Global X NASDAQ 100 Risk Managed Income ETF
QRMI
9 hedge funds and large institutions have $1.56M invested in Global X NASDAQ 100 Risk Managed Income ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
0.85% less ownership
Funds ownership: 14.62% → 13.77% (-0.85%)
2% less capital invested
Capital invested by funds: $1.6M → $1.56M (-$36K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$18.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.24K |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$408 |
| 4 |
Morgan Stanley
New York
|
+$34 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$29.5K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$25.4K |
| 3 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
-$10.2K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$17 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $875K | -$25.4K | -1,492 | -3% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $236K | -$29.5K | -1,737 | -11% |
|
|
TCM
3
Triumph Capital Management
Denver,
Colorado
| $226K | +$18.1K | +1,065 | +9% |
|
|
CAG
4
Csenge Advisory Group
Clearwater,
Florida
| $209K | – | – | – |
|
|
NFSG
5
Newbridge Financial Services Group
Boca Raton,
Florida
| $6.42K | -$10.2K | -600 | -62% |
|
|
NS
6
NBC Securities
Birmingham,
Alabama
| $5K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $1.59K | +$1.24K | +73 | +365% |
|
|
AAP
8
Arax Advisory Partners
Denver,
Colorado
| $412 | +$408 | +24 | New |
|
|
9
Morgan Stanley
New York
| $60 | +$34 | +2 | New |
|
|
10
Fidelity Investments
Boston,
Massachusetts
| – | -$17 | -1 | Closed |
|
QRMI Hedge Fund Activity: Q4 2023 in Review
9 of the 6,862 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ 100 Risk Managed Income ETF (QRMI) for Q4 2023, worth a combined $1.56M — down 2.3% from $1.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new QRMI positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Triumph Capital Management, adding an estimated $18.1K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $29.5K.
- 9 institutional investors held Global X NASDAQ 100 Risk Managed Income ETF (QRMI) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $1.56M of Global X NASDAQ 100 Risk Managed Income ETF stock for Q4 2023, down 2.3% quarter-over-quarter.
- 2 funds opened new Global X NASDAQ 100 Risk Managed Income ETF positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest Global X NASDAQ 100 Risk Managed Income ETF buyer in Q4 2023 was Triumph Capital Management, an estimated $18.1K added.
- The largest Global X NASDAQ 100 Risk Managed Income ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $29.5K sold.
Based on aggregated 13F filings for Q4 2023.