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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 $43.4M invested in Invesco Insider Sentiment ETF in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2929 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

9% less capital invested

Capital invested by funds: $47.9M → $43.4M (-$4.51M)

81% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 16

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
3
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
1
WESCAP Management Group
California
$7.3M -$839K -19,270 -11%
UBS Group
2
UBS Group
Switzerland
$6.85M -$1.6M -36,688 -20%
Goldman Sachs
3
Goldman Sachs
New York
$6.78M -$2.52K -58 -0%
BC
4
Brinker Capital
Pennsylvania
$3.8M -$1.14M -26,292 -24%
Morgan Stanley
5
Morgan Stanley
New York
$3.02M -$1.73M -39,666 -38%
Bank of America
6
Bank of America
North Carolina
$2.89M -$127K -2,928 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.65M +$102K +2,352 +4%
Jane Street
8
Jane Street
New York
$1.99M +$1.86M +42,837 New
VKH
9
Virtu KCG Holdings
New York
$1.57M +$1.2M +27,657 +457%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.4M -$264K -6,057 -17%
BHB
11
Bank Hapoalim BM
Israel
$1.3M -$323K -7,434 -21%
NCMW
12
Northern Capital Management (Wisconsin)
Wisconsin
$871K -$33.7K -775 -4%
Citigroup
13
Citigroup
New York
$676K -$214K -4,927 -25%
MFS
14
MSI Financial Services
Massachusetts
$611K -$1.01M -23,231 -64%
LPL Financial
15
LPL Financial
California
$611K -$67.7K -1,556 -10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$311K
MCM
17
MAI Capital Management
Ohio
$256K -$43.5K -1,000 -15%
Citadel Advisors
18
Citadel Advisors
Florida
$225K +$210K +4,835 New
Wells Fargo
19
Wells Fargo
California
$170K -$36.4K -836 -19%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$56K +$479 +11 +0.9%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$34K
AIG
22
American International Group
New York
$15K -$34.9K -802 -71%
TRCT
23
Tower Research Capital (TRC)
New York
$13K -$8.44K -194 -42%
FANJ
24
Financial Architects (New Jersey)
New Jersey
$7K +$6.53K +150 New
MA
25
MCF Advisors
Kentucky
$6K

NFO Hedge Fund Activity: Q1 2016 in Review

29 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q1 2016, worth a combined $43.4M — down 9.4% from $47.9M a quarter earlier.

Fund positioning in NFO was balanced in Q1 2016: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.86M. The largest seller was Morgan Stanley, cutting an estimated $1.73M.

  • 29 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $43.4M of Invesco Insider Sentiment ETF stock for Q1 2016, down 9.4% quarter-over-quarter.
  • 4 funds opened new Invesco Insider Sentiment ETF positions in Q1 2016 and 4 closed out, a net change of 0 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q1 2016 was Jane Street, an estimated $1.86M added.
  • The largest Invesco Insider Sentiment ETF seller in Q1 2016 was Morgan Stanley, an estimated $1.73M sold.

Based on aggregated 13F filings for Q1 2016.