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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.

27 hedge funds and large institutions have $73.7M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

14% more capital invested

Capital invested by funds: $64.6M → $73.7M (+$9.11M)

0.72% more ownership

Funds ownership: 49.25%49.97% (+0.72%)

7% less funds holding

Funds holding: 2927 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
12
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$18.4M +$17.7M +506,001 New
HighTower Advisors
2
HighTower Advisors
Illinois
$14.2M -$487K -13,949 -3%
SVCP
3
Silicon Valley Capital Partners
California
$11M -$850K -24,353 -7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.15M +$6.72M +192,479 +617%
UBS Group
5
UBS Group
Switzerland
$5.95M -$603K -17,280 -10%
Bank of America
6
Bank of America
North Carolina
$4.19M -$479K -13,734 -11%
RJA
7
Raymond James & Associates
Florida
$2.36M +$1.11M +31,845 +97%
LPL Financial
8
LPL Financial
California
$2.11M +$111K +3,169 +6%
Jane Street
9
Jane Street
New York
$1.52M +$203K +5,817 +16%
Morgan Stanley
10
Morgan Stanley
New York
$994K +$25.2K +722 +3%
MML Investors Services
11
MML Investors Services
Massachusetts
$988K +$76.7K +2,199 +9%
AG
12
Advisor Group
Arizona
$966K +$102K +2,933 +12%
BTS
13
BB&T Securities
Virginia
$696K -$169K -4,830 -20%
MIAN
14
Mariner Independent Advisor Network
Kansas
$643K +$174K +4,990 +40%
APA
15
American Portfolios Advisors
New York
$562K +$36.1K +1,036 +7%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$490K +$977 +28 +0.2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$221K +$212K +6,090 New
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$82K
Wells Fargo
19
Wells Fargo
California
$31K -$21.4K -614 -42%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$24K -$614K -17,586 -96%
William Blair & Company
21
William Blair & Company
Illinois
$21K +$105 +3 +0.5%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$18K
VNA
23
Valley National Advisers
Pennsylvania
$18K +$907 +26 +6%
CA
24
Cetera Advisors
Colorado
$9K +$8.58K +246 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$7K +$6.38K +183 New