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NFO

Invesco Insider Sentiment ETF

Delisted

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

37 hedge funds and large institutions have $117M invested in Invesco Insider Sentiment ETF in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

81% more capital invested

Capital invested by funds: $64.6M → $117M (+$52.4M)

37% more funds holding

Funds holding: 2737 (+10)

Holders
37
Holders Change
+10
Holders Change %
+37.04%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$33.5M +$2.5M +55,813 +8%
RIG
2
RiverFront Investment Group
Virginia
$19.3M +$18.5M +411,917 New
U
3
UBS
Switzerland
$16.5M +$7.9M +176,150 +100%
Bank of America
4
Bank of America
North Carolina
$10.2M -$70.3K -1,567 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$6.25M +$1.75M +39,071 +41%
BTS
6
BB&T Securities
Virginia
$4.54M +$434K +9,678 New
Goldman Sachs
7
Goldman Sachs
New York
$3.96M +$2.69K +60 +0.1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.37M +$1.43M +31,935 +80%
BHB
9
Bank Hapoalim BM
Israel
$3.19M +$3.06M +68,157 New
OC
10
Oppenheimer & Co
New York
$2.32M +$38.1K +850 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.71M +$1.64M +36,476 New
MCC
12
Mid Continent Capital
Illinois
$1.51M +$13.5K +300 +0.9%
RJA
13
Raymond James & Associates
Florida
$1.33M +$1.27M +28,415 New
VC
14
Vicus Capital
Pennsylvania
$1.25M +$179K +4,001 +18%
LPL Financial
15
LPL Financial
California
$998K +$5.83K +130 +0.6%
SI
16
Stephens Inc
Arkansas
$898K
Citigroup
17
Citigroup
New York
$847K +$38.6K +861 +5%
NCMW
18
Northern Capital Management (Wisconsin)
Wisconsin
$641K +$122K +2,725 +25%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$537K +$124K +2,759 +32%
IH
20
IFC Holdings
Florida
$524K -$13.1K -293 -3%
FIG
21
FundX Investment Group
California
$483K +$462K +10,300 New
VKH
22
Virtu KCG Holdings
New York
$481K +$460K +10,259 New
Deutsche Bank
23
Deutsche Bank
Germany
$363K -$308K -6,871 -47%
Wells Fargo
24
Wells Fargo
California
$360K +$20.3K +453 +6%
PI
25
Placemark Investments
Illinois
$331K +$316K +7,041 New

NFO Hedge Fund Activity: Q4 2013 in Review

37 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q4 2013, worth a combined $117M — up 81% from $64.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NFO positions and 2 closed out — a net gain of 10 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $18.5M. The largest seller was Deutsche Bank, cutting an estimated $308K.

  • 37 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q4 2013, up from 27 in Q3 2013.
  • Funds reported $117M of Invesco Insider Sentiment ETF stock for Q4 2013, up 81% quarter-over-quarter.
  • 12 funds opened new Invesco Insider Sentiment ETF positions in Q4 2013 and 2 closed out, a net change of +10 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q4 2013 was RiverFront Investment Group, an estimated $18.5M added.
  • The largest Invesco Insider Sentiment ETF seller in Q4 2013 was Deutsche Bank, an estimated $308K sold.

Based on aggregated 13F filings for Q4 2013.