We are live on ! Find out more
NFO

Invesco Insider Sentiment ETF

Delisted

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

30 hedge funds and large institutions have $27.2M invested in Invesco Insider Sentiment ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

7% more funds holding

Funds holding: 2830 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $29.9M → $27.2M (-$2.69M)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.11M -$270K -5,220 -4%
WMG
2
WESCAP Management Group
California
$6.01M -$1.21M -23,472 -17%
Morgan Stanley
3
Morgan Stanley
New York
$3.7M +$756K +14,637 +27%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.03M -$307K -5,945 -9%
BC
5
Brinker Capital
Pennsylvania
$1.77M -$279K -5,396 -14%
Citadel Advisors
6
Citadel Advisors
Florida
$1.18M +$456K +8,825 +66%
NCMW
7
Northern Capital Management (Wisconsin)
Wisconsin
$989K -$12.9K -250 -1%
BHB
8
Bank Hapoalim BM
Israel
$915K -$235K -4,547 -21%
VKH
9
Virtu KCG Holdings
New York
$572K +$330K +6,382 +146%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$538K -$1.57M -30,323 -75%
Bank of America
11
Bank of America
North Carolina
$390K +$3.82K +74 +1%
Jane Street
12
Jane Street
New York
$372K +$361K +6,992 New
MCM
13
MAI Capital Management
Ohio
$293K
LPL Financial
14
LPL Financial
California
$244K -$46.7K -904 -16%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$235K -$103K -2,000 -31%
OC
16
Oppenheimer & Co
New York
$217K +$210K +4,075 New
Wells Fargo
17
Wells Fargo
California
$201K +$17.2K +334 +10%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K +$108K +2,095 New
Citigroup
19
Citigroup
New York
$105K +$1.45K +28 +1%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$68K +$723 +14 +1%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$34K
CPIG
22
Chicago Partners Investment Group
Illinois
$32K +$31.3K +607 New
IA
23
IFP Advisors
Florida
$28K -$4.44K -86 -14%
FANJ
24
Financial Architects (New Jersey)
New Jersey
$8K
MA
25
MCF Advisors
Kentucky
$7K

NFO Hedge Fund Activity: Q1 2017 in Review

30 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q1 2017, worth a combined $27.2M — down 9% from $29.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NFO positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $756K. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.44M sold.

  • 30 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q1 2017, up from 28 in Q4 2016.
  • Funds reported $27.2M of Invesco Insider Sentiment ETF stock for Q1 2017, down 9% quarter-over-quarter.
  • 4 funds opened new Invesco Insider Sentiment ETF positions in Q1 2017 and 1 closed out, a net change of +3 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q1 2017 was Morgan Stanley, an estimated $756K added.
  • The largest Invesco Insider Sentiment ETF seller in Q1 2017 was Goldman Sachs, an estimated $2.44M sold.

Based on aggregated 13F filings for Q1 2017.