Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
XRLV was delisted on the 23rd of February, 2026.
26 hedge funds and large institutions have $16.6M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 17 reducing their positions, and 6 closing their positions.
7.08% less ownership
Funds ownership: 38.6% → 31.52% (-7.1%)
13% less funds holding
Funds holding: 30 → 26 (-4)
26% less capital invested
Capital invested by funds: $22.3M → $16.6M (-$5.71M)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
82% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$400K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$245K |
| 3 |
AWS
AJ Wealth Strategies
New York
|
+$203K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.8K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$239 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.83M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.26M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.21M |
| 4 |
Goldman Sachs
New York
|
-$955K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$855K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
William Blair & Company
Chicago,
Illinois
| $2K | – | – | – |
|
|
27
Jane Street
New York
| – | -$1.83M | -47,626 | Closed |
|
|
28
Goldman Sachs
New York
| – | -$955K | -24,800 | Closed |
|
|
FHA
29
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$156K | -4,071 | Closed |
|
|
MIFH
30
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$50K | -930 | Closed |
|
|
WCG
31
Weaver Consulting Group
Huntington Beach,
California
| – | -$12K | -319 | Closed |
|
|
WT
32
Washington Trust
Westerly,
Rhode Island
| – | -$9K | -225 | Closed |
|
XRLV Hedge Fund Activity: Q4 2020 in Review
26 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q4 2020, worth a combined $16.6M — down 26% from $22.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of XRLV and 2 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 3 added.
The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $400K. The largest seller was Jane Street, exiting entirely with an estimated $1.83M sold.
- 26 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q4 2020, down from 30 in Q3 2020.
- Funds reported $16.6M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q4 2020, down 26% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q4 2020 and 6 closed out, a net change of -4 holders.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF buyer in Q4 2020 was SFMG Wealth Advisors, an estimated $400K added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q4 2020 was Jane Street, an estimated $1.83M sold.
Based on aggregated 13F filings for Q4 2020.