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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

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

14% more funds holding

Funds holding: 2124 (+3)

1.51% less ownership

Funds ownership: 35.25%33.74% (-1.5%)

7% less capital invested

Capital invested by funds: $16.9M → $15.7M (-$1.16M)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

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
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.66M -$729K -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 -$50.6K -2,833 -2%
PS
4
Principal Securities
Iowa
$1.86M +$151K +8,458 +9%
KWM
5
Kingsview Wealth Management
Oregon
$877K -$533K -29,841 -38%
SW
6
SteelPeak Wealth
California
$809K +$86.7K +4,850 +12%
FFA
7
Founders Financial Alliance
North Carolina
$695K +$29.8K +1,668 +4%
TA
8
Tactive Advisors
Florida
$456K +$455K +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
$230K +$79.9K +4,470 +53%
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 -$2.98K -167 -2%
SS
16
SBI Securities
Japan
$119K -$2.07K -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 +$4.18K +234 New
HI
22
Harbour Investments
Wisconsin
$1.31K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$365 +$357 +20 New
Morgan Stanley
24
Morgan Stanley
New York
$25 -$18 -1 -50%
AWA
25
Arete Wealth Advisors
Illinois
-$541K -29,321 Closed

XRMI Hedge Fund Activity: Q2 2025 in Review

24 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q2 2025, worth a combined $15.7M — down 6.9% from $16.9M 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 8 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $403K. The largest seller was LPL Financial, cutting an estimated $729K.

  • 24 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q2 2025, up from 21 in Q1 2025.
  • Funds reported $15.7M of Global X S&P 500 Risk Managed Income ETF stock for Q2 2025, down 6.9% quarter-over-quarter.
  • 4 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q2 2025 and 1 closed out, a net change of +3 holders.
  • The largest Global X S&P 500 Risk Managed Income ETF buyer in Q2 2025 was Cetera Investment Advisers, an estimated $403K added.
  • The largest Global X S&P 500 Risk Managed Income ETF seller in Q2 2025 was LPL Financial, an estimated $729K sold.

Based on aggregated 13F filings for Q2 2025.