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NFO

Invesco Insider Sentiment ETF

Delisted

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

41 hedge funds and large institutions have $99M invested in Invesco Insider Sentiment ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

11% more funds holding

Funds holding: 3741 (+4)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

15% less capital invested

Capital invested by funds: $116M → $99M (-$17.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
14
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$37.3M +$197K +4,125 +0.6%
U
2
UBS
Switzerland
$18.5M -$1.8M -37,755 -9%
Bank of America
3
Bank of America
North Carolina
$8.4M +$2.8M +58,828 +53%
Morgan Stanley
4
Morgan Stanley
New York
$6.51M +$430K +9,030 +7%
Goldman Sachs
5
Goldman Sachs
New York
$4.19M -$3.38K -71 -0.1%
BHB
6
Bank Hapoalim BM
Israel
$3.65M +$11.2K +234 +0.3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.57M +$495K +10,382 +25%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.09M +$2.01M +42,113 New
OC
9
Oppenheimer & Co
New York
$2M -$348K -7,291 -15%
CS
10
Credit Suisse
Switzerland
$1.89M +$1.81M +38,071 New
MCC
11
Mid Continent Capital
Illinois
$1.72M +$112K +2,350 +7%
Jane Street
12
Jane Street
New York
$1.11M +$1.07M +22,430 New
LPL Financial
13
LPL Financial
California
$960K -$54.1K -1,135 -6%
Citigroup
14
Citigroup
New York
$922K +$1.72K +36 +0.2%
NCMW
15
Northern Capital Management (Wisconsin)
Wisconsin
$719K -$953 -20 -0.1%
IH
16
IFC Holdings
Florida
$659K +$74.8K +1,570 +13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$640K -$5.39K -113 -0.9%
SB
18
Suntrust Banks
Georgia
$634K
IAA
19
Ironsides Asset Advisors
North Carolina
$594K +$571K +11,974 New
VKH
20
Virtu KCG Holdings
New York
$530K -$604K -12,674 -54%
Wells Fargo
21
Wells Fargo
California
$406K +$13.8K +289 +4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$371K -$1.38K -29 -0.4%
EVC
23
Eidelman Virant Capital
Missouri
$368K +$2.38K +50 +0.7%
BCM
24
Brookstone Capital Management
Illinois
$339K +$31.5K +660 +11%
VC
25
Vicus Capital
Pennsylvania
$314K -$1M -20,996 -77%

NFO Hedge Fund Activity: Q2 2014 in Review

41 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q2 2014, worth a combined $99M — down 15% from $116M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NFO positions and 5 closed out — a net gain of 4 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $2.8M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $20.3M sold.

  • 41 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q2 2014, up from 37 in Q1 2014.
  • Funds reported $99M of Invesco Insider Sentiment ETF stock for Q2 2014, down 15% quarter-over-quarter.
  • 9 funds opened new Invesco Insider Sentiment ETF positions in Q2 2014 and 5 closed out, a net change of +4 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q2 2014 was Bank of America, an estimated $2.8M added.
  • The largest Invesco Insider Sentiment ETF seller in Q2 2014 was RiverFront Investment Group, an estimated $20.3M sold.

Based on aggregated 13F filings for Q2 2014.