Nationwide NASDAQ-100 Risk-Managed Income ETFNUSI
NUSI
0
Funds holding %
of 6,780 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
1,767% more call options, than puts
Call options by funds: $56K | Put options by funds: $3K
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2% less funds holding
Funds holding: 62 [Q2] → 61 (-1) [Q3]
3.34% less ownership
Funds ownership: 16.25% [Q2] → 12.91% (-3.34%) [Q3]
28% less capital invested
Capital invested by funds: $60.4M [Q2] → $43.3M (-$17M) [Q3]
39% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 23
Research analyst outlook
We haven’t received any recent analyst ratings for NUSI.
Financial journalist opinion
Based on 3 articles about NUSI published over the past 30 days
Neutral
Business Wire
1 week ago
NEOS Investments Announces November ETF Suite Distributions
WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces November monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the November 2024 Ex-Div Date (11/20/2024) Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (B.
Positive
Seeking Alpha
2 weeks ago
NUSI's Collar Play: Balancing Income And Risk In The Nasdaq 100
NUSI offers monthly income through an option collar strategy on the Nasdaq, balancing income generation with downside protection but capping upside potential. Long-term performance has been underwhelming, but recent months have shown signs of improvement. Given the recent upward trend in the Nasdaq, the strategy's downside protection may be worth considering.
Positive
ETF Trends
3 weeks ago
Don't Miss the Revamped NUSI When Tech Investing
The recently launched NEOS Nasdaq-100 Hedged Equity Income ETF (NUSI) offers fresh opportunities for income and tech investors alike. The strategy seeks tax-efficient monthly income for investors while offering a measure of downside protection within the Nasdaq-100.
Positive
Seeking Alpha
2 months ago
NUSI: New Strategy Shows Promise, But Consider Alternatives
NUSI's initial appeal due to high yield and crash protection faltered in 2022, revealing weaknesses in its rigid options collar strategy. Recent strategy adjustments by NEOS Investments have improved NUSI's performance, offering better upside and downside protection through a more flexible, rule-based options system. Despite improved performance, NUSI's yield has dropped to 7%, making it less attractive compared to other NASDAQ 100 covered call funds with higher yields.
Positive
ETF Trends
3 months ago
These 4 ETFs Won the Market Sell-Off Monday
Monday's market sell-off caused investors significant pain, though it seems the market has recovered. The sell-off hit all types of investors and strategies given how much tech in particular lost ground.
Neutral
Seeking Alpha
4 months ago
NUSI: Notable Downsides Compared To Peer Risk-Managed Income Funds
Although NUSI has been able to offer reduced volatility, the fund has seen lower overall performance compared to peer risk-managed income ETFs. NUSI has relatively high fees along with a dividend yield on the lower end compared to leading competitor ETFs. NUSI's risk management strategy has not been as effective as other income funds, as shown in its significant share price decline in 2022.
Positive
Zacks Investment Research
5 months ago
5 Top-Performing High-Dividend ETFs of 1H 2024
Wall Street closed out the first half of 2024 at record highs, with expectations of further gains.
Positive
Zacks Investment Research
5 months ago
Top-Performing High-Income ETFs of Q2: Option Strategy Rules
Wall Street has delivered a moderate performance in the second quarter of 2024. Among the pool of winning ETFs, those employing option strategy yielded smartly and offered substantial gains.
Negative
Seeking Alpha
7 months ago
NUSI: Not The Best Nasdaq 100 Derivative Income ETF
Nationwide Nasdaq-100® Risk-Managed Income ETF is an actively managed fund using a collar option strategy to generate income. This article compares the NUSI ETF with two derivative income ETFs based on the Nasdaq 100. NUSI lags behind other derivative income ETFs and the Nasdaq 100 index in terms of total returns and risk-adjusted performance.
Positive
Zacks Investment Research
9 months ago
5 High-Dividend ETFs Available Under $70 to Play Now
While the S&P 500 has recorded an incredible rally lately, topping the 5,000-mark, there are valid reasons to approach the current situation with caution.
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