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Global X S&P 500 Risk Managed Income ETF

23 hedge funds and large institutions have $15.5M invested in Global X S&P 500 Risk Managed Income ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.66M 260,365 -40,825 -14%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.23M 124,524 +22,532 +22%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.1M 117,260 -2,833 -2%
PS
4
Principal Securities
Iowa
$1.86M 103,890 +8,458 +9%
KWM
5
Kingsview Wealth Management
Oregon
$877K 49,037 -29,841 -38%
SW
6
SteelPeak Wealth
California
$809K 45,225 +4,850 +12%
FFA
7
Founders Financial Alliance
North Carolina
$695K 38,831 +1,668 +4%
TA
8
Tactive Advisors
Florida
$456K 25,489 +25,489 New
BIG
9
Brookwood Investment Group
Arizona
$412K 23,018 +8,065 +54%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$347K 19,392 +11 +0.1%
OMC
11
Old Mission Capital
Illinois
$235K 13,139 -1,975 -13%
Osaic Holdings
12
Osaic Holdings
Arizona
$234K 12,283 +3,871 +46%
Jane Street
13
Jane Street
New York
$200K 11,171 -13,743 -55%
LC
14
Luminist Capital
Michigan
$131K 7,334 -167 -2%
SS
15
SBI Securities
Japan
$119K 6,659 -116 -2%
Bank of America
16
Bank of America
North Carolina
$44.7K 2,500
PTC
17
Private Trust Company
Ohio
$44.2K 2,472
NFSG
18
Newbridge Financial Services Group
Florida
$41.3K 2,306
IA
19
IFP Advisors
Florida
$11.2K 624
AAS
20
Ameritas Advisory Services
Nebraska
$4.19K 234 +234 New
HI
21
Harbour Investments
Wisconsin
$1.31K 73
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$365 20 +20 New
Morgan Stanley
23
Morgan Stanley
New York
$25 1 -1 -50%
AWA
24
Arete Wealth Advisors
Illinois
-29,321 Closed