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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,825
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
4,825
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
4,715
shares
|
$0
0.14% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
4,597
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,161
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
4,055
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,933
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,845
shares
|
$0
0.0% of portfolio
|
Q3 2018
Reduced 21.6%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
2,842
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,816
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,575
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,530
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,210
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 48.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,995
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,884
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
759
shares
|
$0
0.01% of portfolio
|
Q3 2018
Reduced 47.62%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
678
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
625
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
613
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 97.41%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
566
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 113.58%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
535
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
460
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
430
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
425
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 112.5%
|