PSR · Invesco Active U.S. Real Estate ETF ETF

$102.10 -0.58 (-0.56%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 47

Total Value: $22,885,515

Total Shares: 247,144

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 47 13F filers · Δ vs Dec 31, 2025

Top Holder

23.5%

+5.8 pts

Top 5

45.0%

−8.4 pts

Top 10

65.0%

−5.5 pts

HHI

808

Broadly held+5

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +3

Institutional value: -12.9%

Shares held: -15.0%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+7,521	12,867
Large Cetera Investment Advisers	+6,553	58,028
Small Gateway Wealth Partners, LLC	+3,246	6,298
Mid CX Institutional	+3,090	3,345
Mega ENVESTNET ASSET MANAGEMENT INC	+1,779	10,692

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Mega MORGAN STANLEY	−12,514	9,852
Mega LPL Financial LLC	−7,453	13,157
Mid Tower Research Capital LLC (TRC)	−750	3,668
Large JONES FINANCIAL COMPANIES LLLP	−510	4,098
Mega WELLS FARGO & COMPANY/MN	−502	1,353

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Mega CITADEL ADVISORS LLC	6,352	$588,195
Mega TWO SIGMA INVESTMENTS, LP	2,900	$268,540
Mega JANE STREET GROUP, LLC	2,878	$266,502
Mega UBS Group AG	321	$29,724
Micro Main Street Group, LTD	300	$27,780

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Mid Itau Unibanco Holding S.A.	46,330	$4,185,452
Small Independent Wealth Network Inc.	4,598	$415,383
Mid Orion Porfolio Solutions, LLC	3,462	$312,757
Large MML INVESTORS SERVICES, LLC	3,116	$281,499
Mid Global Retirement Partners, LLC	700	$63,238

Filter: New 9 Increased 17 Reduced 13 Sold out 6 Unchanged 8

Showing 47 of 47

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Cetera Investment Advisers PSR

$5,373,392

23.48%

58,028

RAYMOND JAMES FINANCIAL INC PSR

$1,320,475

5.77%

14,260

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	1,656	$153,345	11.6%	Defined
Raymond James Financial Services Advisors, Inc.	12,604	$1,167,130	88.4%	Defined

LPL Financial LLC PSR

$1,218,338

5.32%

13,157

ROYAL BANK OF CANADA PSR

$1,193,799

5.22%

12,892

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	12,715	$1,177,409	98.6%	Defined
RBC Dominion Securities Inc.	177	$16,390	1.4%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP PSR

$1,191,484

5.21%

12,867

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	6,662	$616,901	51.8%	Other
G1 EXECUTION SERVICES, LLC	6,205	$574,583	48.2%	Other

Montz Harcus Wealth Management LLC PSR

$990,634

4.33%

10,698

ENVESTNET ASSET MANAGEMENT INC PSR

$990,079

4.33%

10,692

OSAIC HOLDINGS, INC. PSR

$950,538

4.15%

10,265

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	9,457	$875,718	92.1%	Defined
Osaic Advisory Services, LLC	808	$74,820	7.9%	Defined

MORGAN STANLEY PSR

$912,295

3.99%

9,852

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	9,852	$912,295	100.0%	Defined

AA Financial Advisors, LLC PSR

$729,780

3.19%

7,881

Brio Consultants, LLC PSR

$634,124

2.77%

6,848

CITADEL ADVISORS LLC PSR

$588,195

2.57%

6,352

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	6,352	$588,195	100.0%	Defined

Gateway Wealth Partners, LLC PSR

$583,194

2.55%

6,298

GLENMEDE TRUST CO NA PSR

$553,285

2.42%

5,975

Ameritas Investment Partners, Inc. PSR

$469,574

2.05%

5,071

Merit Financial Group, LLC PSR

$465,129

2.03%

5,023

Steward Partners Investment Advisory, LLC PSR

$392,994

1.72%

4,244

JONES FINANCIAL COMPANIES LLLP PSR

$379,474

1.66%

4,098

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	4,098	$379,474	100.0%	Sole

GOLDMAN SACHS GROUP INC PSR

$360,121

1.57%

3,889

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	3,889	$360,121	100.0%	Defined

Tower Research Capital LLC (TRC) PSR

$339,656

1.48%

3,668

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	3,668	$339,656	100.0%	Defined

CX Institutional PSR

$309,747

1.35%

3,345

Cambridge Investment Research Advisors, Inc. PSR

$299,561

1.31%

3,235

J.W. COLE ADVISORS, INC. PSR

$284,930

1.25%

3,077

TWO SIGMA INVESTMENTS, LP PSR

$268,540

1.17%

2,900

JANE STREET GROUP, LLC PSR

$266,502

1.16%

2,878

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	2,878	$266,502	100.0%	Defined

Kestra Advisory Services, LLC PSR

$245,390

1.07%

2,650

LongView Wealth Management PSR

$237,519

1.04%

2,565

Pacific Sun Financial Corp PSR

$224,555

0.98%

2,425

Geneos Wealth Management Inc. PSR

$220,573

0.96%

2,382

CreativeOne Wealth, LLC PSR

$217,980

0.95%

2,354

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVEONE SECURITIES, LLC joint	2,055	$190,293	87.3%	Other
Held directly	299	$27,687	12.7%	Sole

COMMONWEALTH EQUITY SERVICES, LLC PSR

$211,683

0.92%

2,286

WELLS FARGO & COMPANY/MN PSR

$125,287

0.55%

1,353

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	1,353	$125,287	100.0%	Defined

CVA Family Office, LLC PSR

$116,398

0.51%

1,257

CENTRAL TRUST Co PSR

$45,837

0.20%

495

UBS Group AG PSR

$29,724

0.13%

321

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	321	$29,724	100.0%	Defined

Main Street Group, LTD PSR

$27,780

0.12%

300

Parallel Advisors, LLC PSR

$19,723

0.09%

213

TD Capital Management LLC PSR

$19,723

0.09%

213

Farther Finance Advisors, LLC PSR

$19,075

0.08%

206

HARBOUR INVESTMENTS, INC. PSR

$18,520

0.08%

200

Advisory Services Network, LLC PSR

$11,297

0.05%

122

Independence Bank of Kentucky PSR

$9,260

0.04%

100

EverSource Wealth Advisors, LLC PSR

$7,222

0.03%

IFP Advisors, Inc PSR

$3,518

0.02%

NATIONAL BANK OF CANADA /FI/ PSR

$3,241

0.01%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 6	35	$3,241	100.0%	Defined

Glass Jacobson Investment Advisors llc PSR

$3,241

0.01%

AE Wealth Management LLC PSR

$2,129

0.01%