XRLV

Invesco S&p 500 Ex-rate Sens

-$2.2M

Net Activity

Institutions Holding

29

Popularity Rank

#7240

Avg Weight

0.02%

Total Value

$14.0M

Ownership Trend

29 institutions currently hold XRLV, with 9 net buyers and 13 net sellers this quarter.

Institutional Moves

Institutional Moves (Q4 2025)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

13

Net Buying Institutions

9

Key Holders

Key Holders

Top 5 by Value

HA
HighTower Advisors, LLC
$2.0M
BO
Bank Of America CORP /de/
$1.7M
JF
Jones Financial Companies Lllp
$1.5M
MW
MGB Wealth Management, LLC
$1.5M
UC
United Capital Financial Advisors, LLC
$1.1M

Top 5 by Conviction

MW
MGB Wealth Management, LLC
0.43%
SL
Sfmg, LLC
0.04%
FA
Faithward Advisors, LLC
0.04%
RF
Roxbury Financial LLC
0.04%
NG
Northstar Group, Inc.
0.03%
View all 29 holding institutions

Quarterly Activity

Recent Activity

+$4.2M

Total Buy Value

$10.4M

Total Sell Value

New buy3
Trim11
Add6
Sold out2

9

Net Buyers

13

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO S&P 500 EX-RATE SENS (XRLV)?
Major stakeholders currently include HighTower Advisors, LLC ($2.0M), Bank Of America CORP /de/ ($1.7M), Jones Financial Companies Lllp ($1.5M). Based on the latest 13F filings, there are a total of 29 tracked investment funds and institutions maintaining positions in XRLV.
What is the overall institutional sentiment toward XRLV recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.2M, driven by 9 managers accumulating shares while 13 reduced their exposure.
Which institutions have been selling or reducing their XRLV positions?
In the latest period, 11 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $10.4M.
Are there any notable investors adding XRLV to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 6 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.2M.

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