Nationwide Dow Jones Risk Managed Income ETF
NDJI
NDJI was delisted on the 22nd of February, 2024.
7 hedge funds and large institutions have $13.3M invested in Nationwide Dow Jones Risk Managed Income ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
9% less capital invested
Capital invested by funds: $14.7M → $13.3M (-$1.35M)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$948K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.7K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$8.97K |
| 4 |
Morgan Stanley
New York
|
+$40 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$2.04M |
| 2 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
-$1.05M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$101K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$25.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
1
Concord Wealth Partners
Abingdon,
Virginia
| $5.84M | -$2.04M | -101,337 | -27% |
|
|
CAMV
2
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $5.08M | -$1.05M | -52,170 | -18% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $988K | +$948K | +47,024 | New |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $917K | -$101K | -4,995 | -10% |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $286K | +$8.97K | +445 | +3% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $210K | +$14.7K | +729 | +8% |
|
|
7
Morgan Stanley
New York
| $78 | +$40 | +2 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$25.2K | -1,281 | Closed |
|
NDJI Hedge Fund Activity: Q4 2023 in Review
7 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nationwide Dow Jones Risk Managed Income ETF (NDJI) for Q4 2023, worth a combined $13.3M — down 9.2% from $14.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NDJI positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $948K. The largest seller was Concord Wealth Partners, cutting an estimated $2.04M.
- 7 institutional investors held Nationwide Dow Jones Risk Managed Income ETF (NDJI) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $13.3M of Nationwide Dow Jones Risk Managed Income ETF stock for Q4 2023, down 9.2% quarter-over-quarter.
- 2 funds opened new Nationwide Dow Jones Risk Managed Income ETF positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest Nationwide Dow Jones Risk Managed Income ETF buyer in Q4 2023 was Old Mission Capital, an estimated $948K added.
- The largest Nationwide Dow Jones Risk Managed Income ETF seller in Q4 2023 was Concord Wealth Partners, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2023.