Institutional Ownership Invesco S&P 500 Equal Weight I (RGI)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight I (RGI). We have compiled data on the 162 institutions that hold shares in the stock, with a total of 8.49 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
851,431
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
818,073
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 44.15%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
628,222
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
591,126
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 32.52%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
388,285
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
372,601
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
285,555
shares
|
$0
5.45% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
272,339
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
256,114
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
250,813
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
227,096
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 55.62%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
209,374
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 32.14%
|
|
|
Carmel Capital Management L.L.C.
|
Aug 05, 2025 Q2 2025 |
168,260
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
162,795
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
159,001
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 110.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
137,288
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
128,961
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
127,033
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 44.62%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
120,010
shares
|
$0
2.2% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
116,897
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
88,763
shares
|
$0
2.83% of portfolio
|
Q3 2023
Added 462.36%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
85,653
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 61.23%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
82,645
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
70,176
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
66,831
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.07%
|