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 $19.6M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.
14% more capital invested
Capital invested by funds: $17.2M → $19.6M (+$2.4M)
5.33% more ownership
Funds ownership: 40.73% → 46.06% (+5.3%)
7% less funds holding
Funds holding: 28 → 26 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.19M |
| 2 |
Jane Street
New York
|
+$632K |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$44.1K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$22.2K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$14.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$841K |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$353K |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$338K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$304K |
| 5 |
AF
Apexium Financial
Dallas,
Texas
|
-$286K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
William Blair & Company
Chicago,
Illinois
| $2.75K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $8 | – | – | – |
|
|
FFN
28
Focus Financial Network
Minneapolis,
Minnesota
| – | -$353K | -7,454 | Closed |
|
|
SOS
29
Silver Oak Securities
Jackson,
Tennessee
| – | -$338K | -7,129 | Closed |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| – | -$40.6K | -856 | Closed |
|
31
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$23.7K | -500 | Closed |
|
XRLV Hedge Fund Activity: Q1 2024 in Review
26 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q1 2024, worth a combined $19.6M — up 14% from $17.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of XRLV and 2 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 4 added.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $3.19M. The largest seller was Morgan Stanley, cutting an estimated $841K.
- 26 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q1 2024, down from 28 in Q4 2023.
- Funds reported $19.6M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q1 2024, up 14% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q1 2024 and 4 closed out, a net change of -2 holders.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF buyer in Q1 2024 was Bank of Montreal, an estimated $3.19M added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q1 2024 was Morgan Stanley, an estimated $841K sold.
Based on aggregated 13F filings for Q1 2024.