Global X S&P 500 Risk Managed Income ETF
XRMI
16 hedge funds and large institutions have $8.68M invested in Global X S&P 500 Risk Managed Income ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
28% more capital invested
Capital invested by funds: $6.78M → $8.68M (+$1.9M)
14% more funds holding
Funds holding: 14 → 16 (+2)
3.16% more ownership
Funds ownership: 23.29% → 26.45% (+3.2%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.63M |
| 2 |
LPL Financial
San Diego,
California
|
+$881K |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$242K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$112K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$963K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$206K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$95.2K |
| 4 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$15K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$57 |
XRMI Hedge Fund Activity: Q1 2024 in Review
16 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q1 2024, worth a combined $8.68M — up 28% from $6.78M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XRMI positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.63M. The largest seller was Osaic Holdings, cutting an estimated $963K.
- 16 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q1 2024, up from 14 in Q4 2023.
- Funds reported $8.68M of Global X S&P 500 Risk Managed Income ETF stock for Q1 2024, up 28% quarter-over-quarter.
- 3 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest Global X S&P 500 Risk Managed Income ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.63M added.
- The largest Global X S&P 500 Risk Managed Income ETF seller in Q1 2024 was Osaic Holdings, an estimated $963K sold.
Based on aggregated 13F filings for Q1 2024.