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NFO

Invesco Insider Sentiment ETF

Delisted

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

27 hedge funds and large institutions have $18.7M invested in Invesco Insider Sentiment ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

30% less capital invested

Capital invested by funds: $26.8M → $18.7M (-$8.11M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
4
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.32M +$545K +8,505 +10%
Morgan Stanley
2
Morgan Stanley
New York
$3.5M -$92.9K -1,448 -3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.11M -$294K -4,586 -12%
NCMW
4
Northern Capital Management (Wisconsin)
Wisconsin
$1.15M -$17.3K -270 -1%
Citadel Advisors
5
Citadel Advisors
Florida
$911K +$301K +4,690 +49%
LPL Financial
6
LPL Financial
California
$795K +$107K +1,666 +16%
MML Investors Services
7
MML Investors Services
Massachusetts
$787K
BHB
8
Bank Hapoalim BM
Israel
$629K +$625K +9,743 New
MCM
9
MAI Capital Management
Ohio
$355K
BC
10
Brinker Capital
Pennsylvania
$352K -$895K -13,958 -72%
OC
11
Oppenheimer & Co
New York
$303K +$2.89K +45 +1%
RJA
12
Raymond James & Associates
Florida
$274K -$2.56K -40 -0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$227K -$865K -13,488 -79%
Wells Fargo
14
Wells Fargo
California
$196K -$36.4K -568 -16%
SPIA
15
Steward Partners Investment Advisory
New York
$176K +$175K +2,723 New
Bank of America
16
Bank of America
North Carolina
$165K -$19.8K -309 -11%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K -$3.27K -51 -2%
AG
18
Advisor Group
Arizona
$116K -$15.6K -243 -12%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$99K
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$42K
IA
21
IFP Advisors
Florida
$36K
RCA
22
Rowland Carmichael Advisors
Arizona
$20K +$19.9K +310 New
FANJ
23
Financial Architects (New Jersey)
New Jersey
$10K +$9.62K +150 New
CAL
24
Capital Analysts LLC
Pennsylvania
$8K
Citigroup
25
Citigroup
New York
$6K

NFO Hedge Fund Activity: Q2 2018 in Review

27 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q2 2018, worth a combined $18.7M — down 30% from $26.8M a quarter earlier.

Fund positioning in NFO was balanced in Q2 2018: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 10 trimmed.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $625K. The largest seller was WESCAP Management Group, exiting entirely with an estimated $6.51M sold.

  • 27 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $18.7M of Invesco Insider Sentiment ETF stock for Q2 2018, down 30% quarter-over-quarter.
  • 4 funds opened new Invesco Insider Sentiment ETF positions in Q2 2018 and 4 closed out, a net change of 0 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q2 2018 was Bank Hapoalim BM, an estimated $625K added.
  • The largest Invesco Insider Sentiment ETF seller in Q2 2018 was WESCAP Management Group, an estimated $6.51M sold.

Based on aggregated 13F filings for Q2 2018.