Invesco Insider Sentiment ETF
NFO was delisted on the 14th of February, 2020.
30 hedge funds and large institutions have $22M invested in Invesco Insider Sentiment ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
18% more capital invested
Capital invested by funds: $18.7M → $22M (+$3.34M)
11% more funds holding
Funds holding: 27 → 30 (+3)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMG
WESCAP Management Group
Glendale,
California
|
+$4.83M |
| 2 |
Jane Street
New York
|
+$2.31M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$463K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$355K |
| 5 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$429K |
| 2 |
OC
Oppenheimer & Co
New York
|
-$301K |
| 3 |
SG Americas Securities
New York
|
-$265K |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$253K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$210K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
26
WealthBridge Capital Management
Westerville,
Ohio
| $8K | +$9.22K | +150 | New |
|
|
CAL
27
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $7K | – | – | – |
|
28
Citigroup
New York
| $5K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $3K | -$3.99K | -65 | -57% |
|
|
OC
30
Oppenheimer & Co
New York
| – | -$301K | -4,511 | Closed |
|
|
BC
31
Brinker Capital
Berwyn,
Pennsylvania
| – | -$253K | -3,797 | Closed |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| – | -$210K | -3,152 | Closed |
|
|
BFEC
33
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$3K | -47 | Closed |
|
NFO Hedge Fund Activity: Q4 2018 in Review
30 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q4 2018, worth a combined $22M — up 18% from $18.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NFO positions and 4 closed out — a net gain of 3 holders — while 4 added to existing stakes and 9 trimmed.
The largest buyer was WESCAP Management Group, opening a new position worth an estimated $4.83M. The largest seller was UBS Group, cutting an estimated $429K.
- 30 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q4 2018, up from 27 in Q3 2018.
- Funds reported $22M of Invesco Insider Sentiment ETF stock for Q4 2018, up 18% quarter-over-quarter.
- 7 funds opened new Invesco Insider Sentiment ETF positions in Q4 2018 and 4 closed out, a net change of +3 holders.
- The largest Invesco Insider Sentiment ETF buyer in Q4 2018 was WESCAP Management Group, an estimated $4.83M added.
- The largest Invesco Insider Sentiment ETF seller in Q4 2018 was UBS Group, an estimated $429K sold.
Based on aggregated 13F filings for Q4 2018.