Nationwide NASDAQ-100 Risk-Managed Income ETFNUSI
NUSI
0
Funds holding %
of 6,831 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
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
3% less funds holding
Funds holding: 63 [Q2] → 61 (-2) [Q3]
3.97% less ownership
Funds ownership: 16.87% [Q2] → 12.91% (-3.97%) [Q3]
31% less capital invested
Capital invested by funds: $62.7M [Q2] → $43.3M (-$19.4M) [Q3]
42% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 24
Research analyst outlook
We haven’t received any recent analyst ratings for NUSI.
Financial journalist opinion
Based on 4 articles about NUSI published over the past 30 days
Positive
Seeking Alpha
1 day ago
NUSI: 7%+ Yield On NASDAQ Options
The NEOS Nasdaq-100 Hedged Equity Income ETF offers high monthly income with downside protection by using options collars and provides a tax deferral advantage. NUSI's variable monthly distributions rose 26% in 2024. Despite a -24% return in 2022, NUSI rebounded with strong returns in 2023 and 2024, showing resilience and growth potential.
Neutral
Business Wire
1 week ago
NEOS Investments Announces January 2025 ETF Suite Distributions
WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces January monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the January 2025 Ex-Div Date (1/22/2024) Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (BTCI.
Neutral
ETF Trends
1 week ago
Troy Cates on the Recent Strategy Restructure for NUSI
NEOS Investments recently launched the NEOS Nasdaq-100 Hedged Equity Income ETF (NUSI) after making several changes to the underlying strategy. The fund, previously a Nationwide ETF sub-advised by NEOS, now boasts a different risk profile with changes to the options strategy.
Negative
ETF Trends
4 weeks ago
Worried About Volatility? Your 2025 Tech Investing Play
Another year starts off with a volatile start for equities, and tech indexes in particular. Misses by Tesla and reporting declines in fourth-quarter deliveries weighed heavily on tech stocks on January 2.
Neutral
Business Wire
1 month ago
NEOS Investments Announces December 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 December 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 December 2024 Ex-Div Date (12/24/2024) Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (B.
Neutral
Business Wire
1 month ago
NEOS Investments Announces an Exchange Change
WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces that it will change the listing exchange of shares of NEOS Nasdaq-100® Hedged Equity Income ETF (NUSI). The change set forth below is anticipated to go into effect at the close of markets on December 19, 2024. Fund Ticker Fund Name Current Listing Exchange New Listing Exchange NUSI NEOS Nasdaq-100® Hedged Equity Income ETF New York Stock Exchan.
Neutral
Business Wire
2 months ago
NEOS Investments Announces November ETF Suite Distributions
WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces November monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the November 2024 Ex-Div Date (11/20/2024) Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (B.
Positive
Seeking Alpha
2 months 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
2 months 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
4 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.
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