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Global X S&P 500 Risk Managed Income ETF

24 hedge funds and large institutions have $15.7M invested in Global X S&P 500 Risk Managed Income ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.66M -$730K -40,825 -14%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.23M +$403K +22,532 +22%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.1M -$50.7K -2,833 -2%
PS
4
Principal Securities
Iowa
$1.86M +$151K +8,458 +9%
KWM
5
Kingsview Wealth Management
Oregon
$877K -$534K -29,841 -38%
SW
6
SteelPeak Wealth
California
$809K +$86.8K +4,850 +12%
FFA
7
Founders Financial Alliance
North Carolina
$695K +$29.8K +1,668 +4%
TA
8
Tactive Advisors
Florida
$456K +$456K +25,489 New
BIG
9
Brookwood Investment Group
Arizona
$412K +$144K +8,065 +54%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$347K +$197 +11 +0.1%
OMC
11
Old Mission Capital
Illinois
$235K -$35.3K -1,975 -13%
Osaic Holdings
12
Osaic Holdings
Arizona
$234K +$73.6K +3,871 +46%
Jane Street
13
Jane Street
New York
$200K -$246K -13,743 -55%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$191K +$191K +10,686 New
LC
15
Luminist Capital
Michigan
$131K -$2.99K -167 -2%
SS
16
SBI Securities
Japan
$119K -$2.08K -116 -2%
Bank of America
17
Bank of America
North Carolina
$44.7K
PTC
18
Private Trust Company
Ohio
$44.2K
NFSG
19
Newbridge Financial Services Group
Florida
$41.3K
IA
20
IFP Advisors
Florida
$11.2K
AAS
21
Ameritas Advisory Services
Nebraska
$4.19K +$4.19K +234 New
HI
22
Harbour Investments
Wisconsin
$1.31K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$365 +$365 +20 New
Morgan Stanley
24
Morgan Stanley
New York
$25 -$25 -1 -50%
AWA
25
Arete Wealth Advisors
Illinois
-$541K -29,321 Closed