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NFO

Invesco Insider Sentiment ETF

Delisted

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

28 hedge funds and large institutions have $24.3M invested in Invesco Insider Sentiment ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $22M → $24.3M (+$2.34M)

7% less funds holding

Funds holding: 3028 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.65M -$726K -11,700 -12%
WMG
2
WESCAP Management Group
California
$5.03M -$80.9K -1,304 -2%
Morgan Stanley
3
Morgan Stanley
New York
$3.81M -$89.8K -1,448 -2%
LPL Financial
4
LPL Financial
California
$1.85M
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.71M +$1.16M +18,720 +248%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.34M +$1.06M +17,014 +473%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$1.13M +$1.08M +17,425 New
Citadel Advisors
8
Citadel Advisors
Florida
$947K +$545K +8,785 +152%
MML Investors Services
9
MML Investors Services
Massachusetts
$756K
BHB
10
Bank Hapoalim BM
Israel
$598K
MCM
11
MAI Capital Management
Ohio
$358K
Bank of America
12
Bank of America
North Carolina
$230K -$4.16K -67 -2%
RJA
13
Raymond James & Associates
Florida
$228K -$57.2K -922 -21%
Wells Fargo
14
Wells Fargo
California
$194K
CFGS
15
Concourse Financial Group Securities
Alabama
$155K
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K -$744 -12 -0.6%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$69K -$17.1K -275 -21%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$42K
CA
19
Cetera Advisors
Colorado
$42K +$39.8K +642 New
RCA
20
Rowland Carmichael Advisors
Arizona
$20K
AG
21
Advisor Group
Arizona
$11K -$30.8K -497 -75%
FANJ
22
Financial Architects (New Jersey)
New Jersey
$10K
WCM
23
WealthBridge Capital Management
Ohio
$10K
Citigroup
24
Citigroup
New York
$10K +$3.85K +62 +67%
CAL
25
Capital Analysts LLC
Pennsylvania
$7K

NFO Hedge Fund Activity: Q1 2019 in Review

28 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q1 2019, worth a combined $24.3M — up 11% from $22M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NFO and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.16M. The largest seller was Jane Street, exiting entirely with an estimated $2.13M sold.

  • 28 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q1 2019, down from 30 in Q4 2018.
  • Funds reported $24.3M of Invesco Insider Sentiment ETF stock for Q1 2019, up 11% quarter-over-quarter.
  • 3 funds opened new Invesco Insider Sentiment ETF positions in Q1 2019 and 4 closed out, a net change of -1 holder.
  • The largest Invesco Insider Sentiment ETF buyer in Q1 2019 was Susquehanna International Group, an estimated $1.16M added.
  • The largest Invesco Insider Sentiment ETF seller in Q1 2019 was Jane Street, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2019.