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 |
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
5,378
shares
|
$0
0.07% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
5,247
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,131
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,125
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
5,098
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
4,950
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,837
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
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 |
May 12, 2025 Q1 2025 |
4,825
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
4,715
shares
|
$0
0.14% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
4,387
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,160
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
3,855
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,764
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,956
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,861
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,725
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
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 |
Aug 05, 2025 Q2 2025 |
1,995
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,972
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,675
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,563
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,500
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,384
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 25.02%
|