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 $14M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0.18% less ownership
Funds ownership: 44.21% → 44.03% (-0.18%)
3% less funds holding
Funds holding: 29 → 28 (-1)
13% less capital invested
Capital invested by funds: $16.2M → $14M (-$2.17M)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.08M |
| 2 |
Jane Street
New York
|
+$226K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$29.4K |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$27.1K |
| 5 |
Goldman Sachs
New York
|
+$5.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$621K |
| 2 |
Two Sigma Investments
New York
|
-$406K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$194K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$124K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$61.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
William Blair & Company
Chicago,
Illinois
| $2.97K | – | – | – |
|
|
MWA
27
Medallion Wealth Advisors
Farmington,
Connecticut
| $1.3K | – | – | – |
|
|
28
UBS Group
Zurich,
Switzerland
| $432 | -$124K | -2,281 | -100% |
|
29
Wells Fargo
San Francisco,
California
| $4 | – | – | – |
|
|
30
Two Sigma Investments
New York
| – | -$406K | -7,311 | Closed |
|
|
AAS
31
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$24.6K | -443 | Closed |
|
XRLV Hedge Fund Activity: Q4 2025 in Review
28 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q4 2025, worth a combined $14M — down 13% from $16.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XRLV positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $1.08M. The largest seller was LPL Financial, cutting an estimated $621K.
- 28 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q4 2025, down from 29 in Q3 2025.
- Funds reported $14M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q4 2025, down 13% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q4 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 Q4 2025 was United Capital Financial Advisors, an estimated $1.08M added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q4 2025 was LPL Financial, an estimated $621K sold.
Based on aggregated 13F filings for Q4 2025.