Global X S&P 500 Risk Managed Income ETF
XRMI
7 hedge funds and large institutions have $1.89M invested in Global X S&P 500 Risk Managed Income ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 3 reducing their positions, and 0 closing their positions.
133% more funds holding
Funds holding: 3 → 7 (+4)
61% more capital invested
Capital invested by funds: $1.17M → $1.89M (+$716K)
2.26% more ownership
Funds ownership: 4.35% → 6.61% (+2.3%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$469K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$290K |
| 3 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
+$21.2K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$1.51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$34.7K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$17.5K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.79K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
IFP Advisors
Tampa,
Florida
| $855K | -$17.5K | -849 | -3% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $463K | +$469K | +22,754 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $286K | +$290K | +14,059 | New |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $238K | -$2.79K | -135 | -1% |
|
|
5
UBS Group
Zurich,
Switzerland
| $22.3K | -$34.7K | -1,684 | -61% |
|
|
FFA
6
Founders Financial Alliance
Raleigh,
North Carolina
| $20.9K | +$21.2K | +1,026 | New |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $1.49K | +$1.51K | +73 | New |
|
XRMI Hedge Fund Activity: Q1 2023 in Review
7 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q1 2023, worth a combined $1.89M — up 61% from $1.17M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XRMI positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $469K. The largest seller was UBS Group, cutting an estimated $34.7K.
- 7 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q1 2023, up from 3 in Q4 2022.
- Funds reported $1.89M of Global X S&P 500 Risk Managed Income ETF stock for Q1 2023, up 61% quarter-over-quarter.
- 4 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q1 2023 and 0 closed out, a net change of +4 holders.
- The largest Global X S&P 500 Risk Managed Income ETF buyer in Q1 2023 was Osaic Holdings, an estimated $469K added.
- The largest Global X S&P 500 Risk Managed Income ETF seller in Q1 2023 was UBS Group, an estimated $34.7K sold.
Based on aggregated 13F filings for Q1 2023.