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 $23M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 30 → 31 (+1)
0.95% more ownership
Funds ownership: 50.58% → 51.53% (+0.95%)
1% less capital invested
Capital invested by funds: $23.2M → $23M (-$189K)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$353K |
| 2 |
LPL Financial
San Diego,
California
|
+$192K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$126K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$60.8K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$48.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$276K |
| 2 |
MWM
MGB Wealth Management
Addison,
Texas
|
-$64.6K |
| 3 |
AF
Apexium Financial
Dallas,
Texas
|
-$31.8K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$16.1K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$15.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Raymond James Financial
St Petersburg,
Florida
| $4.9K | -$276K | -5,037 | -98% |
|
27
William Blair & Company
Chicago,
Illinois
| $3.03K | – | – | – |
|
|
VNA
28
Valley National Advisers
Bethlehem,
Pennsylvania
| $3K | – | – | – |
|
|
MWA
29
Medallion Wealth Advisors
Farmington,
Connecticut
| $1.33K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $71 | – | – | – |
|
31
Fidelity Investments
Boston,
Massachusetts
| $55 | +$55 | +1 | New |
|
|
AWM
32
AE Wealth Management
Topeka,
Kansas
| – | -$16.1K | -285 | Closed |
|
|
EWM
33
EPG Wealth Management
Atlanta,
Georgia
| – | -$3.52K | -62 | Closed |
|
XRLV Hedge Fund Activity: Q2 2025 in Review
31 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q2 2025, worth a combined $23M — down 0.81% from $23.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XRLV positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $353K. The largest seller was Raymond James Financial, cutting an estimated $276K.
- 31 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q2 2025, up from 30 in Q1 2025.
- Funds reported $23M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q2 2025, down 0.81% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q2 2025 and 2 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF buyer in Q2 2025 was Susquehanna International Group, an estimated $353K added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q2 2025 was Raymond James Financial, an estimated $276K sold.
Based on aggregated 13F filings for Q2 2025.