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 141 institutions that hold shares in the stock, with a total of 8.37 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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
20,000
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
18,520
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
18,390
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
17,702
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
17,462
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15,253
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 26.73%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
14,750
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,765
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
13,689
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 13.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,852
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
12,837
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
12,774
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
12,130
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 58.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
11,765
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 61.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,657
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
11,557
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,950
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
10,831
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,650
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
10,618
shares
|
$0
0.06% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
10,282
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 45.84%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
9,742
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,669
shares
|
$0
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
9,573
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,146
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 59.62%
|