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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
681
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
625
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
607
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
593
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
535
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
460
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
430
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
425
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 112.5%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
297
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
264
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 407.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
179
shares
|
$0
0.0% of portfolio
|
Q2 2018
Added 648.04%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
170
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
161
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 28.8%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
155
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 416.67%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
130
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 87.96%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
85
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
65
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
55
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
50
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
36
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 83.33%
|