Nationwide Dow Jones Risk Managed Income ETF
NDJI
NDJI was delisted on the 22nd of February, 2024.
7 hedge funds and large institutions have $14.8M invested in Nationwide Dow Jones Risk Managed Income ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
18% less capital invested
Capital invested by funds: $18.2M → $14.8M (-$3.35M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$335K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$160K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$57.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.68K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$20 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$3.95M |
| 2 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
-$795K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
1
Concord Wealth Partners
Abingdon,
Virginia
| $7.11M | -$3.95M | -196,584 | -36% |
|
|
CAMV
2
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $4.45M | -$795K | -39,521 | -15% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.23M | +$57.5K | +2,861 | +5% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $1.04M | +$160K | +7,961 | +18% |
|
|
5
Citadel Advisors
Miami,
Florida
| $988K | +$335K | +16,678 | +51% |
|
|
6
UBS Group
Zurich,
Switzerland
| $19.9K | +$7.68K | +382 | +63% |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| $20 | +$20 | +1 | New |
|
NDJI Hedge Fund Activity: Q4 2022 in Review
7 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nationwide Dow Jones Risk Managed Income ETF (NDJI) for Q4 2022, worth a combined $14.8M — down 18% from $18.2M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new NDJI positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $335K. The largest seller was Concord Wealth Partners, cutting an estimated $3.95M.
- 7 institutional investors held Nationwide Dow Jones Risk Managed Income ETF (NDJI) as of Q4 2022, up from 6 in Q3 2022.
- Funds reported $14.8M of Nationwide Dow Jones Risk Managed Income ETF stock for Q4 2022, down 18% quarter-over-quarter.
- 1 fund opened new Nationwide Dow Jones Risk Managed Income ETF positions in Q4 2022 and 0 closed out, a net change of +1 holder.
- The largest Nationwide Dow Jones Risk Managed Income ETF buyer in Q4 2022 was Citadel Advisors, an estimated $335K added.
- The largest Nationwide Dow Jones Risk Managed Income ETF seller in Q4 2022 was Concord Wealth Partners, an estimated $3.95M sold.
Based on aggregated 13F filings for Q4 2022.