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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
908,585
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
851,431
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
722,350
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 188.0%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
628,631
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
591,126
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 32.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
404,759
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
369,687
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
285,555
shares
|
$0
5.45% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
275,182
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
257,564
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
234,668
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
209,374
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 32.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
170,395
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Carmel Capital Management L.L.C.
|
Nov 12, 2025 Q3 2025 |
168,935
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
153,885
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
151,520
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
137,288
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
129,834
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
129,299
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
119,083
shares
|
$0
2.07% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
90,852
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 63.49%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
88,763
shares
|
$0
2.83% of portfolio
|
Q3 2023
Added 462.36%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
83,254
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
81,162
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
74,664
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 42.85%
|
|