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Global X S&P 500 Risk Managed Income ETF

25 hedge funds and large institutions have $15.6M invested in Global X S&P 500 Risk Managed Income ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding

Funds holding: 2025 (+5)

9% more capital invested

Capital invested by funds: $14.3M → $15.6M (+$1.3M)

2.77% more ownership

Funds ownership: 33.03%35.8% (+2.8%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.59M +$294K +16,466 +7%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.7M +$288K +16,144 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.42M +$107K +6,022 +5%
PS
4
Principal Securities
Iowa
$2.05M +$64.6K +3,623 +3%
BIG
5
Brookwood Investment Group
Arizona
$1.08M +$356K +19,988 +49%
FFA
6
Founders Financial Alliance
North Carolina
$749K -$98.6K -5,532 -12%
TA
7
Tactive Advisors
Florida
$474K -$81.1K -4,552 -15%
OMC
8
Old Mission Capital
Illinois
$405K -$4.99K -280 -1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$281K +$280K +15,703 New
Truist Financial
10
Truist Financial
North Carolina
$221K -$31K -1,738 -12%
Jane Street
11
Jane Street
New York
$219K +$219K +12,281 New
Osaic Holdings
12
Osaic Holdings
Arizona
$123K -$131K -7,333 -51%
SS
13
SBI Securities
Japan
$101K +$481 +27 +0.5%
SS
14
Sunbelt Securities
Texas
$78.9K -$13.4K -752 -15%
PTC
15
Private Trust Company
Ohio
$44.2K
LC
16
Luminist Capital
Michigan
$41.9K -$89.6K -5,029 -68%
NFSG
17
Newbridge Financial Services Group
Florida
$14.3K -$21.4K -1,200 -60%
IA
18
IFP Advisors
Florida
$11.2K
UBS Group
19
UBS Group
Switzerland
$4.04K +$4.03K +226 New
HWP
20
Highline Wealth Partners
California
$4.02K
TCM
21
Triumph Capital Management
Colorado
$2.23K +$2.23K +125 New
GWSA
22
Global Wealth Strategies & Associates
Colorado
$1.39K +$1.39K +78 New
HI
23
Harbour Investments
Wisconsin
$1.3K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$250 +$232 +13 +1,300%
Morgan Stanley
25
Morgan Stanley
New York
$25

XRMI Hedge Fund Activity: Q4 2025 in Review

25 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q4 2025, worth a combined $15.6M — up 9.1% from $14.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XRMI positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Brookwood Investment Group, adding an estimated $356K. The largest seller was Osaic Holdings, cutting an estimated $131K.

  • 25 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q4 2025, up from 20 in Q3 2025.
  • Funds reported $15.6M of Global X S&P 500 Risk Managed Income ETF stock for Q4 2025, up 9.1% quarter-over-quarter.
  • 5 funds opened new Global X S&P 500 Risk Managed Income ETF positions in Q4 2025 and 0 closed out, a net change of +5 holders.
  • The largest Global X S&P 500 Risk Managed Income ETF buyer in Q4 2025 was Brookwood Investment Group, an estimated $356K added.
  • The largest Global X S&P 500 Risk Managed Income ETF seller in Q4 2025 was Osaic Holdings, an estimated $131K sold.

Based on aggregated 13F filings for Q4 2025.