Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) Institutional Ownership $56.23 +0.17 (+0.30%) Closing price 08/22/2025 04:10 PM EasternExtended Trading$56.25 +0.02 (+0.04%) As of 08/22/2025 04:25 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy 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)9TotalInstitutional Inflows(last 12 months)$7.73MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$1.05M 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 CompanyDetails8/15/2025 Bank of America Corp DE29,621$1.63M0.0%+3.1%3.612% 8/14/2025 MGB Wealth Management LLC28,087$1.55M0.5%-4.0%3.425% 8/5/2025 Bank of Montreal Can50,612$2.79M0.0%+4.8%6.248% 7/30/2025 D.A. Davidson & CO.7,914$436K0.0%-3.5%0.977% 7/22/2025 Apexium Financial LP21,386$1.18M0.1%-2.6%2.640% 5/14/2025 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% 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. 2/13/2025 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% 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% Could This Be the End of Retirement Worries? (Ad)Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boom. For retirees, that could mean a way to generate reliable monthly income—without the outdated 4% withdrawal rule, risky trading, or high-fee annuities. If you’re ready to stop worrying about money running out and start enjoying the freedom to cover expenses, treat loved ones, and live life on your terms, this may be exactly what you’ve been waiting for.Click here to see how to turn your savings into a monthly income machine.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% 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% 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% (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, 17 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 ($2.79M), HighTower Advisors LLC ($2.15M), Bank of America Corp DE ($1.63M), MGB Wealth Management LLC ($1.55M), and Apexium Financial LP ($1.18M).Learn more on Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF's institutional investors. Which institutional investors have been buying Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF's stock? Of the 11 institutional investors that purchased Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF's 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), Jones Financial Companies Lllp ($16.64K), Raymond James Financial Inc. ($10.26K), Jane Street Group LLC ($9.36K), Focus Financial Network Inc. ADV ($7.45K), and Northstar Group Inc. ($3.97K). How much institutional buying is happening at Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF? Institutional investors have bought a total of 139,187 shares in the last 24 months. This purchase volume represents approximately $7.73M in transactions. Which of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF's major shareholders have been selling company stock? The following institutional investors have sold Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock in the last 24 months: Ausdal Financial Partners Inc. ($8.19K), Bank of Montreal Can ($3K), Apexium Financial LP ($2.69K), D.A. Davidson & CO. ($2.09K), MGB Wealth Management LLC ($1.18K), LPL Financial LLC ($1.02K), 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 19,748 shares in the last 24 months. This volume of shares sold represents approximately $1.05M in transactions. Related Companies APRT Institutional Ownership CPSJ Institutional Ownership CPSA Institutional Ownership NVBT Institutional Ownership TLCI Institutional Ownership XRMI Institutional Ownership EGGQ Institutional Ownership SPBW Institutional Ownership FLCC Institutional Ownership CPNJ Institutional Ownership This page (NYSEARCA:XRLV) was last updated on 8/24/2025 by MarketBeat.com Staff From Our PartnersCould This Be the End of Retirement Worries?Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...Investors Alley | SponsoredTax Drain Deadline: Protect Your Wealth Before September 15thOn September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...American Alternative | SponsoredGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...Priority Gold | SponsoredIs Elon's empire crumbling?The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...Brownstone Research | SponsoredTrump’s betrayal exposedTrump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...Porter & Company | SponsoredTrump’s “new dollar” could shock Americans"I Made Millions in the Tech Boom. Here's Where I'd Put My Money Today" This man has called some of the big...Stansberry Research | SponsoredHere's the last trade you should make before heading out for the weekend tomorrow.On a quiet Friday afternoon, one trader spotted an overlooked stock. He bought shares. He shut down his ...Timothy Sykes | SponsoredTrump’s SHOCKING Plan to Create MASSIVE Wealth for AmericansJames Altucher says Donald Trump just made a move so surprising, it could go down as the most lucrative presid...Paradigm Press | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access