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.

29 hedge funds and large institutions have $16.2M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

6% less funds holding

Funds holding: 3129 (-2)

7.31% less ownership

Funds ownership: 51.53%44.21% (-7.3%)

29% less capital invested

Capital invested by funds: $23M → $16.2M (-$6.76M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$2.13M -$51.3K -929 -2%
LPL Financial
2
LPL Financial
California
$1.7M -$4.96M -89,760 -75%
Bank of America
3
Bank of America
North Carolina
$1.68M +$37.6K +680 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.6M +$276 +5 +0%
MWM
5
MGB Wealth Management
Texas
$1.56M +$166 +3 +0%
AF
6
Apexium Financial
Texas
$1.16M -$29.4K -532 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.04M -$134K -2,433 -12%
SWA
8
SFMG Wealth Advisors
Texas
$558K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$507K +$148K +2,670 +41%
DADC
10
D.A. Davidson & Co
Montana
$434K -$5.53K -100 -1%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$431K +$608 +11 +0.1%
Morgan Stanley
12
Morgan Stanley
New York
$411K -$9.12K -165 -2%
Two Sigma Investments
13
Two Sigma Investments
New York
$406K +$404K +7,311 New
Goldman Sachs
14
Goldman Sachs
New York
$356K
WAM
15
WNY Asset Management
New York
$352K +$350K +6,330 New
NA
16
NewEdge Advisors
Louisiana
$324K +$5.58K +101 +2%
SOS
17
Silver Oak Securities
Tennessee
$324K -$38.7K -700 -11%
Citadel Advisors
18
Citadel Advisors
Florida
$289K +$27.7K +501 +11%
FA
19
Faithward Advisors
Pennsylvania
$250K -$2.43K -44 -1%
AFP
20
Ausdal Financial Partners
Iowa
$225K
NG
21
Northstar Group
New York
$220K
UBS Group
22
UBS Group
Switzerland
$127K +$121K +2,188 +2,166%
RF
23
Roxbury Financial
New Jersey
$48.3K +$111 +2 +0.2%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25K
AAS
25
Ameritas Advisory Services
Nebraska
$24.6K