XRLV icon

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

Overview Fund Activity

27 hedge funds and large institutions have $15.9M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJT
1
Raymond James Trust
Florida
$248K
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$79.9K
3
Bank of America
3
Bank of America
North Carolina
$1.48M
4
NA
4
NewEdge Advisors
Louisiana
$258K
5
EWM
5
Evermay Wealth Management
Virginia
$6.15K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.29M
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
26
Valley National Advisers
Pennsylvania
$3K – – –
William Blair & Company
27
William Blair & Company
Illinois
$2.7K – – –
Wells Fargo
28
Wells Fargo
California
$33 +$33 +1 New
Jane Street
29
Jane Street
New York
– -$895K -17,890 Closed
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
– -$606K -12,116 Closed
Citadel Advisors
31
Citadel Advisors
Florida
– -$400K -7,994 Closed
1
2