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NFO

Invesco Insider Sentiment ETF

Delisted

NFO was delisted on the 14th of February, 2020.

40 hedge funds and large institutions have $67M invested in Invesco Insider Sentiment ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 3940 (+1)

10% less capital invested

Capital invested by funds: $74.4M → $67M (-$7.44M)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$148K +$107K +2,241 +288%
MFS
27
MSI Financial Services
Massachusetts
$63K -$7.8K -163 -11%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$62K -$15.7K -328 -21%
AIG
29
American International Group
New York
$49.9K -$39.5K -825 -45%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$11K +$10.5K +219 New
MA
31
MCF Advisors
Kentucky
$7K
FANJ
32
Financial Architects (New Jersey)
New Jersey
$7K +$7.18K +150 New
WA
33
WFG Advisors
Texas
$5K
PMFA
34
Plante Moran Financial Advisors
Michigan
$5K +$4.59K +96 New
NPC
35
National Planning Corporation
California
$4.4K +$4.4K +92 New
BFEC
36
Benjamin F. Edwards & Company
Missouri
$2K
NFG
37
Next Financial Group
Texas
$2K
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$1K +$1.34K +28 New
BRWA
39
B. Riley Wealth Advisors
Florida
$37 +$35.9K +750 New
CS
40
Credit Suisse
Switzerland
-$2.97M -63,403 Closed
SB
41
Suntrust Banks
Georgia
-$598K -12,788 Closed
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
-$547K -11,679 Closed
IAA
43
Ironsides Asset Advisors
North Carolina
-$538K -11,494 Closed
Deutsche Bank
44
Deutsche Bank
Germany
-$142K -3,050 Closed
PAG
45
Private Advisor Group
New Jersey
-$26K -561 Closed
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
-$936 -20 Closed
Parallax Volatility Advisers
47
Parallax Volatility Advisers
California
+$48 +1 New

NFO Hedge Fund Activity: Q4 2014 in Review

40 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q4 2014, worth a combined $67M — down 10% from $74.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NFO positions and 7 closed out — a net gain of 3 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.85M. The largest seller was Credit Suisse, exiting entirely with an estimated $2.97M sold.

  • 40 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q4 2014, up from 39 in Q3 2014.
  • Funds reported $67M of Invesco Insider Sentiment ETF stock for Q4 2014, down 10% quarter-over-quarter.
  • 10 funds opened new Invesco Insider Sentiment ETF positions in Q4 2014 and 7 closed out, a net change of +3 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q4 2014 was Goldman Sachs, an estimated $2.85M added.
  • The largest Invesco Insider Sentiment ETF seller in Q4 2014 was Credit Suisse, an estimated $2.97M sold.

Based on aggregated 13F filings for Q4 2014.