Global X S&P 500 Risk Managed Income ETF
XRMI
7 hedge funds and large institutions have $3.27M invested in Global X S&P 500 Risk Managed Income ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
0.02% less ownership
Funds ownership: 14.98% → 14.95% (-0.02%)
2% less capital invested
Capital invested by funds: $3.34M → $3.27M (-$65K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$864K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$49.6K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.79K |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$887 |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$695K |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$45.2K |
| 3 |
Citigroup
New York
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
1
Old Mission Capital
Chicago,
Illinois
| $2.03M | +$864K | +36,068 | +67% |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $879K | – | – | – |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $292K | +$4.79K | +200 | +2% |
|
|
4
UBS Group
Zurich,
Switzerland
| $47K | +$49.6K | +2,068 | New |
|
|
CFGS
5
Concourse Financial Group Securities
Birmingham,
Alabama
| $20K | -$45.2K | -1,888 | -68% |
|
|
AW
6
ACG Wealth
Atlanta,
Georgia
| $1K | +$887 | +37 | New |
|
|
7
Envestnet Asset Management
Chicago,
Illinois
| – | -$695K | -27,521 | Closed |
|
|
8
Citigroup
New York
| – | -$5K | -200 | Closed |
|
|
9
Fidelity Investments
Boston,
Massachusetts
| – | +$24 | +1 | New |
|
XRMI Hedge Fund Activity: Q2 2022 in Review
7 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q2 2022, worth a combined $3.27M — down 1.9% from $3.34M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XRMI positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $864K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $695K sold.
- 7 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q2 2022, up from 6 in Q1 2022.
- Funds reported $3.27M of Global X S&P 500 Risk Managed Income ETF stock for Q2 2022, down 1.9% quarter-over-quarter.
- 3 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q2 2022 and 2 closed out, a net change of +1 holder.
- The largest Global X S&P 500 Risk Managed Income ETF buyer in Q2 2022 was Old Mission Capital, an estimated $864K added.
- The largest Global X S&P 500 Risk Managed Income ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $695K sold.
Based on aggregated 13F filings for Q2 2022.