XRLV icon

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

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-2
Holders Change %
-7.14%
% 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
4
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.3M
2
Jane Street
2
Jane Street
New York
$895K
3
AFP
3
Ausdal Financial Partners
Iowa
$1.22M
4
Citadel Advisors
4
Citadel Advisors
Florida
$400K
5
NA
5
NewEdge Advisors
Louisiana
$246K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$535K
2
FFN
2
Focus Financial Network
Minnesota
$0
3
SOS
3
Silver Oak Securities
Tennessee
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$606K
5
AF
5
Apexium Financial
Texas
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$2.75K – – –
Wells Fargo
27
Wells Fargo
California
$8 -$3 – –
FFN
28
Focus Financial Network
Minnesota
– -$353K -7,454 Closed
SOS
29
Silver Oak Securities
Tennessee
– -$338K -7,129 Closed
ASN
30
Advisory Services Network
Georgia
– -$40.6K -856 Closed
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
– -$23.7K -500 Closed
1
2