Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
XRLV was delisted on the 23rd of February, 2026.
26 hedge funds and large institutions have $19.6M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.
19% more capital invested
Capital invested by funds: $16.5M → $19.6M (+$3.06M)
6.91% more ownership
Funds ownership: 39.15% → 46.06% (+6.9%)
7% less funds holding
Funds holding: 28 → 26 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.19M |
| 2 |
Jane Street
New York
|
+$632K |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$44.1K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$22.2K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$14.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$353K |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$338K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$304K |
| 4 |
AF
Apexium Financial
Dallas,
Texas
|
-$286K |
| 5 |
LPL Financial
San Diego,
California
|
-$211K |
XRLV Hedge Fund Activity: Q1 2024 in Review
26 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) for Q1 2024, worth a combined $19.6M — up 19% from $16.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of XRLV and 2 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 4 added.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $3.19M. The largest seller was Focus Financial Network, exiting entirely with an estimated $353K sold.
- 26 institutional investors held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) as of Q1 2024, down from 28 in Q4 2023.
- Funds reported $19.6M of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock for Q1 2024, up 19% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF positions in Q1 2024 and 4 closed out, a net change of -2 holders.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF buyer in Q1 2024 was Bank of Montreal, an estimated $3.19M added.
- The largest Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF seller in Q1 2024 was Focus Financial Network, an estimated $353K sold.
Based on aggregated 13F filings for Q1 2024.