Global X S&P 500 Risk Managed Income ETF
XRMI
6 hedge funds and large institutions have $3.34M invested in Global X S&P 500 Risk Managed Income ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
23% more capital invested
Capital invested by funds: $2.71M → $3.34M (+$627K)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
6.28% less ownership
Funds ownership: 21.26% → 14.98% (-6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$948K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$84.7K |
| 3 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$70.7K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$16.2K |
| 5 |
Citigroup
New York
|
+$5.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
-$405K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
1
Old Mission Capital
Chicago,
Illinois
| $1.37M | +$948K | +37,297 | +222% |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $879K | +$84.7K | +3,330 | +11% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $695K | -$10K | -394 | -1% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $322K | +$16.2K | +638 | +5% |
|
|
CFGS
5
Concourse Financial Group Securities
Birmingham,
Alabama
| $70K | +$70.7K | +2,782 | New |
|
|
6
Citigroup
New York
| $5K | +$5.08K | +200 | New |
|
|
SIG
7
Spinnaker Investment Group
Newport Beach,
California
| – | -$405K | -15,500 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$2K | -84 | Closed |
|
XRMI Hedge Fund Activity: Q1 2022 in Review
6 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q1 2022, worth a combined $3.34M — up 23% from $2.71M a quarter earlier.
Fund positioning in XRMI was balanced in Q1 2022: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $948K. The largest seller was Spinnaker Investment Group, exiting entirely with an estimated $405K sold.
- 6 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $3.34M of Global X S&P 500 Risk Managed Income ETF stock for Q1 2022, up 23% quarter-over-quarter.
- 2 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q1 2022 and 2 closed out, a net change of 0 holders.
- The largest Global X S&P 500 Risk Managed Income ETF buyer in Q1 2022 was Old Mission Capital, an estimated $948K added.
- The largest Global X S&P 500 Risk Managed Income ETF seller in Q1 2022 was Spinnaker Investment Group, an estimated $405K sold.
Based on aggregated 13F filings for Q1 2022.