Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
626K+ 74.57% |
N/A
|
1.46M
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.2KNew |
N/A
|
65.2K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
43K+ 81.59% |
N/A
|
95.6K
$0
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.8K+ 10.09% |
N/A
|
260K
$0
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.6KNew |
N/A
|
14.6K
$0
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
12.1KNew |
N/A
|
12.1K
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8K+ 40.04% |
N/A
|
41.2K
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.6K+ 3.03% |
N/A
|
395K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
9.87K+ 1.59% |
N/A
|
632K
$0
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.77K+ 227.66% |
N/A
|
14.1K
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.49K+ 2.52% |
N/A
|
386K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.86KNew |
N/A
|
8.86K
$0
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
8.1KNew |
N/A
|
8.1K
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.03K+ 388.07% |
N/A
|
10.1K
$0
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.47KNew |
N/A
|
7.47K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.09KNew |
N/A
|
7.09K
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.95KNew |
N/A
|
6.95K
$0
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.72K+ 664.89% |
N/A
|
7.73K
$0
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
6.21K+ 23.07% |
N/A
|
33.1K
$0
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.24K+ 35.2% |
N/A
|
16.3K
$0
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.41K+ 6.26% |
N/A
|
57.8K
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.6K+ 1.19% |
N/A
|
221K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
2.52K+ 3.18% |
N/A
|
81.8K
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.29K+ 1.01% |
N/A
|
229K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.28K+ 36.5% |
N/A
|
8.53K
$0
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.21K+ 10.87% |
N/A
|
22.6K
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.46K+ 0.85% |
N/A
|
173K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.43K+ 11.17% |
N/A
|
14.2K
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.26K+ 9.83% |
N/A
|
14.1K
$0
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
955New |
N/A
|
955
$0
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
830New |
N/A
|
830
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
830+ 2.68% |
N/A
|
31.8K
$0
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
675New |
N/A
|
675
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
635+ 5.06% |
N/A
|
13.2K
$0
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
552+ 5.0% |
N/A
|
11.6K
$0
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
472+ 3.43% |
N/A
|
14.2K
$0
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
402+ 0.88% |
N/A
|
46.3K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
391+ 0.23% |
N/A
|
172K
$0
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
386+ 53.54% |
N/A
|
1.11K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
338+ 0.12% |
N/A
|
294K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
324New |
N/A
|
324
$0
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
275+ 1.5% |
N/A
|
18.6K
$0
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
232+ 11.63% |
N/A
|
2.23K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
197+ 2.2% |
N/A
|
9.15K
$0
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
152+ 1.5% |
N/A
|
10.3K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
139+ 2.1% |
N/A
|
6.75K
$0
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
139New |
N/A
|
139
$0
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
137+ 1.22% |
N/A
|
11.4K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
125+ 347.22% |
N/A
|
161
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
124+ 0.29% |
N/A
|
42.2K
$0
|