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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,458
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,445
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,025
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 25.45%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,018
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 88.03%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
831
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
800
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 357.14%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
759
shares
|
$0
0.01% of portfolio
|
Q3 2018
Reduced 47.62%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
686
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
587
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 291.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
580
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 26.09%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
535
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
525
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
515
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
430
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
340
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
277
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
250
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
179
shares
|
$0
0.0% of portfolio
|
Q2 2018
Added 648.04%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
164
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
139
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
130
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 87.96%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
127
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
125
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
116
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
113
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|