Global X S&P 500 Risk Managed Income ETF
XRMI
20 hedge funds and large institutions have $14.3M invested in Global X S&P 500 Risk Managed Income ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 8 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
0.7% less ownership
Funds ownership: 33.74% → 33.03% (-0.7%)
9% less capital invested
Capital invested by funds: $15.7M → $14.3M (-$1.38M)
17% less funds holding
Funds holding: 24 → 20 (-4)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$312K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$251K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$215K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$184K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$877K |
| 2 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
-$809K |
| 3 |
LPL Financial
San Diego,
California
|
-$357K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$347K |
| 5 |
Jane Street
New York
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| – | -$44.7K | -2,500 | Closed |
|
|
AAS
27
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$4.19K | -234 | Closed |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$365 | -20 | Closed |
|
XRMI Hedge Fund Activity: Q3 2025 in Review
20 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q3 2025, worth a combined $14.3M — down 8.8% from $15.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of XRMI and 4 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 9 added.
The largest buyer was Brookwood Investment Group, adding an estimated $312K. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $877K sold.
- 20 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q3 2025, down from 24 in Q2 2025.
- Funds reported $14.3M of Global X S&P 500 Risk Managed Income ETF stock for Q3 2025, down 8.8% quarter-over-quarter.
- 4 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q3 2025 and 8 closed out, a net change of -4 holders.
- The largest Global X S&P 500 Risk Managed Income ETF buyer in Q3 2025 was Brookwood Investment Group, an estimated $312K added.
- The largest Global X S&P 500 Risk Managed Income ETF seller in Q3 2025 was Kingsview Wealth Management, an estimated $877K sold.
Based on aggregated 13F filings for Q3 2025.