NFOInvesco Insider Sentiment ETF
NFO Fund Description
The Invesco Insider Sentiment ETF tracks an equal-weighted index of the 100 U.S. stocks selected by publicly available buying trends of corporate insiders, price momentum, and trailing 12-month volatility.
NFO Factset Analytics Insight
NFO chooses 100 equally-weighted US-listed large- and midcap stocks base on trading in company stock by corporate insiders, price momentum, and trailing 12-month volatility. Corporate insiders should know more about their firm than anyone, so the idea is to watch public filings to see when officers and directors buy company shares, then mimic their actions. More specifically, the index looks at the increase in insider holding. The index applies additional technical factors for stock selection to maximize total return. The index has a 20% cap for sector exposure to prevent sector concentration. The fund competes directly with KNOW, another insider play.
NOTE: On 24 Oct 2016, NFO changed its underlying index to the Guggenheim Nasdaq US Insider Sentiment Index from the Sabrient Insider Sentiment Index. The switch produced material changes with respect to capitalization, sector concentration, and volatility.
NFO CHARTS AND PERFORMANCE
NFO Top 10 Countries
NFO Top 10 Sectors
NFO Top 10 Holdings [View All]
NFO Summary Data
NFO Portfolio Data
NFO Index Data
NFO Portfolio Management
NFO Tax Exposures
NFO Fund Structure
NFO Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of NFO. NFO is rated a 5 out of 5.
NFO Sector/Industry Breakdown
NFO TOP 10 HOLDINGS[View All]
NFO Economic Development
NFO Performance Statistics
NFO BENCHMARK COMPARISON SUMMARY
NFO BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.