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NFO

Invesco Insider Sentiment ETF

Delisted

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

24 hedge funds and large institutions have $23.1M invested in Invesco Insider Sentiment ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $24.3M → $23.1M (-$1.21M)

14% less funds holding

Funds holding: 2824 (-4)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
24
Holders Change
-4
Holders Change %
-14.29%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
1
WESCAP Management Group
California
$5.32M -$16.7K -250 -0.3%
UBS Group
2
UBS Group
Switzerland
$4.37M -$1.57M -23,575 -27%
LPL Financial
3
LPL Financial
California
$3.39M +$1.39M +20,807 +73%
Morgan Stanley
4
Morgan Stanley
New York
$1.78M -$2.18M -32,653 -56%
Citadel Advisors
5
Citadel Advisors
Florida
$1.67M +$642K +9,616 +66%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.39M -$404K -6,041 -23%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$1.2M -$6.68K -100 -0.6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$976K -$432K -6,465 -31%
MML Investors Services
9
MML Investors Services
Massachusetts
$801K +$267 +4 +0%
BHB
10
Bank Hapoalim BM
Israel
$607K -$26.7K -400 -4%
MCM
11
MAI Capital Management
Ohio
$379K
RJA
12
Raymond James & Associates
Florida
$257K +$14.4K +216 +6%
Bank of America
13
Bank of America
North Carolina
$244K -$200 -3 -0.1%
Wells Fargo
14
Wells Fargo
California
$229K +$23.2K +347 +12%
CFGS
15
Concourse Financial Group Securities
Alabama
$164K
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K
SPIA
17
Steward Partners Investment Advisory
New York
$94K +$91.3K +1,367 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$47K -$26.3K -393 -37%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$44K
AG
20
Advisor Group
Arizona
$14K +$1.54K +23 +14%
FANJ
21
Financial Architects (New Jersey)
New Jersey
$10K
NFG
22
Next Financial Group
Texas
$3K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1K +$601 +9 New
CA
24
Cetera Advisors
Colorado
-$42K -642 Closed
RCA
25
Rowland Carmichael Advisors
Arizona
-$20K -310 Closed

NFO Hedge Fund Activity: Q2 2019 in Review

24 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q2 2019, worth a combined $23.1M — down 5% from $24.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NFO and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was LPL Financial, adding an estimated $1.39M. The largest seller was Morgan Stanley, cutting an estimated $2.18M.

  • 24 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q2 2019, down from 28 in Q1 2019.
  • Funds reported $23.1M of Invesco Insider Sentiment ETF stock for Q2 2019, down 5% quarter-over-quarter.
  • 2 funds opened new Invesco Insider Sentiment ETF positions in Q2 2019 and 5 closed out, a net change of -3 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q2 2019 was LPL Financial, an estimated $1.39M added.
  • The largest Invesco Insider Sentiment ETF seller in Q2 2019 was Morgan Stanley, an estimated $2.18M sold.

Based on aggregated 13F filings for Q2 2019.