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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 $116M invested in Invesco Insider Sentiment ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

0% more funds holding

Funds holding: 3737 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1% less capital invested

Capital invested by funds: $117M → $116M (-$665K)

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
24
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$35.7M +$1.54M +32,884 +5%
RIG
2
RiverFront Investment Group
Virginia
$20.3M +$655K +14,038 +3%
U
3
UBS
Switzerland
$19.6M +$2.78M +59,479 +17%
Morgan Stanley
4
Morgan Stanley
New York
$5.82M -$520K -11,135 -8%
Bank of America
5
Bank of America
North Carolina
$5.26M -$4.99M -106,943 -49%
BTS
6
BB&T Securities
Virginia
$5.18M +$55.7K +1,192 +12%
Goldman Sachs
7
Goldman Sachs
New York
$4.03M +$3.97K +85 +0.1%
BHB
8
Bank Hapoalim BM
Israel
$3.5M +$247K +5,293 +8%
OC
9
Oppenheimer & Co
New York
$2.27M -$91.6K -1,962 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.97M -$1.43M -30,559 -42%
MCC
11
Mid Continent Capital
Illinois
$1.53M -$4.67K -100 -0.3%
RJA
12
Raymond James & Associates
Florida
$1.41M +$53.6K +1,149 +4%
VC
13
Vicus Capital
Pennsylvania
$1.3M +$28.2K +605 +2%
VKH
14
Virtu KCG Holdings
New York
$1.11M +$612K +13,102 +128%
LPL Financial
15
LPL Financial
California
$976K -$38.1K -815 -4%
Citigroup
16
Citigroup
New York
$884K +$23.4K +502 +3%
NCMW
17
Northern Capital Management (Wisconsin)
Wisconsin
$692K +$39.7K +850 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$620K +$72.5K +1,552 +14%
SB
19
Suntrust Banks
Georgia
$609K +$597K +12,788 New
IH
20
IFC Holdings
Florida
$546K +$16.5K +354 +3%
Wells Fargo
21
Wells Fargo
California
$376K +$10.1K +216 +3%
PI
22
Placemark Investments
Illinois
$358K +$21.3K +457 +6%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$358K +$28K +600 +9%
EVC
24
Eidelman Virant Capital
Missouri
$351K +$41.6K +891 +14%
Citadel Advisors
25
Citadel Advisors
Florida
$317K +$310K +6,648 New

NFO Hedge Fund Activity: Q1 2014 in Review

37 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q1 2014, worth a combined $116M — down 0.57% from $117M a quarter earlier.

Fund positioning in NFO was balanced in Q1 2014: 4 funds opened new positions, 4 closed out, 24 added to existing stakes and 7 trimmed.

The largest buyer was UBS, adding an estimated $2.78M. The largest seller was Bank of America, cutting an estimated $4.99M.

  • 37 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $116M of Invesco Insider Sentiment ETF stock for Q1 2014, down 0.57% quarter-over-quarter.
  • 4 funds opened new Invesco Insider Sentiment ETF positions in Q1 2014 and 4 closed out, a net change of 0 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q1 2014 was UBS, an estimated $2.78M added.
  • The largest Invesco Insider Sentiment ETF seller in Q1 2014 was Bank of America, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2014.