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 147 institutions that hold shares in the stock, with a total of 8.64 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
|
Apr 29, 2025 Q1 2025 |
9,630
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
9,149
shares
|
$0
0.02% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,056
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
8,861
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
8,530
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 36.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
8,485
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
8,150
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
7,910
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,484
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 415.78%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,381
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,310
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,269
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 11.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
7,095
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 31.0%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
7,089
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
7,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 41.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,959
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
6,925
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,900
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
6,767
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
6,754
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,508
shares
|
$0
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
5,700
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 23.49%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
5,370
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
5,354
shares
|
$0
0.07% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
5,198
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.19%
|