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 8.8 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 |
|---|---|---|---|---|---|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
25,161
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
24,652
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
22,974
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 50.62%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
20,350
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
20,000
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
19,380
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 41.41%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
18,342
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
17,616
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
17,294
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
14,750
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,765
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
13,743
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
13,173
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 28.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,814
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
12,783
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
12,560
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,563
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
11,546
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
11,227
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 22.75%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
11,188
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,087
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
11,049
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
11,036
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,875
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
10,133
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.85%
|