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Invesco S&P 500 Equal Weight Industrials ETF (RGI) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Equal Weight Industrials ETF (NYSEARCA:RGI)

Number of
Institutional Buyers
(last 12 months)
39
Number of
Institutional Sellers
(last 12 months)
2
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RGI Institutional Buying and Selling by Quarter

Invesco S&P 500 Equal Weight Industrials ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2023 Baker Avenue Asset Management LP33,225$6.30M0.3%N/A0.251%
11/15/2023 Lido Advisors LLC71,380$13.53M0.1%+812.0%0.539%
11/14/2023 Tower Research Capital LLC TRC4,440$842K0.0%+49,233.3%0.034%
11/14/2023 Private Advisory Group LLC57,474$10.90M2.1%+367.6%0.434%
11/14/2023 O Shaughnessy Asset Management LLC460$87K0.0%+400.0%0.003%
11/14/2023 One Charles Private Wealth Services LLC6,925$1.31M0.7%+400.0%0.052%
11/14/2023 PGIM Custom Harvest LLC94,008$17.82M0.6%+397.3%0.709%
11/13/2023 Jacobi Capital Management LLC7,300$1.38M0.2%+400.0%0.055%
11/13/2023 Stifel Financial Corp28,744$5.45M0.0%+99.2%0.217%
11/13/2023 LPL Financial LLC327,019$61.99M0.0%+481.3%2.468%
11/13/2023 AMJ Financial Wealth Management27,772$5.27M2.4%+534.4%0.210%
11/13/2023 Interchange Capital Partners LLC13,005$2.47M1.9%N/A0.098%
11/13/2023 Clearstead Advisors LLC998$189K0.0%+401.5%0.008%
11/13/2023 Envestnet Portfolio Solutions Inc.13,566$2.57M0.0%N/A0.102%
11/13/2023 Kestra Advisory Services LLC163,137$30.93M0.3%+559.4%1.231%
11/6/2023 Wilbanks Smith & Thomas Asset Management LLC12,075$2.29M0.1%+493.7%0.091%
11/6/2023 Capital Wealth Alliance LLC20,768$3.94M2.7%+418.4%0.157%
11/6/2023 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD446,056$84.56M5.9%+404.2%3.366%
11/6/2023 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD158,444$30.04M6.1%+402.5%1.196%
10/30/2023 Tradewinds Capital Management LLC2,904$551K0.2%+401.6%0.022%
10/30/2023 Joseph P. Lucia & Associates LLC55,535$10.53M4.3%+401.6%0.419%
10/30/2023 Meitav Investment House Ltd.751,669$142.49M2.2%+470.9%5.673%
10/24/2023 Affinity Wealth Management LLC413,121$78.32M15.8%+453.7%3.118%
10/24/2023 Grey Fox Wealth Advisors LLC5,284$1.00M0.5%+401.3%0.040%
10/24/2023 Raymond James Financial Services Advisors Inc.257,238$48.77M0.1%+822.9%1.941%
10/24/2023 Raymond James & Associates23,151$4.39M0.0%+348.1%0.175%
10/24/2023 Cambridge Investment Research Advisors Inc.131,543$24.94M0.1%+385.4%0.993%
10/23/2023 FAS Wealth Partners Inc.7,977$1.51M0.2%+897.1%0.060%
10/23/2023Commonwealth Equity Services LLC19,680$3.73M0.0%+336.0%0.149%
10/18/2023 Advisory Alpha LLC9,268$1.76M0.1%+399.6%0.070%
10/18/2023 Private Trust Co. NA7,484$1.42M0.2%+415.8%0.056%
10/17/2023 Friedenthal Financial32,121$6.09M2.9%+394.2%0.242%
10/17/2023 Cedar Brook Financial Partners LLC6,385$1.21M0.3%+517.5%0.048%
10/17/2023 Avior Wealth Management LLC175$33K0.0%+400.0%0.001%
10/17/2023 Financial Services Advisory Inc20,480$3.88M1.9%N/A0.155%
8/14/2023 Affinity Wealth Management LLC74,617$15.26M3.5%+21.2%0.563%
8/14/2023 Eqis Capital Management Inc.5,621$1.15M0.1%-59.2%0.042%
7/31/2023 LPL Financial LLC56,256$11.50M0.0%-17.6%0.425%
7/25/2023 Raymond James Financial Services Advisors Inc.27,874$5.70M0.0%+12.3%1.408%
7/25/2023 Raymond James & Associates5,166$1.06M0.0%+1.2%0.261%
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7/25/2023 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD88,471$17.96M1.3%N/A4.468%
7/25/2023 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD31,529$6.40M1.3%N/A1.592%
7/24/2023 Carmel Capital Management L.L.C.35,823$7.33M3.8%+0.8%1.809%
7/24/2023 Meitav Investment House Ltd.131,655$26.47M0.4%N/A6.649%
