Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

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

Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF logo
$55.52 -0.05 (-0.09%)
As of 04:10 PM Eastern
Compare

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)
9
Total
Institutional Inflows
(last 12 months)
$7.73M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional 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.

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 Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 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%
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%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.

Discover the under-the-radar project I believe will skyrocket as a result.
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%
8/2/2021 Valley National Advisers Inc.1,376$64K0.0%+18.6%0.130%
5/18/2021Morgan 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%
(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

This page (NYSEARCA:XRLV) was last updated on 8/15/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsored
GENIUS 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 | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored