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Global X S&P 500 Risk Managed Income ETF

20 hedge funds and large institutions have $13.2M invested in Global X S&P 500 Risk Managed Income ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

8.87% less ownership

Funds ownership: 35.8%26.93% (-8.9%)

15% less capital invested

Capital invested by funds: $15.6M → $13.2M (-$2.36M)

20% less funds holding

Funds holding: 2520 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
20
Holders Change
-5
Holders Change %
-20%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.23M -$1.16M -65,600 -26%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.19M +$666K +37,678 +25%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.47M +$194K +10,994 +8%
PS
4
Principal Securities
Iowa
$2.03M +$95.9K +5,424 +5%
FFA
5
Founders Financial Alliance
North Carolina
$850K +$149K +8,410 +20%
TA
6
Tactive Advisors
Florida
$539K +$95.1K +5,379 +20%
Truist Financial
7
Truist Financial
North Carolina
$204K -$5.96K -337 -3%
Jane Street
8
Jane Street
New York
$183K -$26.2K -1,480 -12%
MML Investors Services
9
MML Investors Services
Massachusetts
$179K +$188K +10,611 New
Osaic Holdings
10
Osaic Holdings
Arizona
$112K -$4.62K -261 -4%
SS
11
SBI Securities
Japan
$102K +$6.1K +345 +6%
SS
12
Sunbelt Securities
Texas
$74.6K
PTC
13
Private Trust Company
Ohio
$44.1K
LC
14
Luminist Capital
Michigan
$21.2K -$19.3K -1,093 -47%
IA
15
IFP Advisors
Florida
$10.5K
HWP
16
Highline Wealth Partners
California
$3.8K
TCM
17
Triumph Capital Management
Colorado
$2.11K
GWSA
18
Global Wealth Strategies & Associates
Colorado
$1.32K
HI
19
Harbour Investments
Wisconsin
$1.23K
Morgan Stanley
20
Morgan Stanley
New York
$18
BIG
21
Brookwood Investment Group
Arizona
-$1.08M -60,553 Closed
OMC
22
Old Mission Capital
Illinois
-$405K -22,654 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$281K -15,703 Closed
NFSG
24
Newbridge Financial Services Group
Florida
-$14.3K -800 Closed
UBS Group
25
UBS Group
Switzerland
-$4.04K -226 Closed

XRMI Hedge Fund Activity: Q1 2026 in Review

20 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Risk Managed Income ETF (XRMI) for Q1 2026, worth a combined $13.2M — down 15% from $15.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XRMI and 1 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $666K. The largest seller was LPL Financial, cutting an estimated $1.16M.

  • 20 institutional investors held Global X S&P 500 Risk Managed Income ETF (XRMI) as of Q1 2026, down from 25 in Q4 2025.
  • Funds reported $13.2M of Global X S&P 500 Risk Managed Income ETF stock for Q1 2026, down 15% quarter-over-quarter.
  • 1 fund opened new Global X S&P 500 Risk Managed Income ETF positions in Q1 2026 and 6 closed out, a net change of -5 holders.
  • The largest Global X S&P 500 Risk Managed Income ETF buyer in Q1 2026 was Cetera Investment Advisers, an estimated $666K added.
  • The largest Global X S&P 500 Risk Managed Income ETF seller in Q1 2026 was LPL Financial, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2026.