We are live on ! Find out more
XRMI icon

Global X S&P 500 Risk Managed Income ETF

21 hedge funds and large institutions have $16.9M invested in Global X S&P 500 Risk Managed Income ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

24% more funds holding

Funds holding: 1721 (+4)

18% more capital invested

Capital invested by funds: $14.3M → $16.9M (+$2.58M)

2.24% more ownership

Funds ownership: 33.01%35.25% (+2.2%)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.55M +$79.2K +4,140 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.21M +$391K +20,421 +20%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.88M -$109K -5,693 -5%
PS
4
Principal Securities
Iowa
$1.84M
KWM
5
Kingsview Wealth Management
Oregon
$1.45M +$1.51M +78,878 New
SW
6
SteelPeak Wealth
California
$745K +$772K +40,375 New
FFA
7
Founders Financial Alliance
North Carolina
$685K +$77.4K +4,048 +12%
AWA
8
Arete Wealth Advisors
Illinois
$541K +$62.6K +3,271 +13%
Jane Street
9
Jane Street
New York
$459K +$476K +24,914 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$357K +$6.81K +356 +2%
OMC
11
Old Mission Capital
Illinois
$279K +$289K +15,114 New
BIG
12
Brookwood Investment Group
Arizona
$276K +$286K +14,953 New
Osaic Holdings
13
Osaic Holdings
Arizona
$155K -$27.7K -1,447 -15%
LC
14
Luminist Capital
Michigan
$138K +$1.74K +91 +1%
SS
15
SBI Securities
Japan
$125K +$9.93K +519 +8%
Bank of America
16
Bank of America
North Carolina
$46.1K
PTC
17
Private Trust Company
Ohio
$45.6K
NFSG
18
Newbridge Financial Services Group
Florida
$42.5K +$1.91K +100 +5%
IA
19
IFP Advisors
Florida
$11.5K
HI
20
Harbour Investments
Wisconsin
$1.35K
Morgan Stanley
21
Morgan Stanley
New York
$39 +$19 +1 +100%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$577K -29,906 Closed

XRMI Hedge Fund Activity: Q1 2025 in Review

21 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q1 2025, worth a combined $16.9M — up 18% from $14.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XRMI positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $1.51M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $577K sold.

  • 21 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q1 2025, up from 17 in Q4 2024.
  • Funds reported $16.9M of Global X S&P 500 Risk Managed Income ETF stock for Q1 2025, up 18% quarter-over-quarter.
  • 5 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q1 2025 and 1 closed out, a net change of +4 holders.
  • The largest Global X S&P 500 Risk Managed Income ETF buyer in Q1 2025 was Kingsview Wealth Management, an estimated $1.51M added.
  • The largest Global X S&P 500 Risk Managed Income ETF seller in Q1 2025 was Susquehanna International Group, an estimated $577K sold.

Based on aggregated 13F filings for Q1 2025.