7/18/2023 Diversified Trust Co1,025$210K0.0%N/A0.052%
7/17/2023 Wealthcare Advisory Partners LLC23,415$4.79M0.2%+172.1%1.183%
7/10/2023 AE Wealth Management LLC21,511$4.40M0.0%+566.2%1.086%
5/15/2023 PGIM Custom Harvest LLC21,545$4.04M0.2%-8.2%1.088%
5/15/2023 ICA Group Wealth Management LLC10,049$1.89M0.4%+16.4%0.508%
5/12/2023Milestone Advisory Partners10,905$2.05M1.9%-12.7%0.551%
5/10/2023 Oppenheimer Asset Management Inc.28,815$5.41M0.1%-1.0%1.455%
5/10/2023 Oppenheimer & Co. Inc.8,533$1.60M0.0%+19.3%0.431%
5/10/2023 Private Advisor Group LLC9,347$1.75M0.0%N/A0.472%
5/10/2023 Resources Investment Advisors LLC.1,314$247K0.0%-20.6%0.066%
5/10/2023 LPL Financial LLC68,304$12.82M0.0%+64.6%3.450%
5/9/2023 Tower Research Capital LLC TRC1,822$342K0.0%+296.9%0.092%
5/5/2023 Truist Financial Corp1,076$202K0.0%N/A0.054%
5/5/2023 Moisand Fitzgerald Tamayo LLC300$56K0.0%N/A0.015%
5/5/2023 Wilbanks Smith & Thomas Asset Management LLC2,168$407K0.0%N/A0.109%
5/4/2023 Wealthcare Advisory Partners LLC8,605$1.62M0.1%+4.7%0.435%
5/4/2023 Capital Wealth Alliance LLC4,296$806K0.7%-39.4%0.217%
5/4/2023 One Charles Private Wealth Services LLC1,519$285K0.2%-8.3%0.077%
5/3/2023 Advisors Preferred LLC256$48K0.0%N/A0.013%
5/3/2023 Great Valley Advisor Group Inc.2,682$504K0.0%-7.0%0.135%
5/2/2023 Joseph P. Lucia & Associates LLC12,607$2.37M1.6%+1.2%0.637%
5/2/2023 Friedenthal Financial6,649$1.25M0.9%+6.0%0.336%
5/2/2023 Arkadios Wealth Advisors1,714$322K0.0%+7.3%0.087%
5/1/2023 Affinity Wealth Management LLC61,579$11.56M2.7%N/A3.110%
4/28/2023 Ameritas Advisory Services LLC206$39K0.0%N/A0.010%
4/26/2023 IFG Advisory LLC2,222$417K0.0%-18.4%0.112%
4/14/2023 AE Wealth Management LLC3,229$606K0.0%+30.3%0.176%
4/14/2023 Davis Investment Partners LLC59,812$10.94M5.8%+11.4%3.268%
4/14/2023 Raymond James Financial Services Advisors Inc.24,821$4.66M0.0%-29.4%1.356%
4/14/2023 Raymond James & Associates5,107$958K0.0%-3.4%0.279%
4/14/2023 SignalPoint Asset Management LLC14,537$2.73M0.9%-1.9%0.794%
4/13/2023 Carmel Capital Management L.L.C.35,523$6.67M3.8%+4.3%1.941%
4/12/2023 National Bank of Canada FI2,465$463K0.0%+3,692.3%0.135%
4/12/2023 Private Trust Co. NA1,451$257K0.0%N/A0.079%
4/11/2023 Walker Asset Management LLC5,415$1.02M0.9%-8.5%0.296%
4/6/2023 Choice Wealth Advisors LLC9,581$1.80M1.3%-1.1%0.524%
3/28/2023Prostatis Group LLC26,027$26K0.0%+5.0%1.422%
3/23/2023Prostatis Group LLC26,027$26K0.0%+5.0%1.422%
2/27/2023Kalos Management Inc.295$53K0.1%N/A0.016%
2/16/2023Live Oak Investment Partners5,074$904K0.8%N/A0.277%
2/15/2023 Eqis Capital Management Inc.26,554$4.73M0.5%-5.2%1.451%
2/15/2023 ICA Group Wealth Management LLC8,633$1.54M0.4%N/A0.472%
2/14/2023 Davis Investment Partners LLC53,701$10.37M5.2%N/A2.934%
2/14/2023 Grey Fox Wealth Advisors LLC1,048$187K0.1%N/A0.057%
2/13/2023 Wealthcare Advisory Partners LLC8,219$1.47M0.1%-3.7%0.449%
2/13/2023 Joseph P. Lucia & Associates LLC12,461$2.22M1.7%+7.6%0.681%
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2/10/2023Jackson Wealth Management LLC22,316$3.98M1.5%N/A1.219%
2/10/2023 Advisor Group Holdings Inc.14,791$2.64M0.0%+74.0%0.808%
2/9/2023 HighTower Advisors LLC2,159$381K0.0%N/A0.118%
2/8/2023 Raymond James Financial Services Advisors Inc.35,178$6.27M0.0%+441.3%1.922%
2/8/2023 Raymond James & Associates5,289$943K0.0%+9.5%0.289%
2/8/2023 UBS Group AG29,184$5.20M0.0%-1.9%1.595%
2/8/2023 Belpointe Asset Management LLC1,327$237K0.0%-39.8%0.073%
2/8/2023 Cambridge Investment Research Advisors Inc.25,247$4.50M0.0%-1.1%1.380%
2/8/2023 Oppenheimer & Co. Inc.7,153$1.28M0.0%+442.7%0.391%
2/7/2023Commonwealth Equity Services LLC3,595$641K0.0%-62.0%0.196%
(Data available from 1/1/2016 forward)

