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 |
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
10,103
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 388.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
9,848
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,669
shares
|
$0
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,567
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
9,183
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,632
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 77.91%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,550
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
8,507
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
8,372
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 18.1%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
7,905
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
7,784
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,473
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,381
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,269
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 11.42%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
7,100
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 50.04%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
7,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 41.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,953
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
6,900
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,872
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,754
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,508
shares
|
$0
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
6,217
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
6,129
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 30.83%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
5,825
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,715
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 17.88%
|