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NFO

Invesco Insider Sentiment ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2327 (+4)

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$28.2M +$3.47M +81,981 +14%
Bank of America
2
Bank of America
North Carolina
$9.37M +$200K +4,724 +2%
U
3
UBS
Switzerland
$7.52M +$1.02M +23,960 +16%
Morgan Stanley
4
Morgan Stanley
New York
$4.04M -$1.7M -40,234 -30%
Goldman Sachs
5
Goldman Sachs
New York
$3.62M +$3.58M +84,474 New
OC
6
Oppenheimer & Co
New York
$2.08M +$46K +1,085 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.71M +$1.34M +31,570 +374%
MCC
8
Mid Continent Capital
Illinois
$1.37M +$83.7K +1,975 +7%
VC
9
Vicus Capital
Pennsylvania
$972K -$63.8K -1,506 -6%
LPL Financial
10
LPL Financial
California
$918K +$302K +7,118 +51%
SI
11
Stephens Inc
Arkansas
$820K +$811K +19,152 New
Citigroup
12
Citigroup
New York
$736K -$13.3K -313 -2%
Deutsche Bank
13
Deutsche Bank
Germany
$624K +$420K +9,911 +210%
IH
14
IFC Holdings
Florida
$502K -$15.2K -358 -3%
NCMW
15
Northern Capital Management (Wisconsin)
Wisconsin
$468K -$7.41K -175 -2%
MFS
16
MSI Financial Services
Massachusetts
$390K +$212K +5,013 +123%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$372K -$21.2K -500 -5%
Wells Fargo
18
Wells Fargo
California
$309K +$14.1K +333 +5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$286K +$283K +6,677 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$75K -$9.23K -218 -11%
AIG
21
American International Group
New York
$58.7K +$55.1K +1,300 +1,831%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$36K +$16.9K +398 +90%
Ameriprise
23
Ameriprise
Minnesota
$28K +$27.9K +659 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$26K +$25.4K +600 New
NES
25
New England Securities
New York
$23K +$22.9K +540 New

NFO Hedge Fund Activity: Q3 2013 in Review

27 of the 3,084 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.