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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 $27.9M invested in Invesco Insider Sentiment ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3031 (+1)

3% more capital invested

Capital invested by funds: $27.2M → $27.9M (+$744K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
6
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.12M -$275K -5,024 -4%
WMG
2
WESCAP Management Group
California
$6.05M -$238K -4,334 -4%
Morgan Stanley
3
Morgan Stanley
New York
$3.83M -$41.1K -749 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.06M -$119K -2,165 -4%
BC
5
Brinker Capital
Pennsylvania
$1.47M -$377K -6,874 -21%
Jane Street
6
Jane Street
New York
$1.04M +$640K +11,670 +167%
NCMW
7
Northern Capital Management (Wisconsin)
Wisconsin
$1.03M -$822 -15 -0.1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$990K +$419K +7,652 +76%
BHB
9
Bank Hapoalim BM
Israel
$939K -$18.9K -345 -2%
MML Investors Services
10
MML Investors Services
Massachusetts
$660K +$650K +11,853 New
Bank of America
11
Bank of America
North Carolina
$569K +$157K +2,873 +39%
VKH
12
Virtu KCG Holdings
New York
$436K -$160K -2,918 -27%
LPL Financial
13
LPL Financial
California
$312K +$56.2K +1,025 +22%
MCM
14
MAI Capital Management
Ohio
$306K
RJA
15
Raymond James & Associates
Florida
$232K +$228K +4,156 New
OC
16
Oppenheimer & Co
New York
$230K +$2.47K +45 +1%
Wells Fargo
17
Wells Fargo
California
$208K -$2.08K -38 -1%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$117K
Citigroup
19
Citigroup
New York
$95K -$14.7K -268 -14%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$71K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$53K +$16.4K +300 +47%
GRP
22
Global Retirement Partners
California
$42K +$41.7K +760 New
IA
23
IFP Advisors
Florida
$29K
SF
24
Synovus Financial
Georgia
$16K +$16.2K +295 New
FANJ
25
Financial Architects (New Jersey)
New Jersey
$8K

NFO Hedge Fund Activity: Q2 2017 in Review

31 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q2 2017, worth a combined $27.9M — up 2.7% from $27.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NFO positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $650K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.18M sold.

  • 31 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q2 2017, up from 30 in Q1 2017.
  • Funds reported $27.9M of Invesco Insider Sentiment ETF stock for Q2 2017, up 2.7% quarter-over-quarter.
  • 4 funds opened new Invesco Insider Sentiment ETF positions in Q2 2017 and 3 closed out, a net change of +1 holder.
  • The largest Invesco Insider Sentiment ETF buyer in Q2 2017 was MML Investors Services, an estimated $650K added.
  • The largest Invesco Insider Sentiment ETF seller in Q2 2017 was Citadel Advisors, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2017.