Invesco Active U.S. Real Estate Fund is an exchange-traded fund on ARCA. As of Q3 2025, 50 institutional investors hold shares in this ETF, with total holdings valued at $37.6M. Itau Unibanco Holding S.A. is the largest holder with a position valued at $15.0M.
Overview of institutional ownership in PSR as of Q3 2025
Institutions with the largest positions in PSR as of Q3 2025
| Institution | Position Value |
|---|---|
I Itau Unibanco Holding S.A. Institution | $15.0M 0.51% of portfolio |
Cetera Investment Advisers RIA/Wealth | $4.2M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $2.1M 0.00% of portfolio |
V Virtu Financial LLC Institution | $1.9M 0.12% of portfolio |
L LPL Financial LLC Institution | $1.8M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $1.2M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.0M 0.00% of portfolio |
Montz Harcus Wealth Management LLC RIA/Wealth | $845.1K 0.37% of portfolio |
AA Financial Advisors, LLC RIA/Wealth | $730.3K 0.14% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $634.2K 0.00% of portfolio |
Institutional buying and selling activity for PSR in Q3 2025
| Institution | Net Bought |
|---|---|
I Itau Unibanco Holding S.A. Institution | +$15.0M +25.0K shares |
Cetera Investment Advisers RIA/Wealth | +$2.4M +25.4K shares |
V Virtu Financial LLC Institution | +$1.9M +20.4K shares |
Gateway Wealth Partners, LLC RIA/Wealth | +$283.6K +3.1K shares |
J J.W. COLE ADVISORS, INC. Institution | +$222.1K +2.4K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$207.5K +2.2K shares |
L LongView Wealth Management RIA/Wealth | +$207.2K +2.2K shares |
L LPL Financial LLC Institution | +$118.3K +1.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$93.8K +1.0K shares |
Independent Wealth Network Inc. RIA/Wealth | +$85.8K +926.0 shares |
| Institution | Net Sold |
|---|---|
Koshinski Asset Management, Inc. RIA/Wealth | −$2.7M −29.7K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | −$1.0M −11.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$993.9K −10.7K shares |
HBW Advisory Services LLC RIA/Wealth | −$783.3K −8.6K shares |
T Tower Research Capital LLC Institution | −$607.2K −6.6K shares |
Advisor OS, LLC Fund of Funds | −$548.4K −6.0K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$339.4K −3.7K shares |
J JANE STREET GROUP, LLC Institution | −$258.9K −2.8K shares |
Swisher Financial Concepts, Inc. RIA/Wealth | −$215.3K −2.4K shares |
F FLOW TRADERS U.S. LLC Institution | −$210.3K −2.3K shares |
Institutions that initiated new positions or completely exited PSR in Q3 2025
| Institution | Position Value |
|---|---|
Gateway Wealth Partners, LLC RIA/Wealth | $283.6K 3.1K shares |
L LongView Wealth Management RIA/Wealth | $207.2K 2.2K shares |
R Russell Investments Group, Ltd. RIA/Wealth | $556.0 6.0 shares |
| Institution | Previous Position |
|---|---|
Koshinski Asset Management, Inc. RIA/Wealth | $2.7M 29.7K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | $1.0M 11.2K shares |
HBW Advisory Services LLC RIA/Wealth | $783.3K 8.6K shares |
Advisor OS, LLC Fund of Funds | $548.4K 6.0K shares |
J JANE STREET GROUP, LLC Institution | $258.9K 2.8K shares |
Swisher Financial Concepts, Inc. RIA/Wealth | $215.3K 2.4K shares |
F FLOW TRADERS U.S. LLC Institution | $210.3K 2.3K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $22.5K 246.0 shares |
Silicon Valley Capital Partners RIA/Wealth | $12.5K 137.0 shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $3.7K 41.0 shares |
Institutions with the largest Call and Put options positions in PSR as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with PSR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
I Itau Unibanco Holding S.A. Institution | 0.51% $15.0M |
Montz Harcus Wealth Management LLC RIA/Wealth | 0.37% $845.1K |
AA Financial Advisors, LLC RIA/Wealth | 0.14% $730.3K |
Independent Wealth Network Inc. RIA/Wealth | 0.12% $378.7K |
V Virtu Financial LLC Institution | 0.12% $1.9M |
PACIFIC SUN FINANCIAL CORP RIA/Wealth | 0.11% $231.2K |
B Brio Consultants, LLC RIA/Wealth | 0.07% $509.9K |
L LongView Wealth Management RIA/Wealth | 0.06% $207.2K |
Gateway Wealth Partners, LLC RIA/Wealth | 0.04% $283.6K |
C CVA Family Office, LLC Institution | 0.02% $137.2K |
Discover hedge funds investing in PSR

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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