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 $119M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
17% more funds holding
Funds holding: 24 → 28 (+4)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
1% less capital invested
Capital invested by funds: $120M → $119M (-$1.8M)
3.23% less ownership
Funds ownership: 70.64% → 67.41% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.49M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.18M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$2.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$648K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$561K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$5.5M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.97M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$1.49M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.03M |
| 5 |
OAM
Occidental Asset Management
Burlingame,
California
|
-$926K |
XRLV Hedge Fund Activity: Q4 2016 in Review
28 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q4 2016, worth a combined $119M — down 1.5% from $120M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XRLV positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $4.49M. The largest seller was RiverFront Investment Group, cutting an estimated $5.5M.
- 28 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q4 2016, up from 24 in Q3 2016.
- Funds reported $119M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q4 2016, down 1.5% quarter-over-quarter.
- 8 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q4 2016 and 4 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF buyer in Q4 2016 was Janney Montgomery Scott, an estimated $4.49M added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q4 2016 was RiverFront Investment Group, an estimated $5.5M sold.
Based on aggregated 13F filings for Q4 2016.