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NFO

Invesco Insider Sentiment ETF

Delisted

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

32 hedge funds and large institutions have $33.7M invested in Invesco Insider Sentiment ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

10% more funds holding

Funds holding: 2932 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $41.6M → $33.7M (-$7.96M)

77% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 13

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
3
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
1
WESCAP Management Group
California
$7.05M -$403K -8,072 -5%
UBS Group
2
UBS Group
Switzerland
$6.37M -$342K -6,847 -5%
BC
3
Brinker Capital
Pennsylvania
$3.54M -$27.6K -552 -0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.03M +$281K +5,637 +10%
Morgan Stanley
5
Morgan Stanley
New York
$2.87M -$153K -3,066 -5%
Goldman Sachs
6
Goldman Sachs
New York
$2.38M -$4.91M -98,400 -67%
Jane Street
7
Jane Street
New York
$1.48M +$680K +13,624 +85%
BHB
8
Bank Hapoalim BM
Israel
$1.09M -$114K -2,284 -9%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.09M -$1.41M -28,326 -57%
NCMW
10
Northern Capital Management (Wisconsin)
Wisconsin
$807K
VKH
11
Virtu KCG Holdings
New York
$797K -$571K -11,441 -42%
Citadel Advisors
12
Citadel Advisors
Florida
$666K +$93K +1,864 +16%
MFS
13
MSI Financial Services
Massachusetts
$632K -$20.4K -409 -3%
Bank of America
14
Bank of America
North Carolina
$450K -$2.55M -51,015 -85%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$322K +$320K +6,418 New
LPL Financial
16
LPL Financial
California
$299K -$29.4K -590 -9%
MCM
17
MAI Capital Management
Ohio
$276K
Wells Fargo
18
Wells Fargo
California
$184K -$10.1K -203 -5%
Citigroup
19
Citigroup
New York
$111K -$609K -12,208 -85%
IA
20
IFP Advisors
Florida
$66K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$61K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$36K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$16K +$15.8K +316 New
FANJ
24
Financial Architects (New Jersey)
New Jersey
$8K
MA
25
MCF Advisors
Kentucky
$7K

NFO Hedge Fund Activity: Q3 2016 in Review

32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q3 2016, worth a combined $33.7M — down 19% from $41.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NFO positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $680K. The largest seller was Goldman Sachs, cutting an estimated $4.91M.

  • 32 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q3 2016, up from 29 in Q2 2016.
  • Funds reported $33.7M of Invesco Insider Sentiment ETF stock for Q3 2016, down 19% quarter-over-quarter.
  • 5 funds opened new Invesco Insider Sentiment ETF positions in Q3 2016 and 2 closed out, a net change of +3 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q3 2016 was Jane Street, an estimated $680K added.
  • The largest Invesco Insider Sentiment ETF seller in Q3 2016 was Goldman Sachs, an estimated $4.91M sold.

Based on aggregated 13F filings for Q3 2016.