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NFO

Invesco Insider Sentiment ETF

Delisted

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

30 hedge funds and large institutions have $27.5M invested in Invesco Insider Sentiment ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 3130 (-1)

6% less capital invested

Capital invested by funds: $29.2M → $27.5M (-$1.74M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
6
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
1
WESCAP Management Group
California
$6.44M -$73.6K -1,202 -1%
UBS Group
2
UBS Group
Switzerland
$5.65M -$239K -3,902 -4%
Morgan Stanley
3
Morgan Stanley
New York
$3.81M -$323K -5,276 -8%
Jane Street
4
Jane Street
New York
$2.28M +$738K +12,045 +49%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.97M -$568K -9,277 -23%
BC
6
Brinker Capital
Pennsylvania
$1.33M -$124K -2,022 -9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.19M -$1.69M -27,608 -59%
NCMW
8
Northern Capital Management (Wisconsin)
Wisconsin
$1.12M -$31.6K -515 -3%
MML Investors Services
9
MML Investors Services
Massachusetts
$756K +$19K +310 +3%
Bank of America
10
Bank of America
North Carolina
$578K -$56.4K -921 -9%
LPL Financial
11
LPL Financial
California
$456K +$74.1K +1,209 +20%
APA
12
American Portfolios Advisors
New York
$396K +$392K +6,390 New
MCM
13
MAI Capital Management
Ohio
$341K
RJA
14
Raymond James & Associates
Florida
$295K -$24.6K -402 -8%
OC
15
Oppenheimer & Co
New York
$277K +$16.5K +269 +6%
Wells Fargo
16
Wells Fargo
California
$200K -$31.1K -508 -14%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K +$6.13K +100 +5%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$82K
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$40K
IA
20
IFP Advisors
Florida
$34K +$551 +9 +2%
DG
21
Delek Group
Israel
$30K +$29.4K +480 New
GRP
22
Global Retirement Partners
California
$15K -$6.74K -110 -31%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$9K
MA
24
MCF Advisors
Kentucky
$9K
Citigroup
25
Citigroup
New York
$8K -$123 -2 -2%

NFO Hedge Fund Activity: Q4 2017 in Review

30 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q4 2017, worth a combined $27.5M — down 5.9% from $29.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NFO and 2 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 6 added.

The largest buyer was Jane Street, adding an estimated $738K. The largest seller was Susquehanna International Group, cutting an estimated $1.69M.

  • 30 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q4 2017, down from 31 in Q3 2017.
  • Funds reported $27.5M of Invesco Insider Sentiment ETF stock for Q4 2017, down 5.9% quarter-over-quarter.
  • 2 funds opened new Invesco Insider Sentiment ETF positions in Q4 2017 and 3 closed out, a net change of -1 holder.
  • The largest Invesco Insider Sentiment ETF buyer in Q4 2017 was Jane Street, an estimated $738K added.
  • The largest Invesco Insider Sentiment ETF seller in Q4 2017 was Susquehanna International Group, an estimated $1.69M sold.

Based on aggregated 13F filings for Q4 2017.