Nationwide Dow Jones Risk Managed Income ETF
NDJI
NDJI was delisted on the 22nd of February, 2024.
6 hedge funds and large institutions have $19.3M invested in Nationwide Dow Jones Risk Managed Income ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
36% more capital invested
Capital invested by funds: $14.2M → $19.3M (+$5.13M)
20% more funds holding
Funds holding: 5 → 6 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$2.1M |
| 2 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
+$675K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$574K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$198K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$99.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.91K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
1
Concord Wealth Partners
Abingdon,
Virginia
| $9.8M | +$2.1M | +105,197 | +28% |
|
|
CAMV
2
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $7.55M | +$675K | +33,813 | +10% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.03M | -$6.91K | -346 | -0.7% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $586K | +$574K | +28,745 | New |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $202K | +$198K | +9,894 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $142K | +$99.2K | +4,965 | +249% |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$2.21K | -111 | Closed |
|
NDJI Hedge Fund Activity: Q2 2023 in Review
6 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nationwide Dow Jones Risk Managed Income ETF (NDJI) for Q2 2023, worth a combined $19.3M — up 36% from $14.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NDJI positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Concord Wealth Partners, adding an estimated $2.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.91K.
- 6 institutional investors held Nationwide Dow Jones Risk Managed Income ETF (NDJI) as of Q2 2023, up from 5 in Q1 2023.
- Funds reported $19.3M of Nationwide Dow Jones Risk Managed Income ETF stock for Q2 2023, up 36% quarter-over-quarter.
- 2 funds opened new Nationwide Dow Jones Risk Managed Income ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Nationwide Dow Jones Risk Managed Income ETF buyer in Q2 2023 was Concord Wealth Partners, an estimated $2.1M added.
- The largest Nationwide Dow Jones Risk Managed Income ETF seller in Q2 2023 was Commonwealth Equity Services, an estimated $6.91K sold.
Based on aggregated 13F filings for Q2 2023.