Invesco Insider Sentiment ETF
NFO was delisted on the 14th of February, 2020.
27 hedge funds and large institutions have $64.6M invested in Invesco Insider Sentiment ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
27% more capital invested
Capital invested by funds: $51.1M → $64.6M (+$13.5M)
17% more funds holding
Funds holding: 23 → 27 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$3.58M |
| 2 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$3.47M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.34M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.02M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$811K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.7M |
| 2 |
HK
Horizon Kinetics
New York
|
-$202K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$120K |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$63.8K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$21.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WF
26
WealthTrust Fairport
Cleveland,
Ohio
| $3K | +$3.22K | +76 | New |
|
|
BFEC
27
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2K | – | – | – |
|
|
HK
28
Horizon Kinetics
New York
| – | -$202K | -5,067 | Closed |
|
|
29
Creative Planning
Overland Park,
Kansas
| – | -$120K | -3,000 | Closed |
|
30
Barclays
London,
United Kingdom
| – | -$7K | -182 | Closed |
|
NFO Hedge Fund Activity: Q3 2013 in Review
27 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q3 2013, worth a combined $64.6M — up 27% from $51.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NFO positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $3.58M. The largest seller was Morgan Stanley, cutting an estimated $1.7M.
- 27 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q3 2013, up from 23 in Q2 2013.
- Funds reported $64.6M of Invesco Insider Sentiment ETF stock for Q3 2013, up 27% quarter-over-quarter.
- 7 funds opened new Invesco Insider Sentiment ETF positions in Q3 2013 and 3 closed out, a net change of +4 holders.
- The largest Invesco Insider Sentiment ETF buyer in Q3 2013 was Goldman Sachs, an estimated $3.58M added.
- The largest Invesco Insider Sentiment ETF seller in Q3 2013 was Morgan Stanley, an estimated $1.7M sold.
Based on aggregated 13F filings for Q3 2013.