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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.

32 hedge funds and large institutions have $31.6M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

61% more capital invested

Capital invested by funds: $19.6M → $31.6M (+$12M)

10% more funds holding

Funds holding: 2932 (+3)

6.1% more ownership

Funds ownership: 47.3%53.4% (+6.1%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10M +$2.47M +52,371 +34%
Morgan Stanley
2
Morgan Stanley
New York
$4.36M +$3.08M +65,254 +267%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.87M
HighTower Advisors
4
HighTower Advisors
Illinois
$2M -$1.89K -40 -0.1%
AF
5
Apexium Financial
Texas
$1.85M -$229K -4,849 -11%
Bank of America
6
Bank of America
North Carolina
$1.43M -$72K -1,525 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.37M +$384K +8,124 +40%
AFP
8
Ausdal Financial Partners
Iowa
$1.15M +$1.12M +23,733 New
Mariner
9
Mariner
Kansas
$1.01M +$977K +20,699 New
FA
10
Faithward Advisors
Pennsylvania
$757K
DADC
11
D.A. Davidson & Co
Montana
$545K -$42.1K -891 -7%
SWA
12
SFMG Wealth Advisors
Texas
$488K
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$417K +$850 +18 +0.2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$402K -$249K -5,270 -39%
AAS
15
Avantax Advisory Services
Texas
$325K +$315K +6,680 New
AWS
16
Atria Wealth Solutions
New York
$308K
UBS Group
17
UBS Group
Switzerland
$255K +$89.7K +1,899 +57%
AWS
18
AJ Wealth Strategies
New York
$250K +$1.27K +27 +0.5%
Citadel Advisors
19
Citadel Advisors
Florida
$241K +$234K +4,964 New
BAM
20
Belpointe Asset Management
Nevada
$156K +$519 +11 +0.3%
VNA
21
Valley National Advisers
Pennsylvania
$67K -$944 -20 -1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$60K -$97.2K -2,059 -62%
CIAS
23
Capital Investment Advisory Services
North Carolina
$46.3K -$944 -20 -2%
ASN
24
Advisory Services Network
Georgia
$41.2K +$40K +847 New
Wells Fargo
25
Wells Fargo
California
$35.6K