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 155 institutions that hold shares in the stock, with a total of 9.49 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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,384
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 25.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 18.37%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
830
shares
|
$0
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 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%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
745
shares
|
$0
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
684
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
593
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
580
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
535
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
460
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
430
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
280
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 96.17%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
250
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
200
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 52.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
200
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
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 |
Aug 12, 2025 Q2 2025 |
170
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
161
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 347.22%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
150
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 53.7%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
139
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
130
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 87.96%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
127
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
120
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
113
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|