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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 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 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: 2 | Existing positions closed: 2

0% less capital invested

Capital invested by funds: $18.7M → $18.7M (-$57.8K)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$7.05M +$512K +7,743 +8%
Morgan Stanley
2
Morgan Stanley
New York
$4.14M +$521K +7,882 +15%
LPL Financial
3
LPL Financial
California
$1.9M +$1.06M +16,084 +131%
NCMW
4
Northern Capital Management (Wisconsin)
Wisconsin
$1.21M +$13.2K +200 +1%
MML Investors Services
5
MML Investors Services
Massachusetts
$801K -$13K -197 -2%
BHB
6
Bank Hapoalim BM
Israel
$650K
SG Americas Securities
7
SG Americas Securities
New York
$448K +$444K +6,714 New
MCM
8
MAI Capital Management
Ohio
$367K
OC
9
Oppenheimer & Co
New York
$301K -$12.5K -189 -4%
RJA
10
Raymond James & Associates
Florida
$276K -$7.34K -111 -3%
BC
11
Brinker Capital
Pennsylvania
$253K -$110K -1,660 -30%
Bank of America
12
Bank of America
North Carolina
$247K +$76.1K +1,152 +45%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$218K -$16.3K -246 -7%
SPIA
14
Steward Partners Investment Advisory
New York
$210K +$28.4K +429 +16%
Wells Fargo
15
Wells Fargo
California
$199K -$5.02K -76 -2%
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$143K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$89K -$14.7K -223 -14%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$43K
AG
19
Advisor Group
Arizona
$38K -$80.8K -1,222 -68%
IA
20
IFP Advisors
Florida
$37K
RCA
21
Rowland Carmichael Advisors
Arizona
$21K
FANJ
22
Financial Architects (New Jersey)
New Jersey
$10K
CAL
23
Capital Analysts LLC
Pennsylvania
$8K
NFG
24
Next Financial Group
Texas
$8K +$7.6K +115 New
Citigroup
25
Citigroup
New York
$6K

NFO Hedge Fund Activity: Q3 2018 in Review

27 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q3 2018, worth a combined $18.7M — down 0.31% from $18.7M a quarter earlier.

Fund positioning in NFO was balanced in Q3 2018: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.06M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.11M sold.

  • 27 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $18.7M of Invesco Insider Sentiment ETF stock for Q3 2018, down 0.31% quarter-over-quarter.
  • 2 funds opened new Invesco Insider Sentiment ETF positions in Q3 2018 and 2 closed out, a net change of 0 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q3 2018 was LPL Financial, an estimated $1.06M added.
  • The largest Invesco Insider Sentiment ETF seller in Q3 2018 was Susquehanna International Group, an estimated $2.11M sold.

Based on aggregated 13F filings for Q3 2018.