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.

31 hedge funds and large institutions have $24.3M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3231 (-1)

6.35% less ownership

Funds ownership: 53.4%47.06% (-6.3%)

23% less capital invested

Capital invested by funds: $31.6M → $24.3M (-$7.26M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.91M -$2.88M -60,748 -29%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.54M -$145K -3,050 -4%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.92M -$30.4K -640 -2%
AF
4
Apexium Financial
Texas
$1.75M -$55.9K -1,178 -3%
Bank of America
5
Bank of America
North Carolina
$1.39M -$7.36K -155 -0.5%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.27M -$64.9K -1,367 -5%
AFP
7
Ausdal Financial Partners
Iowa
$1.11M -$14.8K -311 -1%
Mariner
8
Mariner
Kansas
$974K -$6.41K -135 -0.7%
Morgan Stanley
9
Morgan Stanley
New York
$801K -$3.46M -72,804 -81%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$741K +$351K +7,385 +89%
DADC
11
D.A. Davidson & Co
Montana
$510K -$20.8K -437 -4%
SWA
12
SFMG Wealth Advisors
Texas
$476K
Citadel Advisors
13
Citadel Advisors
Florida
$474K +$239K +5,032 +101%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$388K -$19K -400 -5%
FA
15
Faithward Advisors
Pennsylvania
$376K -$368K -7,758 -50%
Jane Street
16
Jane Street
New York
$352K +$353K +7,434 New
AWS
17
Atria Wealth Solutions
New York
$300K
AWS
18
AJ Wealth Strategies
New York
$245K +$1.28K +27 +0.5%
NA
19
NewEdge Advisors
Louisiana
$192K +$47 +1 +0%
UBS Group
20
UBS Group
Switzerland
$178K -$70.4K -1,482 -28%
BAM
21
Belpointe Asset Management
Nevada
$152K +$475 +10 +0.3%
CIAS
22
Capital Investment Advisory Services
North Carolina
$43.2K -$1.99K -42 -4%
ASN
23
Advisory Services Network
Georgia
$40.2K +$95 +2 +0.2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$38K -$20.2K -425 -34%
VNA
25
Valley National Advisers
Pennsylvania
$36K -$30K -631 -46%