Global X S&P 500 Risk Managed Income ETF
XRMI
6 hedge funds and large institutions have $2.71M invested in Global X S&P 500 Risk Managed Income ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
200% more funds holding
Funds holding: 2 → 6 (+4)
140% more capital invested
Capital invested by funds: $1.13M → $2.71M (+$1.58M)
21.94% less ownership
Funds ownership: 43.2% → 21.26% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$745K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$448K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$323K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$143K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$496K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
IFP Advisors
Tampa,
Florida
| $787K | +$143K | +5,360 | +22% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $745K | +$745K | +27,915 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $448K | +$448K | +16,790 | New |
|
|
SIG
4
Spinnaker Investment Group
Newport Beach,
California
| $405K | +$414K | +15,500 | New |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $323K | +$323K | +12,095 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $2K | +$2.24K | +84 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$496K | -18,914 | Closed |
|
XRMI Hedge Fund Activity: Q4 2021 in Review
6 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q4 2021, worth a combined $2.71M — up 140% from $1.13M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XRMI positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $745K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $496K sold.
- 6 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q4 2021, up from 2 in Q3 2021.
- Funds reported $2.71M of Global X S&P 500 Risk Managed Income ETF stock for Q4 2021, up 140% quarter-over-quarter.
- 5 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q4 2021 and 1 closed out, a net change of +4 holders.
- The largest Global X S&P 500 Risk Managed Income ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $745K added.
- The largest Global X S&P 500 Risk Managed Income ETF seller in Q4 2021 was Susquehanna International Group, an estimated $496K sold.
Based on aggregated 13F filings for Q4 2021.