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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.

28 hedge funds and large institutions have $67.7M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

19% more capital invested

Capital invested by funds: $57.1M → $67.7M (+$10.6M)

17% more funds holding

Funds holding: 2428 (+4)

12.68% more ownership

Funds ownership: 33.41%46.09% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
10
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1
AJ Wealth Strategies
New York
$21.4M +$2.74M +77,020 +15%
HighTower Advisors
2
HighTower Advisors
Illinois
$15.8M -$375K -10,546 -2%
Bank of America
3
Bank of America
North Carolina
$7.12M +$2.5M +70,424 +56%
UBS Group
4
UBS Group
Switzerland
$6.48M -$1.13M -31,848 -15%
Ameriprise
5
Ameriprise
Minnesota
$3.65M +$3.58M +100,524 New
LPL Financial
6
LPL Financial
California
$2.39M +$511K +14,378 +28%
Jane Street
7
Jane Street
New York
$1.7M -$1.9M -53,472 -53%
Morgan Stanley
8
Morgan Stanley
New York
$1.38M +$906K +25,485 +204%
CA
9
Cetera Advisors
Colorado
$1.32M -$94.1K -2,646 -7%
RJA
10
Raymond James & Associates
Florida
$985K +$71.5K +2,010 +8%
MML Investors Services
11
MML Investors Services
Massachusetts
$984K +$965K +27,139 New
AG
12
Advisor Group
Arizona
$757K +$48.4K +1,360 +7%
BTS
13
BB&T Securities
Virginia
$730K +$102K +2,878 +17%
FAAS
14
First Allied Advisory Services
California
$685K +$782 +22 +0.1%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$535K +$47.9K +1,347 +10%
APA
16
American Portfolios Advisors
New York
$483K +$473K +13,309 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$379K +$362K +10,179 +3,597%
SG Americas Securities
18
SG Americas Securities
New York
$374K +$367K +10,324 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$220K +$217K +6,090 New
BAM
20
Belpointe Asset Management
Nevada
$124K +$122K +3,423 New
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$82K -$2.49K -70 -3%
SWP
22
Stratos Wealth Partners
Ohio
$36K +$35.2K +990 New
Wells Fargo
23
Wells Fargo
California
$31K -$11.7K -330 -28%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$18K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$12K