Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) Institutional Ownership $54.87 +0.08 (+0.15%) As of 05/23/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (NYSEARCA:XRLV)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$7.56MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$1.40M Get XRLV Insider Trade Alerts Want to know when executives and insiders are buying or selling Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data XRLV Institutional Buying and Selling by Quarter Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/14/2025 Apexium Financial LP21,967$1.24M0.1%-1.7%2.679% 5/7/2025 LPL Financial LLC116,822$6.61M0.0%+407.4%14.247% 2/17/2025 Citadel Advisors LLC7,627$404K0.0%+17.3%0.908% 2/17/2025 Bank of America Corp DE29,241$1.55M0.0%-2.2%3.481% 2/14/2025 Jane Street Group LLC9,357$496K0.0%+57.6%1.114% 2/13/2025 Raymond James Financial Inc.5,129$272K0.0%N/A0.611% 2/13/2025 Bank of Montreal Can55,312$2.93M0.0%-5.1%6.585% 2/12/2025 Ausdal Financial Partners Inc.5,051$268K0.0%-61.9%0.601% 2/11/2025 LPL Financial LLC23,024$1.22M0.0%-4.2%2.741% 2/6/2025 Raymond James Financial Inc.5,129$272K0.0%N/A0.611% Get the Latest News and Ratings for XRLV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF and its competitors with MarketBeat's FREE daily newsletter. 2/6/2025 Jones Financial Companies Lllp18,897$1.00M0.0%+736.5%2.250% 1/31/2025 D.A. Davidson & CO.8,226$436K0.0%-13.1%0.979% 1/30/2025 Roxbury Financial LLC862$49K0.0%N/A0.103% 1/22/2025 Apexium Financial LP22,355$1.19M0.1%-7.1%2.661% 11/15/2024 Jane Street Group LLC5,939$322K0.0%N/A0.707% 11/15/2024 HighTower Advisors LLC39,549$2.15M0.0%-2.3%4.708% 11/13/2024 D.A. Davidson & CO.9,466$514K0.0%-5.6%1.127% 10/9/2024 Northstar Group Inc.3,965$215K0.0%N/A0.472% 8/14/2024 Bank of Montreal Can58,312$2.92M0.0%-11.7%6.942% 8/6/2024 Ausdal Financial Partners Inc.22,768$1.12M0.1%-6.4%2.710% 5/6/2024 MGB Wealth Management LLC29,467$1.47M0.6%-3.7%3.508% 2/12/2024Focus Financial Network Inc. ADV7,454$353K0.0%N/A0.731% 2/9/2024 D.A. Davidson & CO.10,129$480K0.0%-3.6%0.993% 2/8/2024 Apexium Financial LP32,294$1.53M0.1%-9.0%3.166% 2/5/2024 Silver Oak Securities Incorporated7,129$338K0.0%-6.0%0.699% 1/25/2024 International Assets Investment Management LLC88,587$4.20M0.0%N/A8.685% 1/24/2024 International Assets Investment Management LLC88,587$4.20M0.0%N/A8.685% 11/13/2023 LPL Financial LLC151,241$6.74M0.0%+6.5%14.828% 11/8/2023 D.A. Davidson & CO.10,510$469K0.0%-2.4%1.030% 10/25/2023 Apexium Financial LP35,478$1.58M0.2%-3.8%3.478% 8/2/2023 Bank of Montreal Can66,512$3.18M0.0%N/A6.521% 8/2/2023 Silver Oak Securities Incorporated7,584$362K0.1%N/A0.744% 7/31/2023 LPL Financial LLC141,952$6.78M0.0%-2.7%13.392% 7/26/2023 Janney Montgomery Scott LLC7,724$369K0.0%-5.6%0.729% 5/17/2023 Apexium Financial LP36,966$1.75M0.2%-3.1%3.487% 5/10/2023 LPL Financial LLC145,910$6.91M0.0%-29.4%13.765% 5/4/2023 Ausdal Financial Partners Inc.23,422$1.11M0.2%-1.3%2.210% 4/28/2023 Janney Montgomery Scott LLC8,185$388K0.0%-4.7%0.772% 4/26/2023 Valley National Advisers Inc.744$36K0.0%-45.9%0.070% 4/25/2023 D.A. Davidson & CO.10,767$510K0.0%-3.9%1.016% $19 for a FULL YEAR of stock picks?! (Ad)Invest in Musk's AI Play With Just $100 You don't need deep pockets to ride the next wave of AI wealth. Discover how a $100 investment could give you exposure to Musk's private AI project — via one overlooked stock.Watch the exclusive AI investor briefing >>>2/15/2023 Apexium Financial LP38,144$1.85M0.2%-11.3%3.127% 2/7/2023 LPL Financial LLC206,658$10.05M0.0%+33.9%16.939% 2/3/2023 Ausdal Financial Partners Inc.23,733$1.15M0.2%N/A1.945% 2/3/2023 D.A. Davidson & CO.11,204$545K0.0%-7.4%0.918% 11/10/2022 Bank of Montreal Can77,130$3.84M0.0%-8.3%6.649% 10/25/2022 Janney Montgomery Scott LLC8,567$375K0.0%+10.7%0.739% 8/15/2022 Atria Wealth Solutions Inc.6,330$293K0.0%-13.6%0.560% 8/12/2022 LPL Financial