We are live on ! Find out more
NFO

Invesco Insider Sentiment ETF

Delisted

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

31 hedge funds and large institutions have $22.3M invested in Invesco Insider Sentiment ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

19% more funds holding

Funds holding: 2631 (+5)

13% less capital invested

Capital invested by funds: $25.5M → $22.3M (-$3.29M)

91% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 11

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
1
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
1
WESCAP Management Group
California
$4.78M -$409K -5,767 -8%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.96M +$2.9M +40,954 New
UBS Group
3
UBS Group
Switzerland
$2.95M -$1.13M -15,956 -28%
Citadel Advisors
4
Citadel Advisors
Florida
$2.87M +$153K +2,160 +6%
Morgan Stanley
5
Morgan Stanley
New York
$1.76M -$54.3K -766 -3%
LPL Financial
6
LPL Financial
California
$1.11M -$2.69M -38,008 -71%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$1.11M -$30.8K -435 -3%
MML Investors Services
8
MML Investors Services
Massachusetts
$796K
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$668K -$1.85M -26,053 -74%
BHB
10
Bank Hapoalim BM
Israel
$621K
MCM
11
MAI Capital Management
Ohio
$397K
MCCP
12
Mission Creek Capital Partners
California
$337K +$331K +4,668 New
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$309K +$303K +4,280 New
Bank of America
14
Bank of America
North Carolina
$277K -$402K -5,672 -60%
RJA
15
Raymond James & Associates
Florida
$249K -$57.5K -812 -19%
Wells Fargo
16
Wells Fargo
California
$241K -$11.9K -168 -5%
MMA
17
Miracle Mile Advisors
California
$205K +$201K +2,835 New
CFGS
18
Concourse Financial Group Securities
Alabama
$172K
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$152K -$2.06K -29 -1%
SPIA
20
Steward Partners Investment Advisory
New York
$98K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$48K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$47K
US Bancorp
23
US Bancorp
Minnesota
$32K
AA
24
AlphaMark Advisors
Kentucky
$32K +$31.9K +450 New
AG
25
Advisor Group
Arizona
$12K -$9.42K -133 -44%

NFO Hedge Fund Activity: Q4 2019 in Review

31 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q4 2019, worth a combined $22.3M — down 13% from $25.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NFO positions and 3 closed out — a net gain of 5 holders — while 1 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.9M. The largest seller was LPL Financial, cutting an estimated $2.69M.

  • 31 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q4 2019, up from 26 in Q3 2019.
  • Funds reported $22.3M of Invesco Insider Sentiment ETF stock for Q4 2019, down 13% quarter-over-quarter.
  • 8 funds opened new Invesco Insider Sentiment ETF positions in Q4 2019 and 3 closed out, a net change of +5 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $2.9M added.
  • The largest Invesco Insider Sentiment ETF seller in Q4 2019 was LPL Financial, an estimated $2.69M sold.

Based on aggregated 13F filings for Q4 2019.