LHA Risk-Managed Income
RMIF • BATS
LHA Risk-Managed Income is an exchange-traded fund on BATS. As of Q3 2025, 8 institutional investors hold shares in this ETF, with total holdings valued at $32.6M. GRIMES & COMPANY, INC. is the largest holder with a position valued at $25.3M.
Overview
Overview of institutional ownership in RMIF as of Q3 2025
All Institutions
- Institutions
- 8
- Value Held
- $32.6M
- Shares Held
- 1.3M
- Avg Position
- $4.1M
- Median Position
- $696.3K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in RMIF as of Q3 2025
| Institution | Position Value |
|---|---|
 GRIMES & COMPANY, INC. RIA/Wealth | $25.3M 0.62% of portfolio |
 Empirical Asset Management, LLC RIA/Wealth | $2.9M 0.83% of portfolio |
 Sigma Planning Corp RIA/Wealth | $2.2M 0.06% of portfolio |
 IFP Advisors, Inc RIA/Wealth | $872.4K 0.02% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $520.2K 0.00% of portfolio |
G GTS SECURITIES LLC Institution | $508.5K 0.02% of portfolio |
 Triumph Capital Management RIA/Wealth | $273.6K 0.07% of portfolio |
 MORGAN STANLEY RIA/Wealth | $55.9K 0.00% of portfolio |
 UBS Group AG Institution | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for RMIF in Q3 2025
- Traded
- −$1.6M
- Buyers
- 3
- Sellers
- 5
- Total Bought
- +$340.2K
- Total Sold
- −$1.9M
- Avg Position
- $3.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Empirical Asset Management, LLC RIA/Wealth | +$271.3K +10.9K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$66.4K +2.7K shares |
IFP Advisors, Inc RIA/Wealth | +$2.5K +99.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
GRIMES & COMPANY, INC. RIA/Wealth | −$1.1M −44.3K shares |
G GTS SECURITIES LLC Institution | −$357.0K −14.3K shares |
Sigma Planning Corp RIA/Wealth | −$329.8K −13.2K shares |
Triumph Capital Management RIA/Wealth | −$123.8K −5.0K shares |
UBS Group AG Institution | −$6.6K −264.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited RMIF in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 1
- Exited Value
- $6.6K
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
UBS Group AG Institution | $6.6K 264.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in RMIF as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with RMIF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Empirical Asset Management, LLC RIA/Wealth | 0.83% $2.9M |
GRIMES & COMPANY, INC. RIA/Wealth | 0.62% $25.3M |
Triumph Capital Management RIA/Wealth | 0.07% $273.6K |
Sigma Planning Corp RIA/Wealth | 0.06% $2.2M |
IFP Advisors, Inc RIA/Wealth | 0.02% $872.4K |
G GTS SECURITIES LLC Institution | 0.02% $508.5K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $520.2K |
MORGAN STANLEY RIA/Wealth | 0.00% $55.9K |
UBS Group AG Institution | 0.00% - |