Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) Institutional Ownership $55.48 +0.47 (+0.85%) As of 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy 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)10TotalInstitutional Inflows(last 12 months)$7.78MNumber 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. 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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 Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails9/4/2025 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% 8/14/2025 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% 5/14/2025Apexium 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% 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. 2/14/2025Jane 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% 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% 2/3/2022Advisor Group Holdings Inc.21,297$1.11M0.0%-1.7%1.852% 1/31/2022Northstar Group Inc.3,965$207K0.0%N/A0.345% 1/19/2022Apexium Financial LP9,254$482K0.2%-3.4%0.805% 11/16/2021Ambassador Advisors LLC18,452$862K0.2%-8.4%1.774% 11/15/2021HighTower Advisors LLC46,708$2.18M0.0%-0.4%4.491% 10/29/2021Janney Montgomery Scott LLC8,163$381K0.0%+37.3%0.785% 10/12/2021Apexium Financial LP9,577$447K0.3%-3.8%0.921% 8/16/2021Bank of America Corp DE28,581$1.34M0.0%+3.5%2.696% 8/16/2021MML Investors Services LLC12,618$590K0.0%-1.7%1.190% 8/12/2021Bank of Montreal Can203,260$9.49M0.0%N/A19.175% 8/12/2021CIBC World Markets Inc.6,430$301K0.0%+34.0%0.607% 8/6/2021HighTower Advisors LLC46,911$2.19M0.0%-10.8%4.426% 8/2/2021Advisor Group Holdings Inc.21,769$1.02M0.0%-7.9%2.054% 5/18/2021Morgan Stanley16,014$705K0.0%-16.4%1.456% (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 ($2.79M), 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 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: 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 140,007 shares in the last 24 months. This purchase volume represents approximately $7.78M 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. 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