Global X S&P 500 Risk Managed Income ETF
XRMI
14 hedge funds and large institutions have $6.78M invested in Global X S&P 500 Risk Managed Income ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
63% more capital invested
Capital invested by funds: $4.15M → $6.78M (+$2.63M)
17% more funds holding
Funds holding: 12 → 14 (+2)
8.23% more ownership
Funds ownership: 15.06% → 23.29% (+8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$716K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$714K |
| 3 |
LPL Financial
San Diego,
California
|
+$199K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$143K |
| 5 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
+$91.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$270K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$61.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.38K |
XRMI Hedge Fund Activity: Q4 2023 in Review
14 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q4 2023, worth a combined $6.78M — up 63% from $4.15M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XRMI positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $716K. The largest seller was Susquehanna International Group, cutting an estimated $270K.
- 14 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q4 2023, up from 12 in Q3 2023.
- Funds reported $6.78M of Global X S&P 500 Risk Managed Income ETF stock for Q4 2023, up 63% quarter-over-quarter.
- 3 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Global X S&P 500 Risk Managed Income ETF buyer in Q4 2023 was Osaic Holdings, an estimated $716K added.
- The largest Global X S&P 500 Risk Managed Income ETF seller in Q4 2023 was Susquehanna International Group, an estimated $270K sold.
Based on aggregated 13F filings for Q4 2023.