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NFO

Invesco Insider Sentiment ETF

Delisted

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

29 hedge funds and large institutions have $47.9M invested in Invesco Insider Sentiment ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

15% more capital invested

Capital invested by funds: $41.8M → $47.9M (+$6.17M)

7% more funds holding

Funds holding: 2729 (+2)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
6
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8.57M -$488K -10,297 -5%
WMG
2
WESCAP Management Group
California
$8.2M +$8.36M +176,201 New
Goldman Sachs
3
Goldman Sachs
New York
$6.79M -$4.74K -100 -0.1%
BC
4
Brinker Capital
Pennsylvania
$5.03M -$937K -19,762 -15%
Morgan Stanley
5
Morgan Stanley
New York
$4.87M -$184K -3,876 -4%
Bank of America
6
Bank of America
North Carolina
$3.03M +$55.5K +1,171 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.54M -$294K -6,204 -10%
MFS
8
MSI Financial Services
Massachusetts
$1.69M +$490K +10,336 +40%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.68M +$672K +14,176 +64%
BHB
10
Bank Hapoalim BM
Israel
$1.65M -$254K -5,362 -13%
NCMW
11
Northern Capital Management (Wisconsin)
Wisconsin
$908K -$23.7K -500 -2%
Citigroup
12
Citigroup
New York
$905K +$10.2K +214 +1%
LPL Financial
13
LPL Financial
California
$683K +$386K +8,131 +120%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$311K -$5.69K -120 -2%
MCM
15
MAI Capital Management
Ohio
$303K
VKH
16
Virtu KCG Holdings
New York
$282K -$1.77M -37,324 -86%
Wells Fargo
17
Wells Fargo
California
$209K -$15.4K -325 -7%
IA
18
IFP Advisors
Florida
$76K +$77.1K +1,625 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$56K -$6.88K -145 -11%
AIG
20
American International Group
New York
$52K -$13.3K -281 -20%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$34K
TRCT
22
Tower Research Capital (TRC)
New York
$22K +$22.1K +466 New
WAM
23
Wealthspire Advisors (Maryland)
Maryland
$10K +$9.96K +210 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$9K +$142 +3 +2%
MA
25
MCF Advisors
Kentucky
$6K

NFO Hedge Fund Activity: Q4 2015 in Review

29 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q4 2015, worth a combined $47.9M — up 15% from $41.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NFO positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $672K. The largest seller was Virtu KCG Holdings, cutting an estimated $1.77M.

  • 29 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q4 2015, up from 27 in Q3 2015.
  • Funds reported $47.9M of Invesco Insider Sentiment ETF stock for Q4 2015, up 15% quarter-over-quarter.
  • 5 funds opened new Invesco Insider Sentiment ETF positions in Q4 2015 and 3 closed out, a net change of +2 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q4 2015 was Susquehanna International Group, an estimated $672K added.
  • The largest Invesco Insider Sentiment ETF seller in Q4 2015 was Virtu KCG Holdings, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2015.