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 |
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
26,816
shares
|
$0
0.06% of portfolio
|
Q2 2025
Added 83.65%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
24,846
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
24,075
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
22,974
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 50.62%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
22,562
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
21,389
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 17.11%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
20,000
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
19,721
shares
|
$0
0.78% of portfolio
|
Q2 2025
Added 21.04%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
18,617
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
18,458
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 116.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,689
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 25.81%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
14,750
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
14,073
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,765
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
13,691
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
13,195
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
12,341
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
11,984
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 60.13%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
11,645
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24676.6%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
11,601
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
11,364
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
11,269
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,875
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
10,615
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
10,157
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.66%
|