Global X NASDAQ 100 Risk Managed Income ETF
QRMI
8 hedge funds and large institutions have $1.6M invested in Global X NASDAQ 100 Risk Managed Income ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
60% more funds holding
Funds holding: 5 → 8 (+3)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
7.74% less ownership
Funds ownership: 22.37% → 14.62% (-7.7%)
31% less capital invested
Capital invested by funds: $2.31M → $1.6M (-$713K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$213K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$32.6K |
| 3 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
+$17.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$355 |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$18 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$623K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$259K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $896K | +$32.6K | +1,838 | +4% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $265K | -$5.58K | -314 | -2% |
|
|
CAG
3
Csenge Advisory Group
Clearwater,
Florida
| $208K | – | – | – |
|
|
TCM
4
Triumph Capital Management
Denver,
Colorado
| $205K | +$213K | +12,012 | New |
|
|
NFSG
5
Newbridge Financial Services Group
Boca Raton,
Florida
| $16.6K | +$17.3K | +975 | New |
|
|
NS
6
NBC Securities
Birmingham,
Alabama
| $5K | +$5.33K | +300 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $341 | +$355 | +20 | New |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| $17 | +$18 | +1 | New |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| – | -$623K | -34,411 | Closed |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$259K | -14,327 | Closed |
|
QRMI Hedge Fund Activity: Q3 2023 in Review
8 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ 100 Risk Managed Income ETF (QRMI) for Q3 2023, worth a combined $1.6M — down 31% from $2.31M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QRMI positions and 2 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Triumph Capital Management, opening a new position worth an estimated $213K. The largest seller was IFP Advisors, exiting entirely with an estimated $623K sold.
- 8 institutional investors held Global X NASDAQ 100 Risk Managed Income ETF (QRMI) as of Q3 2023, up from 5 in Q2 2023.
- Funds reported $1.6M of Global X NASDAQ 100 Risk Managed Income ETF stock for Q3 2023, down 31% quarter-over-quarter.
- 5 funds opened new Global X NASDAQ 100 Risk Managed Income ETF positions in Q3 2023 and 2 closed out, a net change of +3 holders.
- The largest Global X NASDAQ 100 Risk Managed Income ETF buyer in Q3 2023 was Triumph Capital Management, an estimated $213K added.
- The largest Global X NASDAQ 100 Risk Managed Income ETF seller in Q3 2023 was IFP Advisors, an estimated $623K sold.
Based on aggregated 13F filings for Q3 2023.