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Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) Institutional Ownership

Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF logo
$57.25 0.00 (0.00%)
As of 02/25/2026
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (NYSEARCA:XRLV)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$1.07M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$959.54K
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2026 Osaic Holdings Inc.17,758$959K0.0%-4.8%3.229%
2/12/2026 Jane Street Group LLC4,164$225K0.0%N/A0.757%
2/11/2026 LPL Financial LLC19,134$1.03M0.0%-37.4%3.479%
2/6/2026 HighTower Advisors LLC37,165$2.01M0.0%-3.0%6.757%
11/18/2025Apexium Financial LP20,854$1.16M0.1%-2.5%3.258%
11/17/2025 Susquehanna International Group LLP9,119$507K0.0%+41.4%1.425%
11/17/2025 Citadel Advisors LLC5,191$289K0.0%+10.7%0.811%
11/17/2025 Bank of America Corp DE30,301$1.69M0.0%+2.3%4.735%
11/14/2025 Two Sigma Investments LP7,311$406K0.0%N/A1.142%
11/7/2025 HighTower Advisors LLC38,296$2.13M0.0%-2.4%5.984%
10/21/2025 Silver Oak Securities Incorporated5,829$324K0.0%-10.7%0.897%
9/4/2025 Osaic Holdings Inc.21,088$1.16M0.0%+4.0%2.572%
8/15/2025 Bank of America Corp DE29,621$1.63M0.0%+3.1%3.612%
8/14/2025MGB 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%
7/22/2025Apexium Financial LP21,386$1.18M0.1%-2.6%2.640%
5/14/2025Apexium Financial LP21,967$1.24M0.1%-1.7%2.679%
5/7/2025LPL Financial LLC116,822$6.61M0.0%+407.4%14.247%
2/17/2025Citadel Advisors LLC7,627$404K0.0%+17.3%0.908%
2/17/2025Bank of America Corp DE29,241$1.55M0.0%-2.2%3.481%
2/14/2025Jane Street Group LLC9,357$496K0.0%+57.6%1.114%
2/13/2025Raymond James Financial Inc.5,129$272K0.0%N/A0.611%
2/13/2025Bank of Montreal Can55,312$2.93M0.0%-5.1%6.585%
2/12/2025Ausdal Financial Partners Inc.5,051$268K0.0%-61.9%0.601%
2/11/2025LPL Financial LLC23,024$1.22M0.0%-4.2%2.741%
2/6/2025Raymond James Financial Inc.5,129$272K0.0%N/A0.611%
2/6/2025Jones Financial Companies Lllp18,897$1.00M0.0%+736.5%2.250%
1/31/2025D.A. Davidson & CO.8,226$436K0.0%-13.1%0.979%
1/30/2025Roxbury Financial LLC862$49K0.0%N/A0.103%
1/22/2025Apexium Financial LP22,355$1.19M0.1%-7.1%2.661%
11/15/2024Jane Street Group LLC5,939$322K0.0%N/A0.707%
11/15/2024HighTower Advisors LLC39,549$2.15M0.0%-2.3%4.708%
11/13/2024D.A. Davidson & CO.9,466$514K0.0%-5.6%1.127%
10/9/2024Northstar Group Inc.3,965$215K0.0%N/A0.472%
8/14/2024Bank of Montreal Can58,312$2.92M0.0%-11.7%6.942%
8/6/2024Ausdal Financial Partners Inc.22,768$1.12M0.1%-6.4%2.710%
5/6/2024MGB Wealth Management LLC29,467$1.47M0.6%-3.7%3.508%
2/12/2024Focus Financial Network Inc. ADV7,454$353K0.0%N/A0.731%
2/9/2024D.A. Davidson & CO.10,129$480K0.0%-3.6%0.993%
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2/8/2024Apexium Financial LP32,294$1.53M0.1%-9.0%3.166%
2/5/2024Silver Oak Securities Incorporated7,129$338K0.0%-6.0%0.699%
1/25/2024International Assets Investment Management LLC88,587$4.20M0.0%N/A8.685%
1/24/2024International Assets Investment Management LLC88,587$4.20M0.0%N/A8.685%
11/13/2023LPL Financial LLC151,241$6.74M0.0%+6.5%14.828%
11/8/2023D.A. Davidson & CO.10,510$469K0.0%-2.4%1.030%
10/25/2023Apexium Financial LP35,478$1.58M0.2%-3.8%3.478%
8/2/2023Bank of Montreal Can66,512$3.18M0.0%N/A6.521%
8/2/2023Silver Oak Securities Incorporated7,584$362K0.1%N/A0.744%
7/31/2023LPL Financial LLC141,952$6.78M0.0%-2.7%13.392%
7/26/2023Janney Montgomery Scott LLC7,724$369K0.0%-5.6%0.729%
5/17/2023Apexium Financial LP36,966$1.75M0.2%-3.1%3.487%
5/10/2023LPL Financial LLC145,910$6.91M0.0%-29.4%13.765%
5/4/2023Ausdal Financial Partners Inc.23,422$1.11M0.2%-1.3%2.210%
4/28/2023Janney Montgomery Scott LLC8,185$388K0.0%-4.7%0.772%
4/26/2023Valley National Advisers Inc.744$36K0.0%-45.9%0.070%
4/25/2023D.A. Davidson & CO.10,767$510K0.0%-3.9%1.016%
2/15/2023Apexium Financial LP38,144$1.85M0.2%-11.3%3.127%
2/7/2023LPL Financial LLC206,658$10.05M0.0%+33.9%16.939%
2/3/2023Ausdal Financial Partners Inc.23,733$1.15M0.2%N/A1.945%
2/3/2023D.A. Davidson & CO.11,204$545K0.0%-7.4%0.918%
11/10/2022Bank of Montreal Can77,130$3.84M0.0%-8.3%6.649%
10/25/2022Janney Montgomery Scott LLC8,567$375K0.0%+10.7%0.739%
8/15/2022Atria Wealth Solutions Inc.6,330$293K0.0%-13.6%0.560%
8/12/2022LPL Financial LLC181,147$8.38M0.0%+17.2%16.031%
8/11/2022Bank of Montreal Can84,130$4.03M0.0%-15.1%7.445%
8/3/2022Janney Montgomery Scott LLC7,741$358K0.0%+4.1%0.685%
7/28/2022Apexium Financial LP8,514$394K0.2%-3.0%0.753%
5/12/2022HighTower Advisors LLC46,170$2.33M0.0%-0.9%4.122%
5/4/2022Advisor Group Holdings Inc.20,846$1.05M0.0%-2.1%1.861%
4/19/2022Apexium Financial LP8,778$443K0.2%-5.1%0.784%
2/14/2022Ambassador Advisors LLC16,833$876K0.2%-8.8%1.464%
2/11/2022Bank of Montreal Can99,130$5.16M0.0%-50.0%8.620%


