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S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Stock ideas from the 2024 Microcap Conference
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024
How major US stock indexes fared Friday, 2/23/2024
Better Than Oil Stocks (Ad)
In his annual letter, Warren Buffett tells investors to ignore Wall Street pundits
MarketBeat Week in Review – 2/19 - 2/23
Obama’s 2024 Confession (Ad)
Closing prices for crude oil, gold and other commodities
Mark Zuckerberg Is Sitting on a Huge Stockpile of AI Chips as Companies Compete for Limited Supplies
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Stock ideas from the 2024 Microcap Conference
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024
How major US stock indexes fared Friday, 2/23/2024
Better Than Oil Stocks (Ad)
In his annual letter, Warren Buffett tells investors to ignore Wall Street pundits
MarketBeat Week in Review – 2/19 - 2/23
Obama’s 2024 Confession (Ad)
Closing prices for crude oil, gold and other commodities
Mark Zuckerberg Is Sitting on a Huge Stockpile of AI Chips as Companies Compete for Limited Supplies
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Stock ideas from the 2024 Microcap Conference
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024
How major US stock indexes fared Friday, 2/23/2024
Better Than Oil Stocks (Ad)
In his annual letter, Warren Buffett tells investors to ignore Wall Street pundits
MarketBeat Week in Review – 2/19 - 2/23
Obama’s 2024 Confession (Ad)
Closing prices for crude oil, gold and other commodities
Mark Zuckerberg Is Sitting on a Huge Stockpile of AI Chips as Companies Compete for Limited Supplies

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

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

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$31.68 M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$9.09 M
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RGI Institutional Buying and Selling by Quarter


