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 $17.7M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
7% more funds holding
Funds holding: 29 → 31 (+2)
0.38% more ownership
Funds ownership: 43.52% → 43.9% (+0.38%)
0% less capital invested
Capital invested by funds: $17.7M → $17.7M (-$18.5K)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$909K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$241K |
| 3 |
Jane Street
New York
|
+$187K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$61.4K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$15.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$448K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$164K |
| 3 |
AF
Apexium Financial
Dallas,
Texas
|
-$94K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$88.6K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$67.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
AE Wealth Management
Topeka,
Kansas
| $15.1K | +$15.6K | +285 | New |
|
|
EWM
27
EPG Wealth Management
Atlanta,
Georgia
| $3.28K | – | – | – |
|
|
VNA
28
Valley National Advisers
Bethlehem,
Pennsylvania
| $3K | – | – | – |
|
29
William Blair & Company
Chicago,
Illinois
| $2.92K | – | – | – |
|
|
MWA
30
Medallion Wealth Advisors
Farmington,
Connecticut
| $1.27K | +$1.31K | +24 | New |
|
31
Wells Fargo
San Francisco,
California
| $27 | +$55 | +1 | New |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$39.7K | -731 | Closed |
|
|
RIA
33
Realta Investment Advisors
Wilmington,
Delaware
| – | -$9.65K | -176 | Closed |
|
34
Fidelity Investments
Boston,
Massachusetts
| – | -$54 | -1 | Closed |
|
XRLV Hedge Fund Activity: Q4 2024 in Review
31 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q4 2024, worth a combined $17.7M — down 0.1% from $17.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XRLV positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 12 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $909K. The largest seller was Ausdal Financial Partners, cutting an estimated $448K.
- 31 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q4 2024, up from 29 in Q3 2024.
- Funds reported $17.7M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q4 2024, down 0.1% quarter-over-quarter.
- 6 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q4 2024 and 3 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $909K added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q4 2024 was Ausdal Financial Partners, an estimated $448K sold.
Based on aggregated 13F filings for Q4 2024.