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 157 institutions that hold shares in the stock, with a total of 9.02 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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
26,057
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
24,344
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
21,240
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
21,039
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
20,660
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
20,308
shares
|
$0
0.8% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
20,000
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
18,834
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.06%
|
|
|
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
|
Nov 14, 2025 Q3 2025 |
15,750
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,765
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
13,759
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
13,693
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 263.79%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
13,651
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
12,369
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
12,234
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
11,601
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
11,425
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
11,313
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
10,923
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,875
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,761
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
9,787
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,669
shares
|
$0
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
9,522
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|