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 141 institutions that hold shares in the stock, with a total of 8.37 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 |
|---|---|---|---|---|---|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
860,257
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
844,034
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
626,938
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
591,126
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 32.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
385,125
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 31.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
352,896
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
299,877
shares
|
$0
6.4% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
283,313
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
250,538
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
250,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 50.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
241,307
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
221,914
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
209,374
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 32.14%
|
|
|
Carmel Capital Management L.L.C.
|
Oct 17, 2024 Q3 2024 |
175,785
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
174,150
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
168,686
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
160,499
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
138,486
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
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%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
112,209
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 25.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
92,223
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 25.27%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
88,763
shares
|
$0
2.83% of portfolio
|
Q3 2023
Added 462.36%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
77,971
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
68,907
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
68,339
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.23%
|