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 147 institutions that hold shares in the stock, with a total of 8.77 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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
5,125
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,107
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
5,085
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
4,825
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,825
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
4,715
shares
|
$0
0.14% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
4,637
shares
|
$0
0.08% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
4,300
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
4,291
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 31.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,160
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
4,048
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
2,942
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,850
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,845
shares
|
$0
0.0% of portfolio
|
Q3 2018
Reduced 21.6%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,530
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,210
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 48.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,995
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,748
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,675
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,587
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 43.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,225
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,011
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 91.41%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
800
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 357.14%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
759
shares
|
$0
0.01% of portfolio
|
Q3 2018
Reduced 47.62%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
721
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 27.39%
|