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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
5,125
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
4,950
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,851
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
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 |
Oct 23, 2025 Q3 2025 |
4,825
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
4,789
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 11.72%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,715
shares
|
$0
0.14% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
4,689
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,387
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,175
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,908
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
3,855
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
3,816
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,964
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
2,725
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,645
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,590
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3353.33%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 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%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,004
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 902.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,996
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,972
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,722
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,702
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,675
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|