RGI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RGI shares?

During the previous two years, 89 institutional investors and hedge funds held shares of Invesco S&P 500 Equal Weight Industrials ETF. The most heavily invested institutionals were Meitav Investment House Ltd. ($142.49M), Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD ($84.56M), Affinity Wealth Management LLC ($78.32M), LPL Financial LLC ($61.99M), Raymond James Financial Services Advisors Inc. ($48.77M), Bank of America Corp DE ($47.86M), and Kestra Advisory Services LLC ($30.93M).Learn more on RGI's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Equal Weight Industrials ETF stock?

Of the 76 institutional investors that purchased Invesco S&P 500 Equal Weight Industrials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Meitav Investment House Ltd. ($751.67K), Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD ($446.06K), Affinity Wealth Management LLC ($413.12K), Walker Asset Management LLC ($331.85K), LPL Financial LLC ($297.57K), Raymond James Financial Services Advisors Inc. ($261.69K), and Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD ($158.44K).

How much institutional buying is happening at Invesco S&P 500 Equal Weight Industrials ETF?

Institutional investors have bought a total of 3,678,695 shares in the last 24 months. This purchase volume represents approximately $121.17M in transactions.

Which Invesco S&P 500 Equal Weight Industrials ETF major shareholders have been selling company stock?

Of the 45 institutional investors that sold Invesco S&P 500 Equal Weight Industrials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($267.60K), Prudential Financial Inc. ($85.77K), Bank of America Corp DE ($67.73K), Oppenheimer Asset Management Inc. ($18.25K), Milestone Advisory Partners ($17.33K), LPL Financial LLC ($14.84K), and Eqis Capital Management Inc. ($11.15K).

How much institutional selling is happening at Invesco S&P 500 Equal Weight Industrials ETF?

Institutional investors have sold a total of 546,933 shares in the last 24 months. This volume of shares sold represents approximately $85.59M in transactions.


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This page (NYSEARCA:RGI) was last updated on 5/16/2024 by MarketBeat.com Staff

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