Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
XRLV was delisted on the 23rd of February, 2026.
32 hedge funds and large institutions have $31.6M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
61% more capital invested
Capital invested by funds: $19.6M → $31.6M (+$12M)
10% more funds holding
Funds holding: 29 → 32 (+3)
6.1% more ownership
Funds ownership: 47.3% → 53.4% (+6.1%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.08M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.47M |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$1.12M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$977K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.44M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$309K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$249K |
| 4 |
AF
Apexium Financial
Dallas,
Texas
|
-$229K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$97.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $35.5K | – | – | – |
|
27
Fifth Third Bancorp
Cincinnati,
Ohio
| $24.3K | – | – | – |
|
28
US Bancorp
Minneapolis,
Minnesota
| $24.3K | – | – | – |
|
|
RIA
29
Realta Investment Advisors
Wilmington,
Delaware
| $8.56K | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $5.88K | – | – | – |
|
31
William Blair & Company
Chicago,
Illinois
| $2.67K | – | – | – |
|
|
NA
32
NewEdge Advisors
New Orleans,
Louisiana
| $197 | +$191K | +4,055 | New |
|
|
33
Jane Street
New York
| – | -$1.44M | -32,898 | Closed |
|
|
34
Ameriprise
Minneapolis,
Minnesota
| – | -$309K | -7,065 | Closed |
|
XRLV Hedge Fund Activity: Q4 2022 in Review
32 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q4 2022, worth a combined $31.6M — up 61% from $19.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XRLV positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.08M. The largest seller was Jane Street, exiting entirely with an estimated $1.44M sold.
- 32 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q4 2022, up from 29 in Q3 2022.
- Funds reported $31.6M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q4 2022, up 61% quarter-over-quarter.
- 6 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q4 2022 and 2 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF buyer in Q4 2022 was Morgan Stanley, an estimated $3.08M added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q4 2022 was Jane Street, an estimated $1.44M sold.
Based on aggregated 13F filings for Q4 2022.