Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
XRLV was delisted on the 23rd of February, 2026.
30 hedge funds and large institutions have $23.2M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 3 closing their positions.
31% more capital invested
Capital invested by funds: $17.7M → $23.2M (+$5.47M)
6.68% more ownership
Funds ownership: 43.9% → 50.58% (+6.7%)
3% less funds holding
Funds holding: 31 → 30 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.13M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$494K |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$24.6K |
| 4 |
JP Morgan Chase
New York
|
+$15.5K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$602 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$496K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$383K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$233K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$172K |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$55.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
26
EPG Wealth Management
Atlanta,
Georgia
| $3.52K | – | – | – |
|
27
William Blair & Company
Chicago,
Illinois
| $3.11K | – | – | – |
|
|
VNA
28
Valley National Advisers
Bethlehem,
Pennsylvania
| $3K | – | – | – |
|
|
MWA
29
Medallion Wealth Advisors
Farmington,
Connecticut
| $1.36K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $79 | – | – | – |
|
|
31
Jane Street
New York
| – | -$496K | -9,357 | Closed |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$233K | -4,405 | Closed |
|
|
CIAS
33
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$17.2K | -325 | Closed |
|
XRLV Hedge Fund Activity: Q1 2025 in Review
30 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q1 2025, worth a combined $23.2M — up 31% from $17.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XRLV and 2 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 5 added.
The largest buyer was LPL Financial, adding an estimated $5.13M. The largest seller was Jane Street, exiting entirely with an estimated $496K sold.
- 30 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q1 2025, down from 31 in Q4 2024.
- Funds reported $23.2M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q1 2025, up 31% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q1 2025 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 2025 was LPL Financial, an estimated $5.13M added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q1 2025 was Jane Street, an estimated $496K sold.
Based on aggregated 13F filings for Q1 2025.