Global X S&P 500 Risk Managed Income ETF
XRMI
17 hedge funds and large institutions have $14.3M invested in Global X S&P 500 Risk Managed Income ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more capital invested
Capital invested by funds: $13.1M → $14.3M (+$1.14M)
6% more funds holding
Funds holding: 16 → 17 (+1)
1.39% less ownership
Funds ownership: 34.4% → 33.01% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$326K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$188K |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
+$120K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$90.1K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$86.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$266K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$36.5K |
XRMI Hedge Fund Activity: Q4 2024 in Review
17 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q4 2024, worth a combined $14.3M — up 8.6% from $13.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XRMI positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $326K. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $266K sold.
- 17 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q4 2024, up from 16 in Q3 2024.
- Funds reported $14.3M of Global X S&P 500 Risk Managed Income ETF stock for Q4 2024, up 8.6% quarter-over-quarter.
- 2 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest Global X S&P 500 Risk Managed Income ETF buyer in Q4 2024 was LPL Financial, an estimated $326K added.
- The largest Global X S&P 500 Risk Managed Income ETF seller in Q4 2024 was Kingsview Wealth Management, an estimated $266K sold.
Based on aggregated 13F filings for Q4 2024.