Global X S&P 500 Risk Managed Income ETF
XRMI
5 hedge funds and large institutions have $1.44M invested in Global X S&P 500 Risk Managed Income ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
9.83% less ownership
Funds ownership: 14.95% → 5.13% (-9.8%)
29% less funds holding
Funds holding: 7 → 5 (-2)
56% less capital invested
Capital invested by funds: $3.27M → $1.44M (-$1.84M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$214K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$39.6K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.83K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.03M |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$20K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.64K |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
IFP Advisors
Tampa,
Florida
| $875K | -$2.64K | -118 | -0.4% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $277K | +$5.83K | +261 | +2% |
|
|
BRWA
3
B. Riley Wealth Advisors
Boca Raton,
Florida
| $202K | +$214K | +9,581 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $81K | +$39.6K | +1,773 | +86% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| – | -$2.03M | -90,155 | Closed |
|
|
CFGS
6
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$20K | -894 | Closed |
|
|
AW
7
ACG Wealth
Atlanta,
Georgia
| – | -$1K | -37 | Closed |
|
XRMI Hedge Fund Activity: Q3 2022 in Review
5 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q3 2022, worth a combined $1.44M — down 56% from $3.27M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XRMI and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $214K. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.03M sold.
- 5 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q3 2022, down from 7 in Q2 2022.
- Funds reported $1.44M of Global X S&P 500 Risk Managed Income ETF stock for Q3 2022, down 56% quarter-over-quarter.
- 1 fund opened new Global X S&P 500 Risk Managed Income ETF positions in Q3 2022 and 3 closed out, a net change of -2 holders.
- The largest Global X S&P 500 Risk Managed Income ETF buyer in Q3 2022 was B. Riley Wealth Advisors, an estimated $214K added.
- The largest Global X S&P 500 Risk Managed Income ETF seller in Q3 2022 was Old Mission Capital, an estimated $2.03M sold.
Based on aggregated 13F filings for Q3 2022.