Global X S&P 500 Risk Managed Income ETF
XRMI
3 hedge funds and large institutions have $1.17M invested in Global X S&P 500 Risk Managed Income ETF in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0.78% less ownership
Funds ownership: 5.13% → 4.35% (-0.78%)
18% less capital invested
Capital invested by funds: $1.44M → $1.17M (-$263K)
40% less funds holding
Funds holding: 5 → 3 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$202K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$29K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$22.3K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$943 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
IFP Advisors
Tampa,
Florida
| $874K | -$943 | -45 | -0.1% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $241K | -$29K | -1,384 | -10% |
|
|
3
UBS Group
Zurich,
Switzerland
| $56.8K | -$22.3K | -1,062 | -28% |
|
|
BRWA
4
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$202K | -9,581 | Closed |
|
XRMI Hedge Fund Activity: Q4 2022 in Review
3 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q4 2022, worth a combined $1.17M — down 18% from $1.44M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of XRMI and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 0 added.
The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $202K sold.
- 3 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q4 2022, down from 5 in Q3 2022.
- Funds reported $1.17M of Global X S&P 500 Risk Managed Income ETF stock for Q4 2022, down 18% quarter-over-quarter.
- 0 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q4 2022 and 2 closed out, a net change of -2 holders.
- The largest Global X S&P 500 Risk Managed Income ETF seller in Q4 2022 was B. Riley Wealth Advisors, an estimated $202K sold.
Based on aggregated 13F filings for Q4 2022.