Who Owns XRLV?
INVESCO S&P — Institutional Ownership & 13F Holdings
$0.00
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
28
Total Inst. Value
$14.4M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
6
Closed Positions
5
Increased
3
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF MONTREAL /CAN/ | $2.7M | 48,312 |
| 2 | HighTower Advisors, LLC | $2.2M | 39,370 |
| 3 | MGB Wealth Management, LLCNew | $1.7M | 29,265 |
| 4 | BANK OF AMERICA CORP /DE/ | $1.6M | 28,736 |
| 5 | Apexium Financial, LP | $1.2M | 21,967 |
| 6 | OSAIC HOLDINGS, INC. | $1.1M | 20,268 |
| 7 | SFMG, LLC | $568K | 10,043 |
| 8 | D.A. DAVIDSON & CO. | $464K | 8,204 |
| 9 | Janney Montgomery Scott LLCNew | $443K | 7,822 |
| 10 | MORGAN STANLEY | $440K | 7,779 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MGB Wealth Management, LLCNew | +29K | $1.7M |
| OSAIC HOLDINGS, INC. | +5K | $1.1M |
| Janney Montgomery Scott LLCNew | +8K | $443K |
| NewEdge Advisors, LLC | +1 | $324K |
| Roxbury Financial LLCNew | +864 | $49K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | -19K | $1K |
| BANK OF MONTREAL /CAN/ | -7K | $2.7M |
| CITADEL ADVISORS LLC | -3K | $253K |
| Ausdal Financial Partners, Inc. | -1K | $229K |
| UBS Group AG | -539 | $14K |
Frequently Asked Questions
How many institutional investors hold XRLV?
As of Q1 2025, 28 institutional investors report holding XRLV (INVESCO S&P) in their 13F filings.
Which hedge fund owns the most XRLV?
The largest institutional holder of XRLV is BANK OF MONTREAL /CAN/ with $2.7M in shares.
Are institutions buying or selling XRLV?
This quarter, 6 institutions opened new positions in XRLV and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.