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 148 institutions that hold shares in the stock, with a total of 9.15 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
|
Apr 24, 2025 Q1 2025 |
5,125
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
5,119
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
5,098
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
5,098
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,826
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
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%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
4,825
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
4,715
shares
|
$0
0.14% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,160
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,949
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
2,855
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,725
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,530
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,227
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
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%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,747
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,675
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,563
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,107
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 53.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 18.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
955
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
830
shares
|
$0
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
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%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
682
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.15%
|