Who Owns Invesco Active U.S. Real Estate ETF (PSR)?Hedge Fund & Institutional Holders

$96.48+0.36 (+0.38%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.80001909540002e+88T

% of Float Held

—

QoQ Change in Holders

+15 / -10

Price History

$81.92$86.43$90.95$95.47$99.99Sep 24Jun 25Mar 26

PSR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TD Capital Management LLCNew Position+211+$19.1M
Montz Harcus Wealth Management LLCNew Position+10K+$862K
Merit Financial Group, LLCNew Position+5K+$451K
Gateway Wealth Partners, LLCNew Position+3K+$275K
J.W. COLE ADVISORS, INC.New Position+3K+$255K
Geneos Wealth Management Inc.New Position+3K+$241K
CVA Family Office, LLCNew Position+1K+$117K
CENTRAL TRUST CoNew Position+567+$51K
FLAGSHIP HARBOR ADVISORS, LLCNew Position+495+$44K
CX InstitutionalNew Position+255+$23K
Glass Jacobson Investment Advisors llcNew Position+35+$3K
AE Wealth Management LLCNew Position+23+$2K
Orion Porfolio Solutions, LLCNew Position+3K+$0
ENVESTNET ASSET MANAGEMENT INCNew Position+9K+$0
Global Retirement Partners, LLCNew Position+700+$0

PSR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-794-$1.0B
Glenmede Investment Management, LPClosed Position-6K-$553.7M
Steward Partners Investment Advisory, LLCDecreased-1K-$501.0M
CITADEL ADVISORS LLCClosed Position-3K-$310.8M
UBS Group AGClosed Position-3K-$250.3M
CreativeOne Wealth, LLCDecreased-414-$248.0M
PACIFIC SUN FINANCIAL CORPDecreased-70-$231.0M
WELLS FARGO & COMPANY/MNDecreased-41-$175.7M
Main Street Group, LTDClosed Position-295-$27.3M
PRINCIPAL SECURITIES, INC.Closed Position-183-$16.9M
Advisory Services Network, LLCClosed Position-112-$10.3M
Virtu Financial LLCClosed Position-20K-$1.9M
BROWN BROTHERS HARRIMAN & COClosed Position-10-$927K
Russell Investments Group, Ltd.Closed Position-6-$556K
BLAIR WILLIAM & CO/ILClosed Position-4-$371K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Itau Unibanco Holding S.A.46,330$28.0M0.67%Share
2TD Capital Management LLC211$19.1M0.00%Share
3Cetera Investment Advisers51,475$4.0M0.00%Share
4MORGAN STANLEY22,365$2.0M0.00%Share
5LPL Financial LLC20,610$1.0M0.00%Share
6ROYAL BANK OF CANADA12,611$1.0M0.00%Share
7RAYMOND JAMES FINANCIAL INC13,014$1.0M0.00%Share
8Montz Harcus Wealth Management LLC9,542$862K0.35%Share
9AA Financial Advisors, LLC7,881$711K0.13%Share
10Brio Consultants, LLC6,999$632K0.08%Share
11Merit Financial Group, LLC4,998$451K0.00%Share
12Independent Wealth Network Inc.4,598$415K0.13%Share
13Gateway Wealth Partners, LLC3,052$275K0.03%Share
14J.W. COLE ADVISORS, INC.2,827$255K0.01%Share
15Geneos Wealth Management Inc.2,674$241K0.01%Share
16LongView Wealth Management2,410$220K0.05%Share
17PACIFIC SUN FINANCIAL CORP2,425$219K0.11%Share
18CVA Family Office, LLC1,306$117K0.01%Share
19CENTRAL TRUST Co567$51K0.00%Share
20FLAGSHIP HARBOR ADVISORS, LLC495$44K0.00%Share
21CX Institutional255$23K0.00%Share
22Independence Bank of Kentucky100$9K0.00%Share
23EverSource Wealth Advisors, LLC77$6K0.00%Share
24Glass Jacobson Investment Advisors llc35$3K0.00%Share
25AE Wealth Management LLC23$2K0.00%Share
26MORGAN STANLEY1$00.00%Share
27WELLS FARGO & COMPANY/MN1,855$00.00%Share
28RAYMOND JAMES FINANCIAL INC1,656$00.00%Share
29OSAIC HOLDINGS, INC.802$00.00%Share
30OSAIC HOLDINGS, INC.9,589$00.00%Share
31COMMONWEALTH EQUITY SERVICES, LLC2,278$00.00%Share
32MML INVESTORS SERVICES, LLC3,116$00.00%Share
33IFP Advisors, Inc53$00.00%Share
34Orion Porfolio Solutions, LLC3,462$00.00%Share
35Steward Partners Investment Advisory, LLC4,191$00.00%Share
36Ameritas Investment Partners, Inc.5,068$00.00%Share
37GOLDMAN SACHS GROUP INC3,889$00.00%Share
38ROYAL BANK OF CANADA179$00.00%Share
39SUSQUEHANNA INTERNATIONAL GROUP, LLP2,770$00.00%Share
40SUSQUEHANNA INTERNATIONAL GROUP, LLP2,576$00.00%Share
41Tower Research Capital LLC (TRC)4,418$00.00%Share
42GLENMEDE TRUST CO NA5,975$00.00%Share
43JONES FINANCIAL COMPANIES LLLP4,608$00.00%Share
44NATIONAL BANK OF CANADA /FI/35$00.00%Share
45CreativeOne Wealth, LLC1,838$00.00%Share
46CreativeOne Wealth, LLC424$00.00%Share
47Kestra Advisory Services, LLC2,246$00.00%Share
48ENVESTNET ASSET MANAGEMENT INC8,913$00.00%Share
49Global Retirement Partners, LLC700$00.00%Share
50Cambridge Investment Research Advisors, Inc.3,374$00.00%Share

PSR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202544$60.6M+8
Q3 202536$31.7B-14
Q2 202550$21.9B-1
Q1 202551$144.7B+4
Q4 202447$3.4T+12
Q3 202435$14.7T-7
Q2 202442$16.9T+7
Q1 202435$15.4T—

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As of Q4 2025, 50 institutional investors hold PSR (Invesco Active U.S. Real Estate ETF). The largest holder is Itau Unibanco Holding S.A. with $28.0M in shares. This quarter, 15 institutions opened new positions and 10 closed their positions.

Frequently Asked Questions

How many hedge funds own PSR?

As of Q4 2025, 50 institutional investors report holding PSR (Invesco Active U.S. Real Estate ETF) in their 13F filings.

Who is the largest institutional holder of PSR?

The largest institutional holder of PSR is Itau Unibanco Holding S.A. with $28.0M in shares.

Is institutional ownership of PSR increasing or decreasing?

This quarter, 15 institutions opened new positions in PSR and 10 closed their positions.