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NFO

Invesco Insider Sentiment ETF

Delisted

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

40 hedge funds and large institutions have $67M invested in Invesco Insider Sentiment ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 3940 (+1)

10% less capital invested

Capital invested by funds: $74.4M → $67M (-$7.44M)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$17.1M -$2.54M -53,169 -13%
UBS Group
2
UBS Group
Switzerland
$12.8M +$12.4M +260,095 New
Goldman Sachs
3
Goldman Sachs
New York
$7.07M +$2.85M +59,585 +71%
Morgan Stanley
4
Morgan Stanley
New York
$5.38M -$1.17M -24,427 -18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.49M +$1.21M +25,248 +38%
Bank of America
6
Bank of America
North Carolina
$3.86M +$146K +3,049 +4%
BHB
7
Bank Hapoalim BM
Israel
$2.8M -$386K -8,071 -12%
Jane Street
8
Jane Street
New York
$1.96M -$1.23M -25,660 -39%
OC
9
Oppenheimer & Co
New York
$1.57M -$48.9K -1,023 -3%
MCC
10
Mid Continent Capital
Illinois
$1.43M -$3.59K -75 -0.3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.33M -$420K -8,768 -24%
Citigroup
12
Citigroup
New York
$936K +$18.9K +396 +2%
NCMW
13
Northern Capital Management (Wisconsin)
Wisconsin
$924K +$207K +4,330 +30%
SG Americas Securities
14
SG Americas Securities
New York
$780K -$148K -3,103 -16%
IH
15
IFC Holdings
Florida
$675K +$45.3K +947 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$557K +$543K +11,353 New
BCM
17
Brookstone Capital Management
Illinois
$530K +$136K +2,843 +36%
LPL Financial
18
LPL Financial
California
$458K -$9.14K -191 -2%
EVC
19
Eidelman Virant Capital
Missouri
$320K -$25.1K -525 -7%
MCM
20
MAI Capital Management
Ohio
$319K +$311K +6,500 New
VKH
21
Virtu KCG Holdings
New York
$311K -$15.6K -325 -5%
Wells Fargo
22
Wells Fargo
California
$299K +$37.5K +784 +15%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$297K +$6.89K +144 +2%
Ameriprise
24
Ameriprise
Minnesota
$238K +$52.6K +1,100 +29%
NES
25
New England Securities
New York
$233K -$39.7K -830 -15%

NFO Hedge Fund Activity: Q4 2014 in Review

40 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q4 2014, worth a combined $67M — down 10% from $74.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NFO positions and 7 closed out — a net gain of 3 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.85M. The largest seller was Credit Suisse, exiting entirely with an estimated $2.97M sold.

  • 40 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q4 2014, up from 39 in Q3 2014.
  • Funds reported $67M of Invesco Insider Sentiment ETF stock for Q4 2014, down 10% quarter-over-quarter.
  • 10 funds opened new Invesco Insider Sentiment ETF positions in Q4 2014 and 7 closed out, a net change of +3 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q4 2014 was Goldman Sachs, an estimated $2.85M added.
  • The largest Invesco Insider Sentiment ETF seller in Q4 2014 was Credit Suisse, an estimated $2.97M sold.

Based on aggregated 13F filings for Q4 2014.