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 154 institutions that hold shares in the stock, with a total of 9.52 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
74,312
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 115.84%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
70,176
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
67,847
shares
|
$0
0.07% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
66,484
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
57,752
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
57,350
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
52,266
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 26.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
51,371
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 180.56%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
49,346
shares
|
$0
2.52% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
48,309
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
48,309
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
46,289
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
45,845
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
44,614
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
42,062
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
38,962
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.84%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
33,365
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
33,122
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 23.07%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
33,000
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
32,071
shares
|
$0
1.16% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
31,794
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
30,247
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
29,839
shares
|
$0
0.77% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
28,423
shares
|
$0
0.63% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
27,611
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.82%
|