Global X NASDAQ 100 Risk Managed Income ETF
QRMI
9 hedge funds and large institutions have $1.25M invested in Global X NASDAQ 100 Risk Managed Income ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% less capital invested
Capital invested by funds: $1.26M → $1.25M (-$4.16K)
1.05% less ownership
Funds ownership: 8.35% → 7.29% (-1.1%)
18% less funds holding
Funds holding: 11 → 9 (-2)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$168K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$84.1K |
| 3 |
OLVIG
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
+$7.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Triumph Capital Management
Denver,
Colorado
|
-$260K |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$3.42K |
| 3 |
NS
NBC Securities
Birmingham,
Alabama
|
-$3.37K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.15K |
| 5 |
Morgan Stanley
New York
|
-$1.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
1
Arete Wealth Advisors
Chicago,
Illinois
| $540K | +$168K | +9,972 | +46% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $278K | -$3.15K | -187 | -1% |
|
|
CAG
3
Csenge Advisory Group
Clearwater,
Florida
| $208K | – | – | – |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $204K | +$84.1K | +5,000 | +71% |
|
|
OLVIG
5
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $12.4K | +$7.24K | +430 | +143% |
|
|
NFSG
6
Newbridge Financial Services Group
Boca Raton,
Florida
| $6.38K | – | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $1.29K | -$1.16K | -69 | -48% |
|
|
NS
8
NBC Securities
Birmingham,
Alabama
| $1K | -$3.37K | -200 | -67% |
|
|
9
Morgan Stanley
New York
| $27 | -$1.75K | -104 | -99% |
|
|
TCM
10
Triumph Capital Management
Denver,
Colorado
| – | -$260K | -15,255 | Closed |
|
|
AA
11
Ancora Advisors
Cleveland,
Ohio
| – | -$3.42K | -203 | Closed |
|
QRMI Hedge Fund Activity: Q3 2024 in Review
9 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Global X NASDAQ 100 Risk Managed Income ETF (QRMI) for Q3 2024, worth a combined $1.25M — down 0.33% from $1.26M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of QRMI and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 3 added.
The largest buyer was Arete Wealth Advisors, adding an estimated $168K. The largest seller was Triumph Capital Management, exiting entirely with an estimated $260K sold.
- 9 institutional investors held Global X NASDAQ 100 Risk Managed Income ETF (QRMI) as of Q3 2024, down from 11 in Q2 2024.
- Funds reported $1.25M of Global X NASDAQ 100 Risk Managed Income ETF stock for Q3 2024, down 0.33% quarter-over-quarter.
- 0 funds opened new Global X NASDAQ 100 Risk Managed Income ETF positions in Q3 2024 and 2 closed out, a net change of -2 holders.
- The largest Global X NASDAQ 100 Risk Managed Income ETF buyer in Q3 2024 was Arete Wealth Advisors, an estimated $168K added.
- The largest Global X NASDAQ 100 Risk Managed Income ETF seller in Q3 2024 was Triumph Capital Management, an estimated $260K sold.
Based on aggregated 13F filings for Q3 2024.