XRLV Institutional Ownership - Frequently Asked Questions

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 Bank of Montreal Can ($2.79M), HighTower Advisors LLC ($2.01M), Bank of America Corp DE ($1.69M), MGB Wealth Management LLC ($1.55M), Apexium Financial LP ($1.16M), LPL Financial LLC ($1.03M), and Jones Financial Companies Lllp ($1.00M).Learn more on Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF's institutional investors.

Of the 12 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: LPL Financial LLC ($93.80K), Jones Financial Companies Lllp ($16.64K), Jane Street Group LLC ($13.52K), Raymond James Financial Inc. ($10.26K), Two Sigma Investments LP ($7.31K), Northstar Group Inc. ($3.97K), and Susquehanna International Group LLP ($2.67K).

Institutional investors have bought a total of 19,331 shares in the last 24 months. This purchase volume represents approximately $1.07M in transactions.

The following institutional investors have sold Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF stock in the last 24 months: LPL Financial LLC ($11.42K), HighTower Advisors LLC ($2.06K), MGB Wealth Management LLC ($1.18K), Apexium Financial LP ($1.11K), Osaic Holdings Inc. ($897.00), Silver Oak Securities Incorporated ($700.00), and D.A. Davidson & CO. ($290.00).

Institutional investors have sold a total of 17,660 shares in the last 24 months. This volume of shares sold represents approximately $959.54K in transactions.


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This page (NYSEARCA:XRLV) was last updated on 5/26/2026 by MarketBeat.com Staff.
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