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NFO

Invesco Insider Sentiment ETF

Delisted

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

26 hedge funds and large institutions have $25.5M invested in Invesco Insider Sentiment ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

10% more capital invested

Capital invested by funds: $23.1M → $25.5M (+$2.41M)

8% more funds holding

Funds holding: 2426 (+2)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
1
WESCAP Management Group
California
$5.05M -$355K -5,094 -7%
UBS Group
2
UBS Group
Switzerland
$3.98M -$459K -6,575 -10%
LPL Financial
3
LPL Financial
California
$3.75M +$295K +4,235 +9%
Citadel Advisors
4
Citadel Advisors
Florida
$2.63M +$932K +13,352 +55%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.48M +$1.48M +21,164 +150%
Morgan Stanley
6
Morgan Stanley
New York
$1.76M -$54.3K -778 -3%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$1.11M -$106K -1,525 -9%
MML Investors Services
8
MML Investors Services
Massachusetts
$773K -$41.9K -600 -5%
IMC Chicago
9
IMC Chicago
Illinois
$735K +$731K +10,479 New
Bank of America
10
Bank of America
North Carolina
$667K +$416K +5,965 +169%
BHB
11
Bank Hapoalim BM
Israel
$600K -$14.1K -202 -2%
Jane Street
12
Jane Street
New York
$505K +$503K +7,206 New
MCM
13
MAI Capital Management
Ohio
$386K
RJA
14
Raymond James & Associates
Florida
$299K +$37.7K +540 +14%
Wells Fargo
15
Wells Fargo
California
$245K +$12.5K +179 +5%
CFGS
16
Concourse Financial Group Securities
Alabama
$167K
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K
SPIA
18
Steward Partners Investment Advisory
New York
$95K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$47K
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$45K
US Bancorp
21
US Bancorp
Minnesota
$32K +$31.4K +450 New
AG
22
Advisor Group
Arizona
$22K +$7.67K +110 +57%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$11K
NFG
24
Next Financial Group
Texas
$4K
FAAS
25
First Allied Advisory Services
California
$4K +$4.12K +59 New

NFO Hedge Fund Activity: Q3 2019 in Review

26 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q3 2019, worth a combined $25.5M — up 10% from $23.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NFO positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.48M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.39M sold.

  • 26 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q3 2019, up from 24 in Q2 2019.
  • Funds reported $25.5M of Invesco Insider Sentiment ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 4 funds opened new Invesco Insider Sentiment ETF positions in Q3 2019 and 2 closed out, a net change of +2 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q3 2019 was Royal Bank of Canada, an estimated $1.48M added.
  • The largest Invesco Insider Sentiment ETF seller in Q3 2019 was Susquehanna International Group, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2019.