Who Owns PSR?
Invesco Active U.S. Real Estate ETF — Institutional Ownership & 13F Holdings
$99.27
-0.59 (-0.59%)
Market Cap
$51.0M
Shares Outstanding
472,103
Institutional Holders
51
Total Inst. Value
$145.3M
% of Float Held
—
QoQ Holder Change
+16
Institutional data as of Q1 2025
New Positions
12
Closed Positions
8
Increased
15
Decreased
16
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $117.3M | 250,116 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $5.0M | 54 |
| 3 | Koshinski Asset Management, Inc. | $3.0M | 32,208 |
| 4 | MORGAN STANLEY | $2.4M | 26,353 |
| 5 | Cetera Investment Advisers | $1.6M | 17,565 |
| 6 | AA Financial Advisors, LLCNew | $1.3M | 14,336 |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.3M | 14,262 |
| 8 | ROYAL BANK OF CANADA | $1.3M | 14,004 |
| 9 | OSAIC HOLDINGS, INC. | $1.1M | 11,381 |
| 10 | Strategic Financial Concepts, LLC | $1.1M | 11,375 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +247K | $117.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +54 | $5.0M |
| Koshinski Asset Management, Inc. | +1K | $3.0M |
| MORGAN STANLEY | +220 | $2.4M |
| Cetera Investment Advisers | +3K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -937K | $1.1M |
| Merit Financial Group, LLC | -34K | $462K |
| LPL Financial LLC | -16K | $2K |
| Swisher Financial Concepts, Inc. | -5K | $421K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -3K | $264K |
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Frequently Asked Questions
How many institutional investors hold PSR?
As of Q1 2025, 51 institutional investors report holding PSR (Invesco Active U.S. Real Estate ETF) in their 13F filings.
Which hedge fund owns the most PSR?
The largest institutional holder of PSR is JONES FINANCIAL COMPANIES LLLP with $117.3M in shares.
Are institutions buying or selling PSR?
This quarter, 12 institutions opened new positions in PSR and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.