Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
XRLV was delisted on the 23rd of February, 2026.
31 hedge funds and large institutions have $24.3M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 3 closing their positions.
3% less funds holding
Funds holding: 32 → 31 (-1)
6.35% less ownership
Funds ownership: 53.4% → 47.06% (-6.3%)
23% less capital invested
Capital invested by funds: $31.6M → $24.3M (-$7.26M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
63% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$353K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$351K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$239K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$21K |
| 5 |
AWS
AJ Wealth Strategies
New York
|
+$1.28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.46M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.88M |
| 3 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$368K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$325K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$145K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $34.7K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $34.6K | – | – | – |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $23.7K | – | – | – |
|
|
AAS
29
Ameritas Advisory Services
Lincoln,
Nebraska
| $21K | +$21K | +443 | New |
|
30
Fidelity Investments
Boston,
Massachusetts
| $5.73K | – | – | – |
|
31
William Blair & Company
Chicago,
Illinois
| $2.61K | – | – | – |
|
|
AAS
32
Avantax Advisory Services
Dallas,
Texas
| – | -$325K | -6,680 | Closed |
|
33
US Bancorp
Minneapolis,
Minnesota
| – | -$24.3K | -500 | Closed |
|
|
RIA
34
Realta Investment Advisors
Wilmington,
Delaware
| – | -$8.56K | -176 | Closed |
|
XRLV Hedge Fund Activity: Q1 2023 in Review
31 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q1 2023, worth a combined $24.3M — down 23% from $31.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XRLV and 2 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 6 added.
The largest buyer was Jane Street, opening a new position worth an estimated $353K. The largest seller was Morgan Stanley, cutting an estimated $3.46M.
- 31 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q1 2023, down from 32 in Q4 2022.
- Funds reported $24.3M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q1 2023, down 23% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q1 2023 and 3 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF buyer in Q1 2023 was Jane Street, an estimated $353K added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q1 2023 was Morgan Stanley, an estimated $3.46M sold.
Based on aggregated 13F filings for Q1 2023.