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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/21/2023Comerica Bank2,429$0.46M0.0%N/A0.018%
11/15/2023Baker Avenue Asset Management LP33,225$6.30M0.3%N/A0.251%
11/15/2023Royal Bank of Canada164,442$31.17M0.0%+1,411.0%1.241%
11/15/2023Lido Advisors LLC71,380$13.53M0.1%+812.0%0.539%
11/15/2023Ameriprise Financial Inc.159,710$30.28M0.0%+367.3%1.205%
11/14/2023Tower Research Capital LLC TRC 4,440$0.84M0.0%+49,233.3%0.034%
11/14/2023Private Advisory Group LLC57,474$10.90M2.1%+367.6%0.434%
11/14/2023Qube Research & Technologies Ltd915$0.17M0.0%+129.3%0.007%
11/14/2023O Shaughnessy Asset Management LLC460$87K0.0%+400.0%0.003%
11/14/2023One Charles Private Wealth Services LLC6,925$1.31M0.7%+400.0%0.052%
11/14/2023PGIM Custom Harvest LLC94,008$17.82M0.6%+397.3%0.709%
11/13/2023Jacobi Capital Management LLC7,300$1.38M0.2%+400.0%0.055%
11/13/2023Stifel Financial Corp28,744$5.45M0.0%+99.2%0.217%
11/13/2023LPL Financial LLC327,019$61.99M0.0%+481.3%2.468%
11/13/2023AMJ Financial Wealth Management27,772$5.27M2.4%+534.4%0.210%
11/13/2023Interchange Capital Partners LLC13,005$2.47M1.9%N/A0.098%
11/13/2023Clearstead Advisors LLC998$0.19M0.0%+401.5%0.008%
11/13/2023FMR LLC9,770$1.85M0.0%+455.7%0.074%
11/13/2023Envestnet Asset Management Inc.10,607$2.01M0.0%+454.5%0.080%
11/13/2023Envestnet Portfolio Solutions Inc.13,566$2.57M0.0%N/A0.102%
11/13/2023Kestra Advisory Services LLC163,137$30.93M0.3%+559.4%1.231%
11/6/2023Wilbanks Smith & Thomas Asset Management LLC12,075$2.29M0.1%+493.7%0.091%
11/6/2023Capital Wealth Alliance LLC20,768$3.94M2.7%+418.4%0.157%
11/6/2023Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD446,056$84.56M5.9%+404.2%3.366%
11/6/2023Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD158,444$30.04M6.1%+402.5%1.196%
10/30/2023Tradewinds Capital Management LLC2,904$0.55M0.2%+401.6%0.022%
10/30/2023Joseph P. Lucia & Associates LLC55,535$10.53M4.3%+401.6%0.419%
10/30/2023Meitav Investment House Ltd.751,669$142.49M2.2%+470.9%5.673%
10/24/2023Affinity Wealth Management LLC413,121$78.32M15.8%+453.7%3.118%
10/24/2023Grey Fox Wealth Advisors LLC5,284$1M0.5%+401.3%0.040%
10/24/2023Raymond James Financial Services Advisors Inc.257,238$48.77M0.1%+822.9%1.941%
10/24/2023Raymond James & Associates23,151$4.39M0.0%+348.1%0.175%
10/24/2023Cambridge Investment Research Advisors Inc.131,543$24.94M0.1%+385.4%0.993%
10/23/2023FAS 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%
10/18/2023Advisory Alpha LLC9,268$1.76M0.1%+399.6%0.070%
10/18/2023Private Trust Co. NA7,484$1.42M0.2%+415.8%0.056%
10/17/2023Friedenthal Financial32,121$6.09M2.9%+394.2%0.242%
10/17/2023Cedar Brook Financial Partners LLC6,385$1.21M0.3%+517.5%0.048%
10/17/2023Avior Wealth Management LLC175$33K0.0%+400.0%0.001%
10/17/2023Financial Services Advisory Inc20,480$3.88M1.9%N/A0.155%
8/21/2023Osaic Holdings Inc.26,585$5.44M0.0%-6.1%0.201%
8/16/2023CreativeOne Wealth LLC16,540$3.38M0.2%+403.3%0.125%
8/15/2023Equitable Holdings Inc.8,035$1.64M0.0%+90.3%0.061%
8/15/2023Wells Fargo & Company MN50,985$10.43M0.0%-5.5%0.385%
8/15/2023Goldman Sachs Group Inc.35,964$1.47M0.0%+642.4%0.271%
8/15/2023Royal Bank of Canada10,883$2.23M0.0%-8.2%0.082%
8/15/2023Stifel Financial Corp14,432$2.95M0.0%+704.5%0.109%
8/15/2023Citadel Advisors LLC4,311$0.88M0.0%-3.4%0.033%
8/14/2023Affinity Wealth Management LLC74,617$15.26M3.5%+21.2%0.563%
8/14/2023Eqis Capital Management Inc.5,621$1.15M0.1%-59.2%0.042%
7/31/2023LPL Financial LLC56,256$11.50M0.0%-17.6%0.425%
7/25/2023Raymond James Financial Services Advisors Inc.27,874$5.70M0.0%+12.3%1.408%
7/25/2023Raymond James & Associates5,166$1.06M0.0%+1.2%0.261%
7/25/2023Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD88,471$17.96M1.3%N/A4.468%
7/25/2023Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD31,529$6.40M1.3%N/A1.592%
7/24/2023Carmel Capital Management L.L.C.35,823$7.33M3.8%+0.8%1.809%
7/24/2023Meitav Investment House Ltd.131,655$26.47M0.4%N/A6.649%
7/18/2023Diversified Trust Co1,025$0.21M0.0%N/A0.052%