LLC181,147$8.38M0.0%+17.2%16.031% 8/11/2022 Bank of Montreal Can84,130$4.03M0.0%-15.1%7.445% 8/3/2022 Janney Montgomery Scott LLC7,741$358K0.0%+4.1%0.685% 7/28/2022 Apexium Financial LP8,514$394K0.2%-3.0%0.753% 5/12/2022 HighTower Advisors LLC46,170$2.33M0.0%-0.9%4.122% 5/4/2022 Advisor Group Holdings Inc.20,846$1.05M0.0%-2.1%1.861% 4/19/2022 Apexium Financial LP8,778$443K0.2%-5.1%0.784% 2/14/2022 Ambassador Advisors LLC16,833$876K0.2%-8.8%1.464% 2/11/2022 Bank of Montreal Can99,130$5.16M0.0%-50.0%8.620% 2/3/2022 Advisor Group Holdings Inc.21,297$1.11M0.0%-1.7%1.852% 1/31/2022 Northstar Group Inc.3,965$207K0.0%N/A0.345% 1/19/2022 Apexium Financial LP9,254$482K0.2%-3.4%0.805% 11/16/2021 Ambassador Advisors LLC18,452$862K0.2%-8.4%1.774% 11/15/2021 HighTower Advisors LLC46,708$2.18M0.0%-0.4%4.491% 10/29/2021 Janney Montgomery Scott LLC8,163$381K0.0%+37.3%0.785% 10/12/2021 Apexium Financial LP9,577$447K0.3%-3.8%0.921% 8/16/2021 Bank of America Corp DE28,581$1.34M0.0%+3.5%2.696% 8/16/2021 MML Investors Services LLC12,618$590K0.0%-1.7%1.190% 8/12/2021 Bank of Montreal Can203,260$9.49M0.0%N/A19.175% 8/12/2021 CIBC World Markets Inc.6,430$301K0.0%+34.0%0.607% 8/6/2021 HighTower Advisors LLC46,911$2.19M0.0%-10.8%4.426% 8/2/2021 Advisor Group Holdings Inc.21,769$1.02M0.0%-7.9%2.054% 8/2/2021 Valley National Advisers Inc.1,376$64K0.0%+18.6%0.130% 5/18/2021 Morgan Stanley16,014$705K0.0%-16.4%1.456% 5/17/2021 Royal Bank of Canada1,252$55K0.0%-80.3%0.114% 5/17/2021 Goldman Sachs Group Inc.4,800$211K0.0%N/A0.436% 5/14/2021 MML Investors Services LLC12,840$565K0.0%-6.6%1.167% 5/14/2021 Apexium Financial LP10,661$470K0.3%-4.6%0.969% 5/13/2021 Ambassador Advisors LLC21,561$950K0.2%-13.3%1.960% 5/11/2021 CIBC World Markets Inc.4,800$211K0.0%N/A0.436% 5/10/2021 HighTower Advisors LLC52,563$2.32M0.0%-44.2%4.778% 5/7/2021 D.A. Davidson & CO.12,129$534K0.0%N/A1.103% (Data available from 1/1/2016 forward) XRLV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of XRLV shares? During the previous two years, 18 institutional investors and hedge funds held shares of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF. The most heavily invested institutionals were LPL Financial LLC ($6.61M), International Assets Investment Management LLC ($4.20M), Bank of Montreal Can ($2.93M), HighTower Advisors LLC ($2.15M), Bank of America Corp DE ($1.55M), MGB Wealth Management LLC ($1.47M), and Apexium Financial LP ($1.24M).Learn more on XRLV's institutional investors. Which institutional investors have been buying Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock? Of the 11 institutional investors that purchased Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($177.17K), LPL Financial LLC ($103.09K), Bank of Montreal Can ($66.51K), Jones Financial Companies Lllp ($16.64K), Raymond James Financial Inc. ($10.26K), Jane Street Group LLC ($9.36K), and Silver Oak Securities Incorporated ($7.58K). How much institutional buying is happening at Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF? Institutional investors have bought a total of 404,015 shares in the last 24 months. This purchase volume represents approximately $20.26M in transactions. Which Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF major shareholders have been selling company stock? Of the 10 institutional investors that sold Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($10.70K), Ausdal Financial Partners Inc. ($9.76K), Apexium Financial LP ($6.68K), LPL Financial LLC ($4.97K), D.A. Davidson & CO. ($2.44K), MGB Wealth Management LLC ($1.13K), and HighTower Advisors LLC ($921.00). How much institutional selling is happening at Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF? Institutional investors have sold a total of 38,184 shares in the last 24 months. This volume of shares sold represents approximately $1.93M in transactions. 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