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Global X S&P 500 Risk Managed Income ETF
XRMI

18 hedge funds and large institutions have $12.3M invested in Global X S&P 500 Risk Managed Income ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

41% more capital invested

Capital invested by funds: $8.68M → $12.3M (+$3.59M)

13% more funds holding

Funds holding: 16 → 18 (+2)

8.2% more ownership

Funds ownership: 26.45% → 34.65% (+8.2%)

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$3.7M
2
Jane Street
Jane Street
New York
+$969K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$351K
4
PS
Principal Securities
Iowa
+$193K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$171K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$263K
2
Wells Fargo
Wells Fargo
California
-$849
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$4.75M +$3.7M +195,508 +345%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.73M +$129K +6,838 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.38M +$171K +9,044 +14%
PS
4
Principal Securities
Iowa
$1.38M +$193K +10,202 +16%
Jane Street
5
Jane Street
New York
$965K +$969K +51,213 New
FFA
6
Founders Financial Alliance
North Carolina
$465K +$54.6K +2,882 +13%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$433K +$9.69K +512 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$350K +$351K +18,557 New
AWA
9
Arete Wealth Advisors
Illinois
$281K +$42.8K +2,262 +18%
KWM
10
Kingsview Wealth Management
Oregon
$264K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$93.4K -$263K -13,874 -74%
Bank of America
12
Bank of America
North Carolina
$47.1K – – –
PTC
13
Private Trust Company
Ohio
$46.6K – – –
NFSG
14
Newbridge Financial Services Group
Florida
$41.4K – – –
UBS Group
15
UBS Group
Switzerland
$20.6K +$20.7K +1,096 New
IA
16
IFP Advisors
Florida
$11.8K – – –
Morgan Stanley
17
Morgan Stanley
New York
$3.74K +$3.75K +198 New
HI
18
Harbour Investments
Wisconsin
$1.38K – – –
Wells Fargo
19
Wells Fargo
California
– -$849 -44 Closed

XRMI Hedge Fund Activity: Q2 2024 in Review

18 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q2 2024, worth a combined $12.3M — up 41% from $8.68M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new XRMI positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.7M. The largest seller was Osaic Holdings, cutting an estimated $263K.

  • 18 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q2 2024, up from 16 in Q1 2024.
  • Funds reported $12.3M of Global X S&P 500 Risk Managed Income ETF stock for Q2 2024, up 41% quarter-over-quarter.
  • 4 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q2 2024 and 1 closed out, a net change of +3 holders.
  • The largest Global X S&P 500 Risk Managed Income ETF buyer in Q2 2024 was LPL Financial, an estimated $3.7M added.
  • The largest Global X S&P 500 Risk Managed Income ETF seller in Q2 2024 was Osaic Holdings, an estimated $263K sold.

Based on aggregated 13F filings for Q2 2024.