Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
XRLV was delisted on the 23rd of February, 2026.
30 hedge funds and large institutions have $27M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 11 closing their positions.
8.68% less ownership
Funds ownership: 47.57% → 38.89% (-8.7%)
21% less funds holding
Funds holding: 38 → 30 (-8)
35% less capital invested
Capital invested by funds: $41.6M → $27M (-$14.6M)
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
75% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.35M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$765K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$107K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$38.1K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$15.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.37M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.89M |
| 3 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
-$2.24M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.76M |
| 5 |
AF
Apexium Financial
Dallas,
Texas
|
-$1.53M |
XRLV Hedge Fund Activity: Q2 2020 in Review
30 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q2 2020, worth a combined $27M — down 35% from $41.6M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of XRLV and 3 opened new positions — a net loss of 8 holders — while 16 trimmed existing stakes and 4 added.
The largest buyer was LPL Financial, adding an estimated $2.35M. The largest seller was Envestnet Asset Management, cutting an estimated $5.37M.
- 30 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q2 2020, down from 38 in Q1 2020.
- Funds reported $27M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q2 2020, down 35% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q2 2020 and 11 closed out, a net change of -8 holders.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF buyer in Q2 2020 was LPL Financial, an estimated $2.35M added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $5.37M sold.
Based on aggregated 13F filings for Q2 2020.