Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
XRLV was delisted on the 23rd of February, 2026.
33 hedge funds and large institutions have $20.5M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 0 closing their positions.
14% more funds holding
Funds holding: 29 → 33 (+4)
6% less capital invested
Capital invested by funds: $21.9M → $20.5M (-$1.34M)
6.11% less ownership
Funds ownership: 44.06% → 37.94% (-6.1%)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$618K |
| 2 |
LPL Financial
San Diego,
California
|
+$489K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$444K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$239K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.9M |
| 2 |
Jane Street
New York
|
-$303K |
| 3 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$80.1K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$72.2K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $53K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $38K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $38K | +$49 | +1 | +0.1% |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| $26K | – | – | – |
|
30
US Bancorp
Minneapolis,
Minnesota
| $26K | +$24.7K | +500 | New |
|
|
RG
31
Retirement Group
San Diego,
California
| $17K | – | – | – |
|
32
Fidelity Investments
Boston,
Massachusetts
| $6K | – | – | – |
|
33
William Blair & Company
Chicago,
Illinois
| $3K | – | – | – |
|
XRLV Hedge Fund Activity: Q4 2021 in Review
33 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q4 2021, worth a combined $20.5M — down 6.1% from $21.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XRLV positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $618K. The largest seller was Bank of Montreal, cutting an estimated $4.9M.
- 33 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q4 2021, up from 29 in Q3 2021.
- Funds reported $20.5M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q4 2021, down 6.1% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q4 2021 and 0 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $618K added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q4 2021 was Bank of Montreal, an estimated $4.9M sold.
Based on aggregated 13F filings for Q4 2021.