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XRLV

Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF

Delisted

XRLV was delisted on the 23rd of February, 2026.

18 hedge funds and large institutions have $44.1M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $41.9M → $44.1M (+$2.19M)

0.12% more ownership

Funds ownership: 35.02%35.14% (+0.12%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

14% less funds holding

Funds holding: 2118 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$22.8M +$780K +25,897 +4%
UBS Group
2
UBS Group
Switzerland
$7.08M +$1.21M +40,138 +21%
Bank of America
3
Bank of America
North Carolina
$6.7M +$921K +30,591 +16%
CA
4
Cetera Advisors
Colorado
$2.07M +$56.5K +1,875 +3%
OAM
5
Occidental Asset Management
California
$1.53M +$50.2K +1,668 +3%
Jane Street
6
Jane Street
New York
$1.12M +$1.1M +36,581 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$666K -$316K -10,498 -33%
Morgan Stanley
8
Morgan Stanley
New York
$447K -$102K -3,375 -19%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$361K -$94.6K -3,141 -21%
BTS
10
BB&T Securities
Virginia
$344K +$339K +11,269 New
AG
11
Advisor Group
Arizona
$303K +$24.4K +810 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$275K -$3.85K -128 -1%
AWS
13
AJ Wealth Strategies
New York
$217K
Wells Fargo
14
Wells Fargo
California
$67K -$35.6K -1,181 -35%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$21K -$2.73M -90,699 -99%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$15K
VNA
17
Valley National Advisers
Pennsylvania
$10K
IA
18
IFP Advisors
Florida
$1K
Citadel Advisors
19
Citadel Advisors
Florida
-$289K -9,805 Closed
TSS
20
Two Sigma Securities
New York
-$216K -7,309 Closed
AIM
21
Advantage Investment Management
Iowa
-$7K -225 Closed
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
-$1K -28 Closed
Creative Planning
23
Creative Planning
Kansas
-$1K -25 Closed