Invesco Active US Real EstatPSRETF
13F holders, Q1 2025 (March 31)51holders −1
8new positions
7sold out
1famous investor
$92.49avg. 13F price*
At the end of Q1 2025, 51 institutions reported holding Invesco Active US Real Estat (PSR) in their 13F filings, down 1 from Q4 2024. 8 opened new positions and 7 sold out. The largest holders were Koshinski Asset Management, Inc. ($3.0M), Morgan Stanley ($2.4M) and LPL Financial LLC ($2.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.4M |
| Exits | 7 | $25.7M |
All 13F filers, Q4 2024 → Q1 2025: 34,673 shares bought and 122,291 shares sold, net −87,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Koshinski Asset Management, Inc. | 0.25% | Add +3.5% | 32,208 | $3.0M |
| Morgan Stanley | 0.00% | Add +0.8% | 26,353 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -39.6% | 24,432 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.4% | 18,677 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +22.8% | 17,565 | $1.6M |
| AA Financial Advisors, LLC | 0.32% | Reduce -9.0% | 14,336 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +11.4% | 14,262 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 14,004 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.0% | 11,381 | $1.1M |
| Strategic Financial Concepts, LLC | 0.20% | Add +5.5% | 11,375 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +14.6% | 10,762 | $996K |
| HBW Advisory Services LLC | 0.14% | Add +5.4% | 10,660 | $986K |
| Wells Fargo & Company | 0.00% | Add +347.6% | 8,938 | $827K |
| Montz Harcus Wealth Management LLC | 0.42% | Add +11.5% | 8,281 | $766K |
| Glenmede Trust Co. NA | 0.00% | No change | 5,975 | $553K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.8% | 5,828 | $539K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -7.5% | 5,086 | $471K |
| Envestnet Asset Management Inc. | 0.00% | Add +14.4% | 5,062 | $468K |
| Merit Financial Group, LLC | 0.01% | Reduce -87.3% | 4,997 | $462K |
| Swisher Financial Concepts, Inc. | 0.35% | Reduce -53.8% | 4,550 | $421K |
| Jane Street Group, LLC | 0.00% | New | 4,078 | $377K |
| Jones Financial Companies LLLP | 0.00% | Add +31.8% | 4,082 | $374K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.3% | 3,899 | $361K |
| CreativeOne Wealth, LLC | 0.01% | Add +5.9% | 3,620 | $335K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.7% | 3,461 | $320K |
| Citadel Advisors | 0.00% | New | 3,221 | $298K |
| Independent Wealth Network Inc. | 0.12% | Add +4.9% | 3,134 | $290K |
| GWN Securities Inc. | 0.02% | New | 3,172 | $286K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.7% | 2,849 | $264K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -15.2% | 2,830 | $262K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.2% | 2,655 | $246K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 2,635 | $244K |
| Pacific Sun Financial Corp | 0.14% | Add +2.6% | 2,565 | $237K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,548 | $236K |
| Advisor OS, LLC | 0.02% | New | 2,290 | $212K |
| Integrity Wealth Advisors, Inc. | 0.15% | Reduce -3.5% | 2,241 | $207K |
| CENTRAL TRUST Co | 0.00% | Reduce -34.6% | 1,696 | $157K |
| CVA Family Office, LLC | 0.02% | Add +0.4% | 1,477 | $137K |
| Main Street Group, LTD | 0.02% | Reduce -7.7% | 418 | $39K |
| CX Institutional | 0.00% | New | 239 | $22K |
| Principal Securities, Inc. | 0.00% | No change | 190 | $17K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 89 | $8K |
| UBS Group AG | 0.00% | Reduce -66.3% | 65 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 54 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -43.6% | 53 | $5K |
| National Bank of Canada | 0.00% | No change | 35 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 33 | $3K |
| AE Wealth Management LLC | 0.00% | No change | 23 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 10 | $925 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 5 | $463 |
"% 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.