Global X S&P 500 Risk Managed Income ETF
XRMI
8 hedge funds and large institutions have $2.83M invested in Global X S&P 500 Risk Managed Income ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more capital invested
Capital invested by funds: $1.89M → $2.83M (+$946K)
14% more funds holding
Funds holding: 7 → 8 (+1)
3.63% more ownership
Funds ownership: 6.61% → 10.24% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$725K |
| 2 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
+$230K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$119K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$50.9K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$29.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$22.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $725K | +$725K | +35,610 | New |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $650K | – | – | – |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $583K | +$119K | +5,866 | +26% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $305K | +$19.1K | +936 | +7% |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $267K | +$29.7K | +1,461 | +13% |
|
|
FFA
6
Founders Financial Alliance
Raleigh,
North Carolina
| $251K | +$230K | +11,303 | +1,102% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $50.9K | +$50.9K | +2,500 | New |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $1.49K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$22.3K | -1,095 | Closed |
|
XRMI Hedge Fund Activity: Q2 2023 in Review
8 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q2 2023, worth a combined $2.83M — up 50% from $1.89M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XRMI positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $725K. The largest seller was UBS Group, exiting entirely with an estimated $22.3K sold.
- 8 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q2 2023, up from 7 in Q1 2023.
- Funds reported $2.83M of Global X S&P 500 Risk Managed Income ETF stock for Q2 2023, up 50% quarter-over-quarter.
- 2 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Global X S&P 500 Risk Managed Income ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $725K added.
- The largest Global X S&P 500 Risk Managed Income ETF seller in Q2 2023 was UBS Group, an estimated $22.3K sold.
Based on aggregated 13F filings for Q2 2023.