Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
XRLV was delisted on the 23rd of February, 2026.
28 hedge funds and large institutions have $17.2M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
8% more funds holding
Funds holding: 26 → 28 (+2)
5.59% less ownership
Funds ownership: 46.32% → 40.73% (-5.6%)
18% less capital invested
Capital invested by funds: $20.8M → $17.2M (-$3.66M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$578K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$416K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$344K |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$340K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$325K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.44M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.06M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$282K |
| 4 |
Jane Street
New York
|
-$219K |
| 5 |
AF
Apexium Financial
Dallas,
Texas
|
-$145K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| $5.74K | – | – | – |
|
27
William Blair & Company
Chicago,
Illinois
| $2.61K | – | – | – |
|
|
VNA
28
Valley National Advisers
Bethlehem,
Pennsylvania
| $2K | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $3 | – | – | – |
|
|
30
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$3.06M | -64,512 | Closed |
|
|
AWS
31
Atria Wealth Solutions
New York
| – | -$282K | -6,330 | Closed |
|
|
RIA
32
Realta Investment Advisors
Wilmington,
Delaware
| – | -$8.4K | -176 | Closed |
|
XRLV Hedge Fund Activity: Q4 2023 in Review
28 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q4 2023, worth a combined $17.2M — down 18% from $20.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XRLV positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $578K. The largest seller was LPL Financial, cutting an estimated $4.44M.
- 28 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q4 2023, up from 26 in Q3 2023.
- Funds reported $17.2M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q4 2023, down 18% quarter-over-quarter.
- 5 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q4 2023 and 3 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF buyer in Q4 2023 was Morgan Stanley, an estimated $578K added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q4 2023 was LPL Financial, an estimated $4.44M sold.
Based on aggregated 13F filings for Q4 2023.