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 158 institutions that hold shares in the stock, with a total of 9.04 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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
9,522
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
8,290
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
8,288
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
8,194
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.41%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
7,905
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,566
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
7,487
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
7,381
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
7,298
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,269
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 11.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
7,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 41.41%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
6,947
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
6,947
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
6,939
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
6,755
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
6,650
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,508
shares
|
$0
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
6,471
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
6,263
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 31.24%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
6,217
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
6,033
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
5,668
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 66.55%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
5,560
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,424
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
5,394
shares
|
$0
0.06% of portfolio
|
Q3 2025
Added 0.3%
|
|