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NFO

Invesco Insider Sentiment ETF

Delisted

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

31 hedge funds and large institutions have $63.2M invested in Invesco Insider Sentiment ETF in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less capital invested

Capital invested by funds: $67M → $63.2M (-$3.77M)

23% less funds holding

Funds holding: 4031 (-9)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

Holders
31
Holders Change
-9
Holders Change %
-22.5%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
12
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$15.5M -$1.75M -35,842 -10%
UBS Group
2
UBS Group
Switzerland
$11.6M -$1.23M -25,136 -10%
Goldman Sachs
3
Goldman Sachs
New York
$7.15M +$10.2K +208 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$5.37M -$57K -1,168 -1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.14M +$600K +12,278 +13%
Bank of America
6
Bank of America
North Carolina
$3.35M -$538K -11,024 -14%
Citadel Advisors
7
Citadel Advisors
Florida
$2.5M +$2.47M +50,498 New
BHB
8
Bank Hapoalim BM
Israel
$2.23M -$582K -11,909 -21%
MCC
9
Mid Continent Capital
Illinois
$1.36M -$73.3K -1,500 -5%
MFS
10
MSI Financial Services
Massachusetts
$1.31M +$1.22M +25,073 +1,959%
Citigroup
11
Citigroup
New York
$964K +$17.5K +358 +2%
NCMW
12
Northern Capital Management (Wisconsin)
Wisconsin
$958K +$24.4K +500 +3%
SG Americas Securities
13
SG Americas Securities
New York
$787K
Jane Street
14
Jane Street
New York
$778K -$1.18M -24,147 -61%
IH
15
IFC Holdings
Florida
$728K +$58.6K +1,199 +9%
VKH
16
Virtu KCG Holdings
New York
$689K +$369K +7,554 +119%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$583K -$747K -15,304 -57%
LPL Financial
18
LPL Financial
California
$460K -$1.17K -24 -0.3%
MCM
19
MAI Capital Management
Ohio
$322K
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$300K
V
21
Veritable
Delaware
$300K +$296K +6,057 New
Wells Fargo
22
Wells Fargo
California
$295K -$6.64K -136 -2%
EVC
23
Eidelman Virant Capital
Missouri
$282K -$41K -840 -13%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$128K -$20.8K -426 -14%
AIG
25
American International Group
New York
$52.2K +$1.71K +35 +3%

NFO Hedge Fund Activity: Q1 2015 in Review

31 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q1 2015, worth a combined $63.2M — down 5.6% from $67M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NFO and 4 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.47M. The largest seller was Brinker Capital, cutting an estimated $1.75M.

  • 31 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q1 2015, down from 40 in Q4 2014.
  • Funds reported $63.2M of Invesco Insider Sentiment ETF stock for Q1 2015, down 5.6% quarter-over-quarter.
  • 4 funds opened new Invesco Insider Sentiment ETF positions in Q1 2015 and 12 closed out, a net change of -8 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q1 2015 was Citadel Advisors, an estimated $2.47M added.
  • The largest Invesco Insider Sentiment ETF seller in Q1 2015 was Brinker Capital, an estimated $1.75M sold.

Based on aggregated 13F filings for Q1 2015.