We are live on ! Find out more
XRLV

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

Delisted

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

30 hedge funds and large institutions have $11.5M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

15% more funds holding

Funds holding: 2630 (+4)

7.82% less ownership

Funds ownership: 31.52%23.7% (-7.8%)

31% less capital invested

Capital invested by funds: $16.6M → $11.5M (-$5.11M)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$2.32M -$1.76M -41,680 -44%
Bank of America
2
Bank of America
North Carolina
$1.22M +$79.5K +1,880 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.04M -$38.4K -908 -4%
FA
4
Faithward Advisors
Pennsylvania
$950K -$140K -3,310 -13%
LPL Financial
5
LPL Financial
California
$711K -$388K -9,174 -36%
Morgan Stanley
6
Morgan Stanley
New York
$705K -$133K -3,144 -16%
MML Investors Services
7
MML Investors Services
Massachusetts
$565K -$38.4K -908 -7%
DADC
8
D.A. Davidson & Co
Montana
$534K +$513K +12,129 New
AF
9
Apexium Financial
Texas
$470K -$21.8K -515 -5%
SWA
10
SFMG Wealth Advisors
Texas
$442K
APA
11
American Portfolios Advisors
New York
$397K -$50.7K -1,200 -12%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$278K -$699K -16,529 -72%
FFN
13
Focus Financial Network
Minnesota
$260K +$250K +5,904 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$248K +$238K +5,641 New
UBS Group
15
UBS Group
Switzerland
$236K +$2.16K +51 +1%
AWS
16
AJ Wealth Strategies
New York
$225K +$719 +17 +0.3%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$211K +$203K +4,800 New
Goldman Sachs
18
Goldman Sachs
New York
$211K +$203K +4,800 New
BAM
19
Belpointe Asset Management
Nevada
$139K +$296 +7 +0.2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$55K -$215K -5,089 -80%
VNA
21
Valley National Advisers
Pennsylvania
$51K +$35.6K +841 +264%
CIAS
22
Capital Investment Advisory Services
North Carolina
$45K
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$44K +$42.3K +1,000 New
Wells Fargo
24
Wells Fargo
California
$37K -$12.4K -293 -26%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$32K