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 147 institutions that hold shares in the stock, with a total of 8.8 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 |
|---|---|---|---|---|---|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
895,657
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
839,011
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
622,622
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
591,126
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 32.52%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
383,762
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
376,864
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
293,408
shares
|
$0
6.18% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
283,842
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
250,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 50.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
236,212
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
227,101
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
218,344
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
209,374
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 32.14%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
172,051
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
171,870
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
169,717
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Carmel Capital Management L.L.C.
|
Jan 21, 2025 Q4 2024 |
167,785
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
154,785
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
138,486
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
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%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
123,854
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
120,235
shares
|
$0
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
97,586
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 13.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
90,480
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
88,763
shares
|
$0
2.83% of portfolio
|
Q3 2023
Added 462.36%
|