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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
8,974
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
8,329
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,033
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 371.42%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
7,925
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
7,910
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
7,855
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 331.12%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,493
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 17.94%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,484
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 415.78%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
7,350
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,269
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 11.42%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 4.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
7,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 41.41%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
6,925
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
6,892
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 13.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
6,615
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,508
shares
|
$0
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,428
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 27.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,278
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 43.58%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,616
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,443
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
5,337
shares
|
$0
0.08% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,137
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 55.86%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
5,125
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
5,097
shares
|
$0
0.1% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
5,092
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.24%
|