Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
XRLV was delisted on the 23rd of February, 2026.
29 hedge funds and large institutions have $64.6M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
4% more funds holding
Funds holding: 28 → 29 (+1)
3.16% more ownership
Funds ownership: 46.09% → 49.25% (+3.2%)
5% less capital invested
Capital invested by funds: $67.7M → $64.6M (-$3.08M)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
+$11.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.63M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.07M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$749K |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$431K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.65M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.31M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
-$1.43M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.32M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
26
Valley National Advisers
Bethlehem,
Pennsylvania
| $15K | +$4.79K | +140 | +44% |
|
|
AIC
27
Ameritas Investment Company
Lincoln,
Nebraska
| $14K | +$15.2K | +443 | New |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | +$3.97K | +116 | New |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
30
Ameriprise
Minneapolis,
Minnesota
| – | -$3.65M | -100,524 | Closed |
|
|
CA
31
Cetera Advisors
Denver,
Colorado
| – | -$1.32M | -36,326 | Closed |
|
|
FAAS
32
First Allied Advisory Services
San Diego,
California
| – | -$685K | -18,877 | Closed |
|
33
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$220K | -6,090 | Closed |
|
|
BAM
34
Belpointe Asset Management
Reno,
Nevada
| – | -$124K | -3,423 | Closed |
|
|
SWP
35
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$36K | -990 | Closed |
|
|
AS
36
Altshuler Shaham
Tel Aviv,
Israel
| – | -$5K | -458 | Closed |
|
37
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$12K | -325 | Closed |
|
XRLV Hedge Fund Activity: Q4 2018 in Review
29 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q4 2018, worth a combined $64.6M — down 4.6% from $67.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XRLV positions and 8 closed out — a net gain of 1 holder — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Silicon Valley Capital Partners, opening a new position worth an estimated $11.2M. The largest seller was Ameriprise, exiting entirely with an estimated $3.65M sold.
- 29 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q4 2018, up from 28 in Q3 2018.
- Funds reported $64.6M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q4 2018, down 4.6% quarter-over-quarter.
- 9 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q4 2018 and 8 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF buyer in Q4 2018 was Silicon Valley Capital Partners, an estimated $11.2M added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q4 2018 was Ameriprise, an estimated $3.65M sold.
Based on aggregated 13F filings for Q4 2018.