Nationwide Dow Jones Risk Managed Income ETF
NDJI
NDJI was delisted on the 22nd of February, 2024.
6 hedge funds and large institutions have $14.7M invested in Nationwide Dow Jones Risk Managed Income ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
24% less capital invested
Capital invested by funds: $19.3M → $14.7M (-$4.65M)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$67K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$47.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$26.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$2.07M |
| 2 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
-$1.56M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$586K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$40.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
1
Concord Wealth Partners
Abingdon,
Virginia
| $7.46M | -$2.07M | -101,246 | -21% |
|
|
CAMV
2
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $5.78M | -$1.56M | -76,497 | -21% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $957K | -$40.8K | -1,998 | -4% |
|
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $259K | +$67K | +3,284 | +33% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $182K | +$47.1K | +2,310 | +33% |
|
|
6
UBS Group
Zurich,
Switzerland
| $25.2K | +$26.1K | +1,281 | New |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| – | -$586K | -28,745 | Closed |
|
NDJI Hedge Fund Activity: Q3 2023 in Review
6 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nationwide Dow Jones Risk Managed Income ETF (NDJI) for Q3 2023, worth a combined $14.7M — down 24% from $19.3M a quarter earlier.
Fund positioning in NDJI was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $67K. The largest seller was Concord Wealth Partners, cutting an estimated $2.07M.
- 6 institutional investors held Nationwide Dow Jones Risk Managed Income ETF (NDJI) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $14.7M of Nationwide Dow Jones Risk Managed Income ETF stock for Q3 2023, down 24% quarter-over-quarter.
- 1 fund opened new Nationwide Dow Jones Risk Managed Income ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest Nationwide Dow Jones Risk Managed Income ETF buyer in Q3 2023 was Janney Montgomery Scott, an estimated $67K added.
- The largest Nationwide Dow Jones Risk Managed Income ETF seller in Q3 2023 was Concord Wealth Partners, an estimated $2.07M sold.
Based on aggregated 13F filings for Q3 2023.