XRLV Institutional Ownership
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
1W: -0.3%
1M: +4.2%
3M: +6.3%
YTD: +6.8%
1Y: +5.4%
3Y: +27.3%
5Y: +49.0%
$57.26
Last traded 2026-02-23 — delisted
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Institutional Ownership — XRLV
28
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
27
Reduced
28
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VALLEY NATIONAL ADVISERS INC | 0 | $0K | -63 | -100.0% | 31Q | SEC ↗ |
| 2 | Faithward Advisors, LLC | 0 | $0K | -4,426 | -100.0% | 26Q | SEC ↗ |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -5,558 | -100.0% | 3Q | SEC ↗ |
| 4 | Ausdal Financial Partners, Inc. | 0 | $0K | -4,043 | -100.0% | 13Q | SEC ↗ |
| 5 | LPL Financial LLC | 0 | $0K | -19,134 | -100.0% | 31Q | SEC ↗ |
| 6 | NewEdge Advisors, LLC | 0 | $0K | -5,772 | -100.0% | 13Q | SEC ↗ |
| 7 | MORGAN STANLEY | 0 | $0K | -6,268 | -100.0% | 31Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC | 0 | $0K | -6,511 | -100.0% | 10Q | SEC ↗ |
| 9 | JONES FINANCIAL COMPANIES LLLP | 0 | $0K | -28,051 | -100.0% | 7Q | SEC ↗ |
| 10 | Northstar Group, Inc. | 0 | $0K | -3,965 | -100.0% | 6Q | SEC ↗ |
| 11 | SFMG, LLC | 0 | $0K | -10,043 | -100.0% | 21Q | SEC ↗ |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0 | $0K | -19,838 | -100.0% | 1Q | SEC ↗ |
| 13 | Janney Montgomery Scott LLC | 0 | $0K | -7,766 | -100.0% | 20Q | SEC ↗ |
| 14 | D.A. DAVIDSON & CO. | 0 | $0K | -7,910 | -100.0% | 20Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 0 | $0K | — | — | 31Q | SEC ↗ |
| 16 | Medallion Wealth Advisors, LLC | 0 | $0K | -24 | -100.0% | 5Q | SEC ↗ |
| 17 | JANE STREET GROUP, LLC | 0 | $0K | -4,164 | -100.0% | 1Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC | 0 | $0K | -4,466 | -100.0% | 6Q | SEC ↗ |
| 19 | Roxbury Financial LLC | 0 | $0K | -871 | -100.0% | 5Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 0 | $0K | -17,758 | -100.0% | 24Q | SEC ↗ |
| 21 | MAI Capital Management | 0 | $0K | -499 | -100.0% | 1Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 0 | $0K | -30,842 | -100.0% | 13Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 0 | $0K | -284 | -100.0% | 4Q | SEC ↗ |
| 24 | UBS Group AG | 0 | $0K | -8 | -100.0% | 31Q | SEC ↗ |
| 25 | HighTower Advisors, LLC | 0 | $0K | -37,165 | -100.0% | 31Q | SEC ↗ |
| 26 | Federation des caisses Desjardins du Q | 0 | $0K | -450 | -100.0% | 4Q | SEC ↗ |
| 27 | SILVER OAK SECURITIES, INCORPORATED | 0 | $0K | -5,829 | -100.0% | 6Q | SEC ↗ |
| 28 | BLAIR WILLIAM & CO/IL | 0 | $0K | -55 | -100.0% | 29Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HighTower Advisors, LLC | 37,165 | $2M |
| BANK OF AMERICA CORP /DE | 30,842 | $2M |
| JONES FINANCIAL COMPANIES LLLP | 28,051 | $2M |
| UNITED CAPITAL FINANCIAL ADVISORS, | 19,838 | $1M |
| LPL Financial LLC | 19,134 | $1M |
| OSAIC HOLDINGS, INC. | 17,758 | $1M |
| SFMG, LLC | 10,043 | $575K |
| D.A. DAVIDSON & CO. | 7,910 | $453K |
| Janney Montgomery Scott LLC | 7,766 | $445K |
| GOLDMAN SACHS GROUP INC | 6,511 | $373K |
| MORGAN STANLEY | 6,268 | $359K |
| SILVER OAK SECURITIES, INCORPORATED | 5,829 | $334K |
| NewEdge Advisors, LLC | 5,772 | $330K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,558 | $318K |
| CITADEL ADVISORS LLC | 4,466 | $256K |
| Faithward Advisors, LLC | 4,426 | $253K |
| JANE STREET GROUP, LLC | 4,164 | $238K |
| Ausdal Financial Partners, Inc. | 4,043 | $231K |
| Northstar Group, Inc. | 3,965 | $227K |
| Roxbury Financial LLC | 871 | $50K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.