Global X S&P 500 Risk Managed Income ETF
XRMI
12 hedge funds and large institutions have $4.15M invested in Global X S&P 500 Risk Managed Income ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
46% more capital invested
Capital invested by funds: $2.83M → $4.15M (+$1.31M)
4.82% more ownership
Funds ownership: 10.24% → 15.06% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$996K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$502K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$307K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$279K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$625K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$305K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $975K | +$307K | +15,383 | +43% |
|
|
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $955K | +$996K | +49,910 | New |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $600K | +$54.1K | +2,713 | +9% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $492K | +$251K | +12,586 | +96% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $482K | +$502K | +25,176 | New |
|
|
FFA
6
Founders Financial Alliance
Raleigh,
North Carolina
| $277K | +$42.8K | +2,147 | +17% |
|
|
KWM
7
Kingsview Wealth Management
Grants Pass,
Oregon
| $268K | +$279K | +14,000 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $47.8K | – | – | – |
|
|
NFSG
9
Newbridge Financial Services Group
Boca Raton,
Florida
| $38.3K | +$39.9K | +2,000 | New |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $11.9K | -$625K | -31,336 | -98% |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $1.4K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $1.38K | +$1.44K | +72 | New |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$305K | -14,995 | Closed |
|
XRMI Hedge Fund Activity: Q3 2023 in Review
12 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q3 2023, worth a combined $4.15M — up 46% from $2.83M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XRMI positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $996K. The largest seller was IFP Advisors, cutting an estimated $625K.
- 12 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q3 2023, up from 8 in Q2 2023.
- Funds reported $4.15M of Global X S&P 500 Risk Managed Income ETF stock for Q3 2023, up 46% quarter-over-quarter.
- 5 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
- The largest Global X S&P 500 Risk Managed Income ETF buyer in Q3 2023 was Cetera Advisor Networks, an estimated $996K added.
- The largest Global X S&P 500 Risk Managed Income ETF seller in Q3 2023 was IFP Advisors, an estimated $625K sold.
Based on aggregated 13F filings for Q3 2023.