90.0% | 93 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.1% | 89 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 40 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +3.1% | 33 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 26 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 13 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 10 | $985 |
| Harbour Investments, Inc. | 0.00% | No change | 9 | $887 |
| Blair William & Co. | 0.00% | No change | 4 | $394 |
"% 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.