7/17/2023Wealthcare Advisory Partners LLC23,415$4.79M0.2%+172.1%1.183%
7/10/2023AE Wealth Management LLC21,511$4.40M0.0%+566.2%1.086%
5/22/2023Ameriprise Financial Inc.25,107$4.71M0.0%-46.4%1.268%
5/16/2023Susquehanna International Group LLP6,469$1.21M0.0%+125.2%0.327%
5/15/2023Lido Advisors LLC4,585$0.86M0.0%+25.0%0.232%
5/15/2023Yoder Wealth Management Inc.1,140$0.21M0.2%N/A0.058%
5/15/2023PGIM Custom Harvest LLC21,545$4.04M0.2%-8.2%1.088%
5/15/2023Equitable Holdings Inc.4,222$0.79M0.0%+16.9%0.213%
5/15/2023Stephens Inc. AR1,243$0.23M0.0%N/A0.063%
5/15/2023Flow Traders U.S. LLC3,483$0.65M0.0%N/A0.176%
5/15/2023Healthcare of Ontario Pension Plan Trust Fund25,800$4.84M0.0%N/A1.303%
5/15/2023ICA Group Wealth Management LLC10,049$1.89M0.4%+16.4%0.508%
5/12/2023Stifel Financial Corp1,794$0.34M0.0%+16.6%0.091%
5/12/2023Bank of America Corp DE188,296$35.33M0.0%-3.8%9.510%
5/12/2023Milestone Advisory Partners10,905$2.05M1.9%-12.7%0.551%
5/12/2023UBS Group AG38,418$7.21M0.0%+31.6%1.940%
5/11/2023FMR LLC424$80K0.0%-18.6%0.021%
5/11/2023Envestnet Asset Management Inc.1,709$0.32M0.0%+5.4%0.086%
5/11/2023Commonwealth Equity Services LLC4,336$0.81M0.0%+20.6%0.219%
5/10/2023Oppenheimer Asset Management Inc.28,815$5.41M0.1%-1.0%1.455%
5/10/2023Oppenheimer & Co. Inc.8,533$1.60M0.0%+19.3%0.431%
5/10/2023Private Advisor Group LLC9,347$1.75M0.0%N/A0.472%
5/10/2023Resources Investment Advisors LLC.1,314$0.25M0.0%-20.6%0.066%
5/10/2023LPL Financial LLC68,304$12.82M0.0%+64.6%3.450%
5/9/2023Tower Research Capital LLC TRC1,822$0.34M0.0%+296.9%0.092%
5/5/2023Truist Financial Corp1,076$0.20M0.0%N/A0.054%
5/5/2023Moisand Fitzgerald Tamayo LLC300$56K0.0%N/A0.015%
5/5/2023Wilbanks Smith & Thomas Asset Management LLC2,168$0.41M0.0%N/A0.109%
5/4/2023Wealthcare Advisory Partners LLC8,605$1.62M0.1%+4.7%0.435%
5/4/2023Capital Wealth Alliance LLC4,296$0.81M0.7%-39.4%0.217%
5/4/2023One Charles Private Wealth Services LLC1,519$0.29M0.2%-8.3%0.077%
5/3/2023Advisors Preferred LLC256$48K0.0%N/A0.013%
5/3/2023Great Valley Advisor Group Inc.2,682$0.50M0.0%-7.0%0.135%
5/2/2023Joseph P. Lucia & Associates LLC12,607$2.37M1.6%+1.2%0.637%
5/2/2023Friedenthal Financial6,649$1.25M0.9%+6.0%0.336%
5/2/2023Arkadios Wealth Advisors1,714$0.32M0.0%+7.3%0.087%
5/1/2023Affinity Wealth Management LLC61,579$11.56M2.7%N/A3.110%
4/28/2023Ameritas Advisory Services LLC206$39K0.0%N/A0.010%
4/26/2023IFG Advisory LLC2,222$0.42M0.0%-18.4%0.112%
4/14/2023AE Wealth Management LLC3,229$0.61M0.0%+30.3%0.176%
4/14/2023Davis Investment Partners LLC59,812$10.94M5.8%+11.4%3.268%
(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, 116 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 ($35.33M), and Royal Bank of Canada ($31.17M).Learn more on RGI's institutional investors.

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

Of the 104 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. ($0.75M), Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD ($0.45M), Affinity Wealth Management LLC ($0.41M), Walker Asset Management LLC ($0.34M), LPL Financial LLC ($0.30M), Raymond James Financial Services Advisors Inc. ($0.27M), and Royal Bank of Canada ($0.16M).

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

Institutional investors have bought a total of 4,289,407 shares in the last 24 months. This purchase volume represents approximately $167.65M in transactions.

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

Of the 58 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 ($0.27M), Prudential Financial Inc. ($88.54K), Bank of America Corp DE ($86.38K), Raymond James & Associates ($23.96K), Ameriprise Financial Inc. ($21.75K), Milestone Advisory Partners ($20.97K), and Oppenheimer Asset Management Inc. ($18.68K).

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

Institutional investors have sold a total of 677,185 shares in the last 24 months. This volume of shares sold represents approximately $108M in transactions.


This page (NYSEARCA:RGI) was last updated on 2/24/2024 by MarketBeat.com Staff