Invesco Insider Sentiment ETF
NFO was delisted on the 14th of February, 2020.
24 hedge funds and large institutions have $23.1M invested in Invesco Insider Sentiment ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.
5% less capital invested
Capital invested by funds: $24.3M → $23.1M (-$1.21M)
14% less funds holding
Funds holding: 28 → 24 (-4)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$642K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$91.3K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$23.2K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.18M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.57M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$432K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$404K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| – | -$10K | -154 | Closed |
|
|
WCM
27
WealthBridge Capital Management
Westerville,
Ohio
| – | -$10K | -150 | Closed |
|
|
CAL
28
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$7K | -119 | Closed |
|
NFO Hedge Fund Activity: Q2 2019 in Review
24 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q2 2019, worth a combined $23.1M — down 5% from $24.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NFO and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 6 added.
The largest buyer was LPL Financial, adding an estimated $1.39M. The largest seller was Morgan Stanley, cutting an estimated $2.18M.
- 24 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q2 2019, down from 28 in Q1 2019.
- Funds reported $23.1M of Invesco Insider Sentiment ETF stock for Q2 2019, down 5% quarter-over-quarter.
- 2 funds opened new Invesco Insider Sentiment ETF positions in Q2 2019 and 5 closed out, a net change of -3 holders.
- The largest Invesco Insider Sentiment ETF buyer in Q2 2019 was LPL Financial, an estimated $1.39M added.
- The largest Invesco Insider Sentiment ETF seller in Q2 2019 was Morgan Stanley, an estimated $2.18M sold.
Based on aggregated 13F filings for Q2 2019.