INVESCO ACTIVELY MANAGED ETF PSR
ACTIVE US REAL · ETP · CUSIP 46090A101
55
institutional holders
+3 vs Q1 2025
300.4k
shares reported held*
$27.4mreported value*
7 new
20 added
19 reduced
5 sold out
net sold ≈ $1.0m (-11.4k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $91.31. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 71 |
| Q4 2022 | 72 |
| Q1 2023 | 70 |
| Q2 2023 | 62 |
| Q3 2023 | 57 |
| Q4 2023 | 59 |
| Q1 2024 | 49 |
| Q2 2024 | 54 |
| Q3 2024 | 50 |
| Q4 2024 | 53 |
| Q1 2025 | 52 |
| Q2 2025 | 55 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 20 | 30 |
| Q4 2023 | 24 | 25 |
| Q1 2024 | 21 | 27 |
| Q2 2024 | 22 | 22 |
| Q3 2024 | 21 | 25 |
| Q4 2024 | 26 | 18 |
| Q1 2025 | 28 | 22 |
| Q2 2025 | 27 | 24 |
Biggest buyers
| ROYAL BANK OF CANADA | Added | +11.7k |
| Brio Consultants, LLC | New | +5.4k |
| CITADEL ADVISORS LLC | Added | +3.8k |
| Advisor OS, LLC | Added | +3.7k |
| FLOW TRADERS U.S. LLC | New | +2.3k |
| Cetera Investment Advisers | Added | +2.1k |
| UBS Group AG | Added | +2.0k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +770 |
| Montz Harcus Wealth Management LLC | Added | +521 |
| RAYMOND JAMES FINANCIAL INC | Added | +382 |
Biggest sellers
| WELLS FARGO & COMPANY/MN | Reduced | -7.0k |
| LPL Financial LLC | Reduced | -5.9k |
| AA Financial Advisors, LLC | Reduced | -5.8k |
| MORGAN STANLEY | Reduced | -4.3k |
| GWN SECURITIES INC. | Sold out | -3.2k |
| Geneos Wealth Management Inc. | Reduced | -2.9k |
| Kestra Advisory Services, LLC | Sold out | -2.5k |
| Koshinski Asset Management, Inc. | Reduced | -2.5k |
| INTEGRITY WEALTH ADVISORS, INC. | Sold out | -2.2k |
| Swisher Financial Concepts, Inc. | Reduced | -2.2k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| Koshinski Asset Management, Inc. 0.20% of their portfolio | 29.7k $2.7m | Reduced -2.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 25.7k $2.3m | Added +11.7k |
| MORGAN STANLEY 0.00% of their portfolio | 22.1k $2.0m | Reduced -4.3k |
| Cetera Investment Advisers 0.00% of their portfolio | 19.7k $1.8m | Added +2.1k |
| AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio | 18.7k $1.7m | Added +9 |
| LPL Financial LLC 0.00% of their portfolio | 18.5k $1.7m | Reduced -5.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 14.6k $1.3m | Added +382 |
| Strategic Financial Concepts, LLC 0.14% of their portfolio | 11.2k $1.0m | Reduced -162 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 10.8k $985.7k | Reduced -587 |
| Tower Research Capital LLC (TRC) 0.02% of their portfolio | 9.3k $846.4k | Reduced -1.5k |
| Montz Harcus Wealth Management LLC 0.39% of their portfolio | 8.8k $803.8k | Added +521 |
| HBW ADVISORY SERVICES LLC 0.10% of their portfolio | 8.6k $783.3k | Reduced -2.1k |
| AA Financial Advisors, LLC 0.17% of their portfolio | 8.6k $783.1k | Reduced -5.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 7.0k $640.8k | Added +3.8k |
| Advisor OS, LLC 0.05% of their portfolio | 6.0k $548.4k | Added +3.7k |
| Glenmede Investment Management, LP 0.00% of their portfolio | 6.0k $545.6k | First filing |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 5.9k $537.3k | Added +56 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 5.8k $532.6k | Added +770 |
| Brio Consultants, LLC 0.07% of their portfolio | 5.4k $488.9k | New |
| Ameritas Investment Partners, Inc. 0.01% of their portfolio | 5.0k $459.0k | Reduced -59 |
| Merit Financial Group, LLC 0.01% of their portfolio | 5.0k $458.2k | Added +21 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 4.5k $404.5k | Added +376 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 3.9k $355.1k | Reduced -10 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 3.5k $323.0k | Added +80 |
| Geneos Wealth Management Inc. 0.01% of their portfolio | 3.2k $295.0k | Reduced -2.9k |
| Independent Wealth Network Inc. 0.11% of their portfolio | 3.2k $288.6k | Added +27 |
| CreativeOne Wealth, LLC 0.01% of their portfolio | 3.1k $283.4k | Reduced -516 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 3.0k $277.1k | Added +186 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 2.8k $258.9k | Reduced -1.2k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 2.8k $253.0k | Added +134 |
| Pacific Sun Financial Corp 0.12% of their portfolio | 2.5k $227.4k | Reduced -75 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 2.5k $226.0k | Reduced -184 |
| Swisher Financial Concepts, Inc. 0.14% of their portfolio | 2.4k $215.3k | Reduced -2.2k |
| FLOW TRADERS U.S. LLC 0.01% of their portfolio | 2.3k $210.0k | New |
| UBS Group AG 0.00% of their portfolio | 2.0k $186.2k | Added +2.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.0k $179.7k | Reduced -7.0k |
| CVA Family Office, LLC 0.02% of their portfolio | 1.5k $135.5k | Added +7 |
| CENTRAL TRUST Co 0.00% of their portfolio | 1.3k $115.2k | Reduced -434 |
| Main Street Group, LTD 0.01% of their portfolio | 420 $38.3k | Added +2 |
| CX Institutional 0.00% of their portfolio | 247 $23.0k | Added +8 |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 246 $22.5k | New |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 182 $16.6k | Reduced -8 |
| Silicon Valley Capital Partners 0.00% of their portfolio | 137 $12.5k | New |
| Independence Bank of Kentucky 0.00% of their portfolio | 100 $9.1k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 100 $9.1k | First filing |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 90 $8.2k | Added +1 |
| IFP Advisors, Inc 0.00% of their portfolio | 53 $4.8k | Unchanged |
| Mid-American Wealth Advisory Group, Inc. 0.00% of their portfolio | 41 $3.7k | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 35 $3.2k | Unchanged |
| Glass Jacobson Investment Advisors llc 0.00% of their portfolio | 33 $3.0k | Unchanged |
| AE Wealth Management LLC 0.00% of their portfolio | 23 $2.1k | Unchanged |
| BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio | 10 $913 | Unchanged |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 4 $365 | New |
| FMR LLC 0.00% of their portfolio | 1 $91 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |