Invesco Active US Real EstatPSRETF
13F holders, Q4 2024 (December 31)52holders +3
6new positions
4sold out
$141.85avg. 13F price*
At the end of Q4 2024, 52 institutions reported holding Invesco Active US Real Estat (PSR) in their 13F filings, up 3 from Q3 2024. 6 opened new positions and 4 sold out. The largest holders were Itau Unibanco Holding S.A. ($24.8M), LPL Financial LLC ($3.7M) and Merit Financial Group, LLC ($3.6M).
- Company
- Invesco Active US Real Estat
- CUSIP
- 46090A101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $25.5M |
| Exits | 4 | $1.9M |
All 13F filers, Q3 2024 → Q4 2024: 75,690 shares bought and 37,087 shares sold, net +38,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Itau Unibanco Holding S.A. | 0.77% | New | 48,490 | $24.8M |
| LPL Financial LLC | 0.00% | Reduce -4.4% | 40,481 | $3.7M |
| Merit Financial Group, LLC | 0.06% | Reduce -3.1% | 39,383 | $3.6M |
| Koshinski Asset Management, Inc. | 0.24% | Reduce -4.9% | 31,106 | $2.8M |
| Morgan Stanley | 0.00% | Reduce -13.6% | 26,133 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.3% | 18,232 | $1.6M |
| AA Financial Advisors, LLC | 0.38% | Add +0.1% | 15,753 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +12.2% | 14,308 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +18.1% | 14,049 | $1.3M |
| Raymond James Financial Inc. | 0.00% | — | 12,800 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +1.7% | 12,368 | $1.1M |
| Strategic Financial Concepts, LLC | 0.19% | Add +3.9% | 10,778 | $973K |
| HBW Advisory Services LLC | 0.09% | Add +11.7% | 10,110 | $913K |
| Swisher Financial Concepts, Inc. | 1.05% | Reduce -40.8% | 9,845 | $889K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +317.9% | 9,394 | $848K |
| Virtu Financial LLC | 0.04% | New | 7,494 | $677K |
| Montz Harcus Wealth Management LLC | 0.37% | Add +24.4% | 7,424 | $670K |
| Susquehanna International Group, LLP | 0.00% | Add +134.4% | 6,022 | $544K |
| Glenmede Trust Co. NA | 0.00% | No change | 5,975 | $539K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.4% | 5,936 | $536K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.3% | 5,497 | $496K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 4,423 | $399K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.5% | 3,921 | $354K |
| Goldman Sachs Group Inc. | 0.00% | No change | 3,889 | $351K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -11.1% | 3,417 | $309K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.6% | 3,338 | $301K |
| Jones Financial Companies LLLP | 0.00% | Add +26.9% | 3,097 | $280K |
| Independent Wealth Network Inc. | 0.11% | Add +40.5% | 2,988 | $270K |
| MML Investors Services, LLC | 0.00% | Add +8.7% | 2,623 | $237K |
| CENTRAL TRUST Co | 0.01% | Reduce -6.9% | 2,594 | $234K |
| Pacific Sun Financial Corp | 0.12% | Add +0.7% | 2,500 | $226K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 2,454 | $222K |
| Integrity Wealth Advisors, Inc. | 0.15% | — | 2,323 | $210K |
| Cambridge Advisors Inc. | 0.04% | Reduce -0.5% | 2,230 | $201K |
| Wells Fargo & Company | 0.00% | Add +3.2% | 1,997 | $180K |
| CVA Family Office, LLC | 0.02% | Add +0.4% | 1,471 | $133K |
| Main Street Group, LTD | 0.02% | Add +0.7% | 453 | $41K |
| UBS Group AG | 0.00% | New | 193 | $17K |
| Principal Securities, Inc. | 0.00% | Add +630.8% | 190 | $17K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $9K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $9K |
| IFP Advisors, Inc | 0.00% | Add +1.1% | 94 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 89 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 40 | $4K |
| National Bank of Canada | 0.00% | New | 35 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 33 | $3K |
| AE Wealth Management LLC | 0.00% | New | 23 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 10 | $903 |
| Harbour Investments, Inc. | 0.00% | No change | 9 | $813 |
| Blair William & Co. | 0.00% | No change | 4 | $361 |
| FMR LLC | 0.00% | New | 1 | $90 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -99.5% | 1 | $0 |
"% 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.