Global X NASDAQ 100 Risk Managed Income ETF
QRMI
6 hedge funds and large institutions have $1.71M invested in Global X NASDAQ 100 Risk Managed Income ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 4 closing their positions.
9% more capital invested
Capital invested by funds: $1.56M → $1.71M (+$147K)
0.73% less ownership
Funds ownership: 13.77% → 13.04% (-0.73%)
33% less funds holding
Funds holding: 9 → 6 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$331K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.6K |
| 3 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$12.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$236K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.59K |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$412 |
| 4 |
Morgan Stanley
New York
|
-$60 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $908K | +$16.6K | +960 | +2% |
|
|
AWA
2
Arete Wealth Advisors
Chicago,
Illinois
| $333K | +$331K | +19,104 | New |
|
|
TCM
3
Triumph Capital Management
Denver,
Colorado
| $241K | +$12.8K | +741 | +6% |
|
|
CAG
4
Csenge Advisory Group
Clearwater,
Florida
| $212K | – | – | – |
|
|
NFSG
5
Newbridge Financial Services Group
Boca Raton,
Florida
| $6.54K | – | – | – |
|
|
NS
6
NBC Securities
Birmingham,
Alabama
| $5K | – | – | – |
|
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$236K | -13,791 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$1.59K | -93 | Closed |
|
|
AAP
9
Arax Advisory Partners
Denver,
Colorado
| – | -$412 | -24 | Closed |
|
|
10
Morgan Stanley
New York
| – | -$60 | -2 | Closed |
|
QRMI Hedge Fund Activity: Q1 2024 in Review
6 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ 100 Risk Managed Income ETF (QRMI) for Q1 2024, worth a combined $1.71M — up 9.4% from $1.56M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of QRMI and 1 opened new positions — a net loss of 3 holders — while 0 trimmed existing stakes and 2 added.
The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $331K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $236K sold.
- 6 institutional investors held Global X NASDAQ 100 Risk Managed Income ETF (QRMI) as of Q1 2024, down from 9 in Q4 2023.
- Funds reported $1.71M of Global X NASDAQ 100 Risk Managed Income ETF stock for Q1 2024, up 9.4% quarter-over-quarter.
- 1 fund opened new Global X NASDAQ 100 Risk Managed Income ETF positions in Q1 2024 and 4 closed out, a net change of -3 holders.
- The largest Global X NASDAQ 100 Risk Managed Income ETF buyer in Q1 2024 was Arete Wealth Advisors, an estimated $331K added.
- The largest Global X NASDAQ 100 Risk Managed Income ETF seller in Q1 2024 was Cambridge Investment Research Advisors, an estimated $236K sold.
Based on aggregated 13F filings for Q1 2024.