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 9.14 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,464,642
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 74.57%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
884,431
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
632,492
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
591,126
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 32.52%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
395,401
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
386,356
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
293,746
shares
|
$0
6.14% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
275,714
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
260,045
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
250,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 50.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
229,386
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
220,939
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
209,374
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 32.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
173,328
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
172,442
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Carmel Capital Management L.L.C.
|
Apr 28, 2025 Q1 2025 |
167,660
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
145,928
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
137,288
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
123,854
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
120,235
shares
|
$0
2.27% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
95,644
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 81.59%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
88,763
shares
|
$0
2.83% of portfolio
|
Q3 2023
Added 462.36%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
81,757
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
75,608
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 55.45%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
66,484
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.52%
|